Tag:
Canal+
DealMakers
Who’s doing what this week in the South African M&A space?
Weekly summary of Merger & Acquisition activity by South African companies.
Ghost Bites
Ghost Bites – all eyes on MTN
With MTN's share price suffering a nasty correction in response to the release of results by MTN Nigeria and MTN Ghana, it's worth digging into these issues in detail.
Ghost Bites
Another Bumper Ghost Bites Edition (Boxer | Canal+ | Kumba Iron Ore | Merafe | Mpact | Vodacom)
In this bumper edition of Ghost Bites, you'll get updates from Boxer and Canal+ as two different consumer-focused companies. Kumba Iron Ore, Merafe and Mpact bring us numbers from the "real economy". Vodacom is having a grand old time in Egypt.
Ghost Bites
Ghost Bites (Bytes | Canal+ | MAS | MTN | Octodec | Prosus | Spear REIT)
The market has gone cold on Prosus. MTN is the beneficiary of much better macroeconomics in Africa. Canal+ is inward listing on the JSE in June, but will they find support? Bytes Technology has a lot of work to do. In property, MAS is looking to offload some malls, while Spear REIT showed us how profitable buy-and-flip can be. Octodec's interim growth needs to be considered carefully.
DealMakers
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies.
Ghost Bites
Ghost Bites (Aspen | ASP Isotopes | Boxer | Calgro M3 | Canal+ and MultiChoice)
Boxer's underlying story is good, but the IPO ruined profit growth. Canal+ will inward list on the JSE after the MultiChoice deal. Calgro M3's earnings fell this period based on infrastructure timing. ASP Isotopes locked in their biggest ever supply deal. Aspen is thrilled that Mounjaro can be prescribed for obesity in SA.

