Tag:
Deutsche Konsum
Ghost Bites
Ghost Bites (AfroCentric | ArcelorMittal | ASP Isotopes | Barloworld | Invicta | iOCO | Motus | Shoprite)
Shoprite released more excellent numbers. iOCO is on a firm footing these days. Motus was helped by a decrease in debt. ASP Isotopes is hitting big milestones. Invicta is acquiring a UK business. Barloworld's sanctions investigation is complete. AfroCentric needs to find growth. ArcelorMittal has started shutting the Longs business.
Ghost Bites
Ghost Bites (DRDGOLD | Growthpoint | Master Drilling | MTN Rwanda | Resilient | South32 | Standard Bank)
Resilient and Standard Bank both delivered double-digit growth. DRDGOLD is loving the gold price. Growthpoint sold its stake in NewRiver. MTN Rwanda is flying. Master Drilling gave a wide earnings range. South32's Mozal Aluminium is in serious trouble.
Ghost Bites
Ghost Bites (Adcock Ingram | MAS – Hyprop | Reinet | Sasol)
Sasol closed 6% lower after a production update and trading statement. Adcock Ingram rallied after a cautionary. Reinet's NAV moved lower as expected. MAS has called the meeting that was demanded by institutional shareholders.
Ghost Bites
Ghost Bites (Adcorp | AME | AYO | Delta | Deneb | eMedia | Frontier Transport | HCI | Lewis | Old Mutual...
Lewis released incredible numbers and Adcorp looks stronger too. Spar is mostly retreating from Europe. The HCI stable (including Deneb, eMedia, Frontier and mothership HCI) released updates. Look out for AME, AYO, Delta Property, Old Mutual and Sea Harvest as well.
Ghost Bites
Ghost Bites (Greencoat Renewables | Hammerson | Mahube Infrastructure | MultiChoice | Reunert | RFG | Sanlam – Tyme | Spear REIT | Southern...
MultiChoice's Canal+ deal gets the nod from the Competition Commission. Sanlam is doing a personal loans deal with Tyme. Spear REIT announced an acquisition. Hammerson is feeling bullish. Look out for Mahube Infrastructure, Reunert, RFG and Southern Sun as well. Greencoat Renewables is coming to the JSE.
Ghost Bites
Ghost Bites (Afrimat | Barloworld | Equites | Karooooo | Netcare | PPC | Sanlam | Southern Sun)
Afrimat will banish the latest year from memory and will look to the future. The offer for Barloworld looks more appealing by the day. There were strong numbers from Karooooo, Netcare, PPC, Sanlam and Southern Sun, while growth at Equites was muted due to having more shares in issue.
Ghost Bites
GHOST BITES (AB InBev | enX | Gemfields | KAL | Lesaka | Mondi | Prosus – Naspers | Sappi)
AB InBev's numbers reflect consumer trends with alcohol. Mondi and Sappi reported very divergent numbers. Prosus - Naspers released a shareholder letter. Lesaka's numbers are growing. KAL was impacted by fuel prices. Gemfields is digging for better emeralds. enX misses loadshedding.
Ghost Bites
GHOST BITES (ArcelorMittal | Choppies | Libstar | OUTsurance | Renergen | SA Corporate | Thungela | York Timbers)
Renergen has finally filled a helium container. OUTsurance released exceptional numbers. Thungela is buying out the Australian minorities. Libstar released poor numbers. Look out for ArcelorMittal, Choppies, SA Corporate Real Estate and York Timbers as well.
