Posts Tagged: Deutsche Konsum REIT
Unlock the Stock: Afrimat and Spear REIT
Afrimat’s track record is spectacular. Spear REIT is a highly respected property fund. On Unlock the Stock, you can learn about both companies.
RCL is far more than just a chicken business
RCL is far more than just a chicken business these days, which isn’t a bad thing.
Bidvest: strong trading profit growth in every division
Bidvest closed 3.8% higher after releasing results for the six months to December 2021.
Liberty Two Degrees: reversions continue to bite
Liberty Two Degrees holds stakes in some of the most iconic properties in the country
Alviva: 20% revenue growth excl. Tarsus
After teasing the market with a trading statement, Alviva has now released all the details of the interim results for the six months ended December 2021.
PSG Group and the Great Value Unlock
This is one of the biggest news stories on the JSE that we’ve seen in a while
JSE Limited: a cash cow in a shrinking field
You may not be aware of this, but the JSE Limited is listed on the JSE. You’re right in thinking that this sounds like the financial version of the movie Inception
Capital Appreciation on the deal train
The company has announced the acquisitions of three technology companies in South Africa and a 20% stake in a company in the Netherlands.
Woolworths won’t miss 2021
as released results for the 26 weeks to 26 December 2021. The share price rallied 6% despite a fair share of negative commentary on Twitter.
Cashbuild’s negative sales momentum continues
Cashbuild released its interim results for the six months ended 26 December 2021
Ghost Bites (Absa | Hulamin | Italtile | Lighthouse | MTN | Nampak | Northam | Sanlam | Sasol | Shaftesbury | 4Sight)
With a very busy start to the week, we saw really important news from major players like Absa, MTN, Northam and Sasol. Also look out for Hulamin, Italtile, Lighthouse, Nampak, Sanlam, Shaftesbury and plucky small cap 4Sight.
Ghost Bites (Choppies | Conduit Capital | Invicta | RMB Holdings)
Choppies announced a deal and the figures are impossible to understand. Invicta announced a deal with no figures. RMH Holdings is fighting in court. Conduit has sold CLAH, at last.
Ghost Bites (Advanced Health | Pick n Pay | Schroder European REIT | Stefanutti Stocks)
Advanced Health seems to be headed for the exit. Pick n Pay invests in red meat. Schroder’s valuation goes the wrong way. Stefanutti Stocks gets paid on its claim soon.
Ghost Bites (AfroCentric | Gemfields | Santam | Spar | Telkom | Textainer)
The Afrocentric – Sanlam deal got the green light. There are nervous faces at Gemfields as insurgency returns in Mozambique. Santam’s earnings are down. Spar is fighting its way back. Telkom is retrenching. Textainer’s earnings are slowing down.
Ghost Bites Vol 67 (22)
MTN’s earnings release led the day and put a major smile on my face after I punted at the shares. Many other earnings releases came through – Bidcorp, ADvTECH, Lighthouse, Italtile, Old Mutual and more. Sibanye has changed its strategy in the US.
Ghost Bites Vol 66 (22)
PSG’s restructure has been approved, with some opportunistic s164 plays underway. The Central Energy Fund has finished its due diligence on Renergen. Earnings updates came in from Nedbank, MiX Telematics, Sabvest and others.
Ghost Bites Vol 44 (22)
Thursday was all about major corporate actions, including Remgro / Mediclinic, MultiChoice in French cross hairs, Bidvest buying an Australian business and more.
