Posts Tagged: DRA Global
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 (Grindrod Shipping | Sanlam)
Get the latest recap of JSE news in the Ghost Wrap podcast, brought to you by Mazars: Grindrod Shipping shareholders are celebrating (JSE: GSH) Their ship really has come in, with a potential delisting on
Ghost Bites (Ascendis | Bell Equipment | Emira | Heriot | Renergen | RMB Holdings | Workforce | York Timber)
Get the latest recap of JSE news in the Ghost Wrap podcast, brought to you by Mazars: Ascendis swings sharply into the green (JSE: ASC) You do need to read carefully for the once-offs though
Ghost Bites (AB InBev | Choppies | Ellies | FirstRand | Fortress | Grindrod Shipping | Hammerson | Implats | Murray & Roberts | Pepkor | Sanlam | Santam | Shaftesbury | South32 | Spur | Truworths)
On another absolute monster of a day of news for JSE-listed companies, you’ll find results from companies across multiple sectors.
Ghost Bites (Coronation | Finbond | Gemfields | Merafe | Reinet | Santova | Tiger Brands)
Tiger Brands is dropping its CEO. Coronation gave an AUM update. Finbond and Santova released numbers, while Merafe gave a production update. Gemfields gave a summary of share buybacks.
Ghost Bites (Equites | Renergen | Sibanye-Stillwater)
Equity Property Fund’s interim dividend is down 19.9% year-on-year. Renergen isn’t handling a social media storm in the right way. Sibanye has approved phase two at Keliber lithium,
Ghost Bites (De Beers – Anglo American | Datatec | Fortress | Kibo Energy | Life Healthcare | Newpark)
Fortress has a solution for the dual-class structure. Life Healthcare announced a deal for AMG. I stand by my view on lab-grown diamonds. Datatec is doing well. Look out for Kibo Energy and Newpark as well.
Ghost Bites (Clientele | Fortress | Hammerson | Impala Platinum | Nampak | Sanlam | Santam | Truworths)
This is a good day to learn about how the new insurance accounting standard is distorting earnings. Also look out for property, mining and retail updates, along with Nampak pricing its rights offer.
Ghost Bites (Anglo American | AVI | Brikor | Mondi | Montauk | Remgro | Salungano | Texton)
Diamonds, fish, bricks and coal – there’s a bit of everything in Ghost Bites today. The biggest story was probably Mondi’s partial exit of Russia, but keep a close eye on what’s going on at Salungano.
Ghost Bites (Altron | Equites | Kaap Agri | NEPI Rockcastle | Oceana Group | Sibanye-Stillwater | WBHO)
Altron Document Solutions needs a new buyer. Equites updates the market on key areas. Kaap Agri is mopping up odd-lots. NEPI’s dividend election is here. Oceana has been a great catch. Sibanye’s year to forget. WBHO is profitable again.
Ghost Bites (AECI | BHP | Buka | City Lodge | Libstar | Old Mutual | Royal Bafokeng Platinum | Spur | Steinhoff)
Amongst a few important earnings updates, the details in the City Lodge earnings are important to read. Also look out for pricing power insights in Libstar and a drop in HEPS at Royal Bafokeng. Also, Spur is trading strongly!
