Posts Tagged: Equites
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 (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 (DRDGOLD | Pan African Resources | Universal Partners)
DRDGOLD and Pan African Resources delivered gold sector updates, with very different underlying production narratives. Universal Partners has a unique portfolio that is always fun to read about.
Ghost Bites (Brimstone | enX | Kore Potash | Sasol)
Sasol shareholders are still suffering. There’s good news at Kore Potash. Brimstone has reduced its stake in Equites. enX released the Eqstra circular.
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 Property Fund | MiX Telematics | Brikor | Sappi | Southern Palladium)
Equites is under pressure. MiX Telematics has attracted a suitor. Nikkel bought more of Brikor. Sappi is possibly closing another mill. Southern Palladium released drilling results.
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 (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 (Aveng | BHP | Bidvest | Murray & Roberts | NEPI Rockcastle | Spur | WBHO | Wesizwe | Woolworths)
On a busy day of news, we saw construction come through strongly alongside property, industrials, retail and of course the joy of hamburgers and waffles.
Ghost Bites (Afrimat | City Lodge | MTN | Nedbank | Standard Bank | Transaction Capital)
Afrimat is buying Lafarge, an interesting punt at local cement and construction materials. City Lodge is profitable again. Look out for news from MTN, Nedbank, Standard Bank and Transaction Capital.
Ghost Bites (Equites | Industrials REIT | Karoooo | Quantum Foods | Sibanye | Steinhoff | Vukile)
Equites’ NAV takes a knock. Karooooo is still growing strongly. Sibanye just can’t win and neither can Quantum Foods. Vukile invests further in Spain. Industrials REIT releases its circular. Steinhoff sells Mattress Firm.
