Thursday, July 24, 2025
Tag:

Finbond

Ghost Bites (Assura – Primary Health Properties | South32)

Assura shareholders aren't exactly rushing to accept the Primary Health Properties offer, with Primary Health releasing a trading update to try and drive more acceptances. South32 is getting rid of the nickel mine in Colombia.

Ghost Bites (HCI | MAS)

HCI's proposed deal to sell properties to SACTWU is far from a vanilla transaction. MAS' joint venture agreement with PK is a cautionary tale about the danger of unanimous approvals.

Ghost Bites (Absa | Crookes | Lesaka | PBT | Reinet | Remgro – eMedia | RMB Holdings | SA Corporate Real Estate |...

Absa's trading update reflects a much lower credit loss ratio. Lesaka is buying Bank Zero. Crookes and Sea Harvest gave us agri updates. Remgro is unbundling its eMedia exposure. Reinet might sell Pension Insurance Corp. RMB Holdings has a tough story to sell. SA Corporate Real Estate's update has fascinating read-through for grocery retail.

Ghost Bites (4Sight | Argent Industrial | Growthpoint | Hyprop | Schroder European Real Estate | Sirius Real Estate | Thungela)

A busy day for property saw updates from Growthpoint, Hyprop, Schroder European Real Estate and Sirius Real Estate. We also saw financial updates from 4Sight, Argent Industrial and Thungela.

Ghost Bites (FirstRand | Primeserv)

FirstRand has updated its guidance and reminded the market why it trades at a premium valuation. Primeserv's business support services model is doing very nicely.

Ghost Bites (Brait | Metrofile | Renergen)

Brait has been boosted by a much stronger Virgin Active story, alongside Premier's excellent growth. Renergen had another stop-start quarter. A potential Metrofile deal is still in the works.

Ghost Bites (Assura – Primary Health Properties | Astoria | Gemfields | Powerfleet | Stor-Age | Vukile)

Vukile released strong numbers. Stor-Age's decreased payout ratio set a few hares running. Powerfleet needs profits, not just revenue growth. Look out for Assura - Primary Health, Astoria and Gemfields as well.

Ghost Bites (Accelerate Property Fund | Assura – Primary Health | AYO Technology | Finbond | ISA Holdings | Nampak | Powerfleet | Quantum...

Nampak's turnaround continues. Quantum Foods had a much better period. Sasol Oil will be paid billions by Transnet. Primary Health's bid is making Assura think. Accelerate Property Fund, AYO Technology, Finbond, ISA Holdings and Powerfleet also had updates.
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