Posts Tagged: FirstRand
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
Who’s doing what this week in the South African M&A space?
Weekly summary of Merger & Acquisition activity by South African companies
Ghost Bites (Absa | EPE Capital Partners | Lighthouse | Metair | Remgro | RFG Holdings)
Absa underperformed its peers in 2023. Investment holdcos EPE Capital Partners and Remgro both struggled. Metair is turning the corner. Pricing increases kept RFG Holdings in the green. Lighthouse is on the acquisition trail.
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 (enX | Jubilee Metals | Marshall Monteagle | Trustco)
enX is selling Eqstra to Nedbank. Jubilee Metals has taken a big step forward with its coal strategy. Look out for earnings news from Marshall Monteagle and Trustco as well.
Ghost Bites (Astral Foods | Barloworld | Brikor | FirstRand | Naspers + Prosus | Netcare | Omnia | PPC | Sirius | Stefanutti Stocks)
Look out for important earnings updates from several large companies, including the likes of Barloworld, FirstRand and Netcare. Sirius is tapping the market for capital.
Who’s doing what this week in the South African M&A space?
Weekly summary of Merger & Acquisition activity by South African companies
Ghost Bites (Anglo American | Amplats | Famous Brands | Kumba | Oasis Crescent | Primary Health Properties | RMB Holdings | Santova | Spear REIT)
Aside from a number of production updates in the Anglo American stable, we saw earnings from Famous Brands, Santova, Spear REIT and Oasis Crescent. Also look out for Primary Health and RMB Holdings.
Ghost Bites (Ascendis | Finbond | FirstRand | Kibo Energy | Mondi | Murray & Roberts | Stefanutti Stocks)
Major leadership changes at FirstRand were the talk of the town. Look out for news from Ascendis, Finbond, Kibo Energy and Stefanutti Stocks as well. Mondi is out of Russia. Murray & Roberts is going back into Australia.
Ghost Bites (Calgro M3 | Merafe | Nampak | Pick n Pay | Schroder Real Estate | Southern Palladium | Trustco)
Pick n Pay is an absolute catastrophe. Calgro M3 is doing very well. Trustco lost its battle against the JSE. I charted the Merafe benchmark price over three years.
Who’s doing what this week in the South African M&A space?
Weekly summary of Merger & Acquisition activity by South African companies
