Posts Tagged: Growthpoint
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 (British American Tobacco | Burstone | De Beers | EOH | Growthpoint | Hyprop | Momentum | Orion | Quantum Foods | The Foschini Group)
Growthpoint and Hyprop both suffered a dip in earnings, but only one suspended dividends. Look out for British American Tobacco, Burstone, De Beers, EOH, Momentum, Orion, Quantum Foods and The Foschini Group as well.
Ghost Bites (Burstone | Growthpoint | Old Mutual | Pan African Resources | Primeserv | Reunert | RFG Holdings | Textainer)
The September results are flying in thick and fast, along with important operational updates. Look out for Growthpoint, Old Mutual, Pan African Resources, Reunert and RFG in particular.
Ghost Bites (Afine | AH-Vest | Alphamin | Frontier Transport Holdings | MiX Telematics | MTN | PPC | Sanlam)
Aside from the big guns like Sanlam, PPC and MTN, there were various updates from smaller (but still interesting) players on the local market.
Ghost Bites (Bell Equipment | MiX Telematics | MTN | Omnia | Sirius)
Bell Equipment is growing earnings strongly. MiX Telematics reported a large year-on-year swing in profits. Has MTN stabilised in the R90s? Omnia expects HEPS to drop. Sirius has concluded two deals.
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 Wrap #47 (Capital Appreciation vs. PBT Group | Mustek | Bidvest | Hyprop vs. Growthpoint | Astral Foods and Quantum Foods | Trellidor | Southern Sun vs. City Lodge)
This episode of Ghost Wrap features companies in the tech, property, industrials, food and hospitality industries. Get up to speed on local company news thanks to Mazars.
Ghost Wrap #46 (Libstar | Gemfields | FirstRand | Metair | Growthpoint)
In just six minutes, you can learn about companies in the FMCG, mining, banking, industrial and property sectors. It can only be Ghost Wrap, brought to you by Mazars.
Ghost Bites (Attacq | Gemfields | Growthpoint | Lesaka | Old Mutual | Momentum Metropolitan | Pan African Resources | Putprop | Universal Partners)
Attacq, Growthpoint and Putprop reported in the property sector. Gemfields needs better emeralds and Pan African needs more gold. Old Mutual and Momentum gave us financial services news. Lesaka and Universal Partners also released news.
Ghost Wrap #30 (Afrimat | AngloGold | Harmony Gold | Growthpoint | Mr Price | FirstRand | Standard Bank | Steinhoff)
For the latest from Afrimat, AngloGold, Harmony Gold, Growthpoint, Mr Price, FirstRand, Standard Bank and Steinhoff in just 8 minutes, listen to Ghost Wrap (brought to you by Mazars).
Ghost Bites (Brimstone | Growthpoint | Harmony | Labat | Mr Price | Stadio)
Growthpoint and Mr Price were the biggest stories of the day, with important updates from Harmony and Stadio as well. Brimstone’s NAV is available. Labat did something strange.
