Tag:
Hammerson
Ghost Bites
Ghost Bites (Investec | Mustek | Safari Investments)
Safari Investments had another strong period and is looking to raise capital for growth. Investec has guided for flat earnings in the six months to September 2025. Mustek's HEPS trajectory has finally turned positive, but what will they do next for growth?
Ghost Bites
Ghost Bites (Adcock Ingram | Anglo American | BHP | Newpark REIT | SPAR | Super Group | WBHO)
Anglo American's Teck deal is a "merger of equals" - except they aren't equal. SPAR is out of Switzerland, but it stings. Super Group had a tough period. WBHO shows that construction can work. Adcock Ingram released the deal circular. Newpark REIT is selling Crown Mines. BHP has removed one legal overhang.
Ghost Bites
Ghost Bites (Capitec | Grindrod | KAP | Lighthouse | Nedbank | Truworths)
Capitec just doesn't stop growing, but Nedbank is acquiring iKhokha to try get a slice of the action. Truworths has suffered a earnings knock, with SA looking especially weak. KAP is doing worse than expected. Grindrod's core earnings are flat. Lighthouse's dividend is up.
Ghost Bites
Ghost Bites (Accelerate Property Fund | ASP Isotopes – Renergen | Assura – Primary Health Properties | MAS | Thungela)
The MAS board has confirmed that the Prime Kapital bid is legally valid. Accelerate Property Fund is a complex speculative play. Thungela's earnings have plummeted. The Assura - Primary Health offer is in its final stages. ASP Isotopes will list later this month.
Ghost Bites
Ghost Bites (AB InBev | Anglo American | ArcelorMittal | British American Tobacco | Gemfields | Hammerson | Mondi | MTN Nigeria | Woolworths)
AB InBev got dumped, while the market celebrates British American Tobacco - but why? Anglo American is in the doldrums and ArcelorMittal is losing money at pace, while auction revenues have halved at Gemfields. Woolworths, MTN Nigeria and Hammerson are good-news stories, with positive trends at Mondi as well.
DealMakers
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
DealMakers
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
DealMakers
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
