Tag:
Hammerson
Ghost Bites
Ghost Bites (AECI | Bidcorp | Blu Label | Fortress Real Estate | Hammerson | Motus | Mustek | Shaftesbury | Valterra Platinum)
A busy day of earnings news saw financials come in from AECI, Bidcorp, Blu Label, Hammerson, Motus, Mustek, Shaftesbury and Valterra Platinum. Fortress Real Estate gave shareholders a precise view of distributable income, with more details to follow.
Ghost Bites
Ghost Bites (Curro | Hulamin | Labat Africa | Sanlam)
The Curro deal gets the green light. Sanlam is doing important deals in India across the various Shriram investments. Labat Africa's numbers look very interesting. Hulamin's full year numbers are likely to be awful.
DealMakers
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
Ghost Bites (Blu Label – Cell C | Hammerson | Sea Harvest | Sirius Real Estate | SPAR)
Cell C's IPO fell short on pricing. SPAR's difficult turnaround continues. Sea Harvest is selling Ladismith Cheese. Hammerson bought a UK property and Sirius Real Estate closed an acquisition in Germany.
DealMakers
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
Ghost Bites
Ghost Bites (Harmony Gold | Metrofile | Orion Minerals | Quantum Foods | Safari Investments)
Quantum Foods had a much softer second half, but still a vastly improved year. Harmony Gold completed the MAC Copper deal. Metrofile and Safari Investments released their deal circulars. Orion Minerals released a quarterly report.
Ghost Bites
Ghost Bites (BHP | Metair | Oasis Crescent | Reinet | Sirius Real Estate | South32 | The Foschini Group | Zeder)
The Foschini Group had a hideous day. Metair and Sirius released juicy investor day presentations with loads of detail. BHP and South32 released quarterly updates. Look out for Oasis Crescent, Reinet and Zeder as well.
Ghost Bites
Ghost Bites (Deneb | Discovery | Equites Property Fund | Hammerson | Pick n Pay)
Pick n Pay might be improving, but they are still loss-making. Discovery has lofty medium-term targets. Equites Property Fund remains bullish on SA vs. UK. Hammerson is enjoying strong support in the debt markets. Deneb is acquiring 80% in Dawning Filters.
