Posts Tagged: Hosken Consolidated Investments
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 (Cognition | Delta Property Fund | Transaction Capital)
The big news of the day was the WeBuyCars investor presentation and Transaction Capital unbundling circular. Also look out for numbers from Cognition and a censure of Delta Property Fund.
Ghost Bites (Castleview | Copper 360 | Hudaco | Huge Group | Hyprop | Lewis | Lighthouse | Mahube | Purple Group | Reinet | Resilient | Salungano | Spar)
On another busy day of news, we saw Lewis and Spar as the important retail stores, with Purple Group announced results as well. There were numerous other updates as well, including an acquisition by Hudaco.
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
Ghost Bites (Acsion | Crookes | Deneb | eMedia | Exxaro | Fairvest | Grindrod Shipping | HCI | PBT Group | Pepkor | Prosus – Naspers | Richemont | Sibanye | Purple | Transaction Capital | Vukile)
On an immensely busy day of news on the JSE, Ghost Bites delivers you the highlights reel and helps you figure out where to look deeper.
Ghost Bites (African Media Entertainment | Gemfields | Finbond | Nedbank)
There’s a rebound in radio at AME. Gemfields posts record emerald auction results. Finbond looks to Namibia for growth. Nedbank warns of the effect of further rate hikes.
Ghost Wrap #26 (Pan African Resources | HCI Group | Southern Sun | Datatec | Poultry (Astral + Quantum Foods) | Lewis Group | Trematon)
Current macroeconomic conditions are causing major swings in performance across companies, with the likes of HCI posting excellent results and poultry businesses in trouble.
Ghost Bites (Clicks | Growthpoint | Kaap Agri | Lewis | Mr Price | Southern Sun | Tsogo Sun Gaming)
Sorbet acquisition makes sense for Clicks. Growthpoint gears up for tourist season. Kaap Agri has another strong year. Lewis wins with buybacks. Mr Price punished by the market. Southern Sun is profitable. Tsogo Sun Gaming is still down on pre-Covid levels.
Ghost Bites Vol 16 (22)
Companies like Pepkor, HCI, Gemfields, Nedbank and Finbond released updates on Friday. You can find all the details in Ghost Bites.
Ghost Bites Vol 14 (22)
Food, food, glorious food! Except food producers aren’t having such a glorious time in these conditions.
