Tag:

Hosken Consolidated Investments

Ghost Bites (ASP Isotopes | Glencore | Sasol | Sabvest | Super Group)

Sasol's earnings tripled sequentially in H2. Glencore made a killing in the six months to June. Sabvest has kept on delivering, while Super Group has lived up to its name. ASP Isotopes is in full storytelling mode, with all eyes on helium.

Ghost Bites (Coronation | Datatec | eMedia | Frontier Transport | HCI | Pepkor | Santova | Stefanutti Stocks | Tsogo Sun | Zeda)

On another ultra busy day of earnings, we saw a positive update from HCI despite pressure in other names in the stable (eMedia / Frontier Transport / Tsogo Sun). Pepkor is my pick in the clothing sector and Zeda is working out well for me. Coronation, Datatec, Santova and Stefanutti Stocks all joined the fray.

Ghost Bites (Altron | Exemplar REITail | Netcare | Omnia | Pick n Pay | PPC | RMB Holdings)

Pick n Pay's core business is still going backwards. Altron's numbers look spectacular, with positive news also coming in from Exemplar REITail, Netcare, Omnia and PPC. RMB Holdings has heavily impaired its NAV.

Ghost Bites (Accelerate Property Fund | Deneb | Stefanutti Stocks)

In a day of updates from more unusual names on the JSE, we saw Deneb and Stefanutti Stocks with highly encouraging trading statements. Accelerate Property Fund has suffered a setback on its turnaround journey.

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 (Glencore | Grindrod | Northam Platinum | Primary Health Properties | Shuka Minerals | Tharisa)

With SENS kicking into life, normal daily programming should resume soon. In the meantime, this catch-up edition deals with mining news from Glencore, Northam Platinum, Tharisa and junior house Shuka Minerals. Grindrod is enjoying strong port volumes in Mozambique. Primary Health Properties is off to a good start in life-after-Assura.

Weekly corporate finance activity by SA exchange-listed companies

Weekly summary of corporate finance activity by South African exchange listed companies.

Ghost Bites (Brimstone | British American Tobacco | Hyprop | Sappi | Stor-Age | Vodacom)

Hyprop's bookbuild was a huge success and now Stor-Age is jumping on that bandwagon. Vodacom is taking control of Safaricom. Sappi is trying to improve its situation in European graphic paper. British American Tobacco is selling down ITC Hotels, while Brimstone is reducing its Oceana stake.