Wednesday, June 24, 2026
Tag:

Insimbi Industrial

Ghost Bites (Datatec | Heriot REIT | Prosus / Naspers)

Prosus and Naspers have given us a peek at earnings via a trading statement. Datatec has crystallised some of the value in Westcon International, with a special dividend of over R7 billion on the horizon. The Heriot family is injecting more assets into Heriot REIT.

Ghost Bites (African Media Entertainment | Aspen | Delta Property Fund | Dis-Chem | Nampak | Remgro | SPAR)

SPAR is now a catastrophe. Dis-Chem's valuation makes it a sitting duck. Mediclinic is enjoying the benefit of operating leverage. Nampak was dragged down by one local segment. Aspen is considering share buybacks. African Media Entertainment is growing in a tough market. Delta Property Fund is making progress.

Weekly corporate finance activity by SA exchange-listed companies

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

Weekly corporate finance activity by SA exchange-listed companies

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

Ghost Bites (Burstone | Bytes Technology | Discovery | Gemfields | Insimbi Industrial | MAS | Netcare)

Gemfields is having a tough time - and so is Bytes Technology. Burstone, MAS and Netcare released important financial updates. Discovery achieved exceptional returns on its CMT investment. Insimbi is trying to claw its way back.

Weekly corporate finance activity by SA exchange-listed companies

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

Weekly corporate finance activity by SA exchange-listed companies

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

GHOST BITES (Absa | Attacq | Clientele | Homechoice | Hyprop | Sirius Real Estate | Supermarket Income REIT | Vukile)

Important financial updates were released by Absa, Attacq, Clientele, Homechoice, Hyprop and Supermarket Income REIT. Sirius Real Estate sold a property at a solid price and Vukile is buying one in Spain!
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