Posts Tagged: Investec Property Fund
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
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
Ghost Bites (Brikor | Discovery | Kore Potash | Libstar | Stefanutti Stocks | WBHO)
Brikor is under mandatory offer. Discovery released very adjusted earnings. Libstar’s volumes are down. There’s construction sector news at Stef Stocks and WBHO. Kore Potash rounds out the day of news.
Ghost Bites (Clientele | Fortress | Hammerson | Impala Platinum | Nampak | Sanlam | Santam | Truworths)
This is a good day to learn about how the new insurance accounting standard is distorting earnings. Also look out for property, mining and retail updates, along with Nampak pricing its rights offer.
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
Ghost Bites (Attacq | Invicta | RMB Holdings | Sappi | Wesizwe)
Attacq has agreed binding terms for the Waterfall deal with the GEPF. Invicta’s odd-lot is going ahead. RMB Holdings is fighting with Atterbury. Trouble in Germany for Sappi and right here at home for Wesizwe.
Ghost Bites (Exxaro | Hyprop | Merafe | Murray & Roberts | Naspers + Prosus | Sephaku)
Aside from the extraordinary events at Naspers and Prosus, there were important updates from the likes of Exxaro and Hyprop, amongst others.
Ghost Bites (Labat | Mantengu Mining | Marshall Monteagle | Naspers + Prosus | Shaftesbury | Spar)
It was a day of big and small on the JSE, with numbers from Naspers and Prosus accompanied by a variety of small cap updates. Look out for detailed numbers from Spar, for which you need a strong stomach.
Ghost Bites (Afrimat | Coronation | Datatec | Grindrod Shipping | Investec | Investec Property Fund | Netcare | Purple Group | Sanlam)
Investec, Netcare and Sanlam reported strong numbers. Afrimat and Investec Property Fund took a knock in this environment, with Grindrod shipping now in the red. Coronation, Datatec and Purple Group also had important updates.
Ghost Bites (AH-Vest | Altron | Brikor | Investec Property Fund | Sirius)
Altron releases a tough trading update with questionable adjustments. Investec Property Fund gives details of the ManCo internalisation. AH-Vest and Sirius released earnings updates and Brikor is a step closer to a mandatory offer.
Ghost Bites (Advanced Health | AYO | Cashbuild | EOH | Glencore | Hammerson | Industrials REIT | Investec Property Fund | Pick n Pay | Sirius)
Glencore makes a cheeky bid for a Canadian giant. Industrials REIT gets a big offer. Pick n Pay is struggling. EOH has a sustainable balance sheet. These, and many more updates in Ghost Bites.
