Tag:
ISA Holdings
Ghost Bites
Ghost Bites (ASP Isotopes | ISA Holdings | Sephaku | The Foschini Group)
The Foschini Group's share price is still sliding. Sephaku is a reminder of how regional the cement industry is. ASP Isotopes seems to be on the right side of Trump. ISA Holdings reported good numbers.
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 (Altron | Ethos Capital | Exxaro | MTN Rwanda | Oceana | Pepkor | Redefine Properties | Santova)
Pepkor shows what is possible in retail. Santova paints a worrying picture around SA trade. Altron is a mixed bag, while Redefine looks solid and MTN Rwanda adds to the positivity around Africa. Oceana had a better than expected finish to the year. Ethos Capital is moving closer to a full value unlock. Exxaro sold a business.
Ghost Bites
Ghost Bites (Accelerate Property Fund | Assura – Primary Health | AYO Technology | Finbond | ISA Holdings | Nampak | Powerfleet | Quantum...
Nampak's turnaround continues. Quantum Foods had a much better period. Sasol Oil will be paid billions by Transnet. Primary Health's bid is making Assura think. Accelerate Property Fund, AYO Technology, Finbond, ISA Holdings and Powerfleet also had updates.
Ghost Bites
GHOST BITES (Grindrod | Huge | ISA | Richemont | Sephaku | The Foschini Group)
Richemont's numbers were dragged down by Asia Pacific. The Foschini Group had a poor period that ended strongly. Grindrod's Mozambican ports business has reopened. Huge, ISA and Sephaku all released numbers.
Ghost Bites
Ghost Bites (Balwin | Brikor | Brimstone | 4Sight | ISA Holdings | MC Mining | Pan African Resources | Quantum Foods)
Balwin is chasing growth in KZN. 4Sight and ISA fly the small tech flags. Quantum Foods has improved margins. Brikor, Brimstone, MC Mining and Pan African Resources also released announcements.
Ghost Bites
Ghost Bites (Altron | Gold Fields | ISA Holdings | Naspers – Prosus | Newpark | Richemont | Sirius Real Estate | Trematon)
Richemont released numbers and announced a new CEO, with Naspers - Prosus also announcing a new CEO. Updates came in from Altron, Gold Fields, ISA Holdings, Newpark, Sirius Real Estate and Trematon.
Ghost Bites
Ghost Bites (Eastern Platinum | ISA Holdings | Montauk Renewables | Quantum Foods | RFG Holdings | Richemont | The Foschini Group)
Results came in from well-known players like Richemont, The Foschini Group, RFG Holdings and Quantum Foods, as well as more obscure companies like Eastern Platinum, ISA Holdings and Montauk.
