Tag:
jse
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 (Bell Equipment | Crookes Brothers | Merafe | Spear REIT)
Bell Equipment's earnings are dropping sharply. Spear REIT's year is off to a decent start. Merafe has reached a full agreement with Eskom around tariffs, enabling the restart of two smelters. Crookes Brothers was assaulted by Mother Nature.
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 (Bidvest | Clientèle | Italtile | JSE | Libstar | Merafe | MTN | RCL Foods | Thungela)
RCL Foods is navigating a bitter situation in sugar. Bidvest is building a hygiene giant. Italtile and Thungela are struggling, while the JSE and MTN are flying. Clientèle's business is showing encouraging signs. Merafe is kicking the can down the road.
Featured
CNBC Africa interview: can the 2025 momentum filter into JSE mid-caps?
In this interview that took place on 13th January with CNBC Africa, I spoke through the pockets of performance on the JSE in the past 12 months and some of the areas that were left behind. Investing is always forward-looking, so it really comes down to one big question: can the JSE's momentum in 2025 filter down into JSE mid-caps? And what should investors look out for?
DealMakers
Control AltX delete? Is there still a place for the JSE’s Growth Board?
AltX’s role as a growth platform could be strengthened by focusing on seven areas.
DealMakers
South Africa’s equity capital markets – in terminal decline or turning a corner?
Since the beginning of 2018, SA has had six of the seven quietest years of equity issuance in the last twenty years.
Ghost Bites
Ghost Bites (Exemplar REITail | Octodec | Omnia | PPC | Raubex | Shoprite | Sibanye-Stillwater | Telkom | Tiger Brands | Vodacom)
In the grocery sector, we saw Shoprite with a quarterly update and Tiger Brands with a bullish narrative. In telcos, Vodacom had a great period and Telkom has built on the success of last year. Look out for Exemplar REITail and Octodec in property, along with Omnia, PPC and Raubex from the "real" economy. Finally, Sibanye settled with Appian.
