Posts Tagged: KAL Group
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
Ghost Bites (Anglo American | Amplats | ArcelorMittal | British American Tobacco | Curro | Implats | KAL Group | Kumba | Mondi | MultiChoice)
Anglo American and its subsidiaries released production updates. Other industrials players like ArcelorMittal and Mondi featured, as did British American Tobacco and KAL Group. Look out for Curro and MultiChoice as well.
Ghost Bites (Italtile | Mondi | MultiChoice | RCL Foods | Sun International | Vukile)
MultiChoice is rolling the dice with Canal+ in a way that even Sun International would be proud of. Great numbers from Vukile. Look out for Italtile, Mondi and RCL Foods as well.
Ghost Bites (Alexander Forbes | Aspen | Capital Appreciation | Capitec – Sanlam | Datatec | Ellies | Glencore | Lighthouse | Nampak | Sygnia)
It was a busy day of results on the JSE, along with important corporate actions. Look out for Nampak, Sygnia, Alexander Forbes and Capital Appreciation as the headline grabbers of the day.
Ghost Bites (African Media Entertainment | City Lodge | Delta Property Fund | Frontier Transport | KAL Group | Mahube Infrastructure | Mr Price | Spar | Trematon)
Major earnings announcements came in from Mr Price and Spar in the retail sector, along with other interesting companies like small cap stalwart Frontier Transport.
Ghost Bites (De Beers | Dipula | enX | NEPI Rockcastle | Ninety One | Santova | Telkom | Tsogo Sun Gaming)
Is De Beers the canary in the luxury coal mine? Telkom is falling apart. Dipula, enX, NEPI Rockcastle, Ninety One, Santova and Tsogo Sun Gaming all reported numbers.
Ghost Bites (enX | MTN | Octodec | RFG Holdings | Sappi | Trematon)
Times are tough at MTN and at Sappi. RFG Holdings is doing nicely, Octodec is on the up ad Tramaton is flat if you read carefully. There’s an unexciting mandatory offer at enX.
Ghost Bites (Equites | Industrials REIT | Karoooo | Quantum Foods | Sibanye | Steinhoff | Vukile)
Equites’ NAV takes a knock. Karooooo is still growing strongly. Sibanye just can’t win and neither can Quantum Foods. Vukile invests further in Spain. Industrials REIT releases its circular. Steinhoff sells Mattress Firm.
Ghost Bites (AB InBev | Famous Brands | Gold Fields | KAL Group | Mondi | Pick n Pay)
It was a day of earnings updates from various sectors, ranging from solid results at AB InBev and Famous Brands through to poor numbers from Pick n Pay. Get it all in Ghost Bites.
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
Ghost Bites (Capital Appreciation | Jubilee Metals | KAL Group | Purple Group | Sibanye-Stillwater | South32)
Purple Group dominated the day’s headlines with tough results. Capital Appreciation announced a well-priced acquisition. We also saw further mining production updates.
