Wednesday, December 4, 2024
Tag:

KAP

GHOST BITES (Afrimat | Anglo American / Amplats / Kumba | Cashbuild | Clicks | Datatec | Mantengu Mining | Nu-World | Spear REIT)

Clicks and Datatec released great numbers and the duo of Cashbuild and Nu-World are showing signs of better sentiment. In mining, look out for Afrimat and the Anglo group companies, along with Mantengu and a strange narrative. Spear REIT is also worth a read.

Ghost Bites (Harmony Gold | Metair | Omnia | OUTsurance | Pan African Resources | Sanlam)

Harmony Gold and Pan African Resources released gold updates. In financial services, OUTsurance and Sanlam released numbers. Metair and Omnia added to an interesting day.

Ghost Bites (Finbond | KAP | Murray & Roberts | Northam Platinum | Truworths)

Truworths released poor numbers. Something seems to be brewing at Finbond. Most of KAP's businesses are underperforming. Murray & Roberts and Northam Platinum gave themselves more balance sheet flexibility.

Weekly corporate finance activity by SA exchange-listed companies

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

Ghost Bites (Copper 360 | KAP | Master Drilling)

KAP has given tighter earnings guidance, with a likely drop in HEPS year-on-year. Watch out for impairments at Master Drilling. Copper 360 had some changes to its financials.

Ghost Wrap #72 (KAP | Sephaku Holdings | ArcelorMittal | Nampak)

Get the latest on KAP's performance, Sephaku's positioning for the GNU Dawn, ArcelorMittal as a risky (but interesting) punt and Nampak as a turnaround story that is on a solid footing.

Ghost Bites (Attacq | Brait | Exxaro | KAP | Nedbank | RECM and Calibre)

Nedbank, Exxaro and Attacq released pre-close updates. KAP is taking strain in Safripol. Brait needs more time to realise assets. Look out for RECM and Calibre news as well.

Ghost Bites (MTN | Northam Platinum)

MTN's profits have been decimated by the devaluation of the naira. At Northam Platinum, there's an interim dividend despite a collapse in HEPS and a focus on liquidity,
Verified by MonsterInsights