Tag:
Kibo Energy
Ghost Bites
Ghost Bites (Capitec | Grindrod | KAP | Lighthouse | Nedbank | Truworths)
Capitec just doesn't stop growing, but Nedbank is acquiring iKhokha to try get a slice of the action. Truworths has suffered a earnings knock, with SA looking especially weak. KAP is doing worse than expected. Grindrod's core earnings are flat. Lighthouse's dividend is up.
Ghost Bites
GHOST BITES (AngloGold | Brait | CMH | Gemfields | Glencore | Gold Fields | MTN Nigeria | Oceana | Renergen | Supermarket Income...
Glencore's trading update was punished by the market., while Brait's was rewarded Things look much better at MTN Nigeria. AngloGold and Gold Fields released news on deals. CMH, Gemfields, Oceana, Renergen and Supermarket Income REIT also had important updates.
Ghost Bites
GHOST BITES (Castleview – SA Corporate Real Estate | Remgro | Schroder European Real Estate)
Remgro's capital markets day proved that you should find someone who looks at you the way Remgro looks at dividends. Castleview bought more of SA Corporate Real Estate. In other property news, Schroder's valuation dropped again.
Ghost Bites
GHOST BITES (Accelerate | AECI | Bell Equipment | Cilo Cybin | Gemfields | Prosus – Naspers | Thungela)
Prosus is investing further in Latin America and Thungela is chasing dreams in Australia. Bell Equipment's earnings are dropping sharply, Gemfields is in trouble and Accelerate Property Fund is still treading water. And why is the AECI CFO suddenly on the way out?
DealMakers
Who’s doing what this week in the South African M&A space?
Weekly summary of Merger & Acquisition activity by South African companies
Ghost Bites
GHOST BITES (Capital Appreciation | Exxaro | Fortress | Lighthouse)
Capital Appreciation's software division is a headache. Exxaro is having a tough year. Life-after-REIT looks great for Fortress. Lighthouse is finding things more competitive than before in Iberia.
Ghost Bites
GHOST BITES (Bell Equipment | Coronation | Zeder)
Bell Equipment's weak second half will cause nerves among investors who missed out on the take-private offer. Coronation's B-BBEE deal is devoid of creativity. Zeder has flagged a worrying outlook.
DealMakers
Who’s doing what this week in the South African M&A space?
Weekly summary of Merger & Acquisition activity by South African companies
