Posts Tagged: MAS
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 (AfroCentric | Aspen | AVI | Bidvest | Hulamin | MAS | Merafe | Metrofile | Netcare | Raubex | RCL Foods)
Get the latest recap of JSE news in the Ghost Wrap podcast, brought to you by Mazars: Afrocentric is struggling to find growth (JSE: ACT) This isn’t an easy way to make money AfroCentric owns
Ghost Bites (ArcelorMittal | Gemfields | MAS | Truworths | York Timber)
ArcelorMittal’s profits were smashed. Truworths can be thankful for the UK business. York TImber is acquiring farms from Sappi. MAS released detailed balance sheet thinking. Gemfields sounds bullish.
Ghost Bites (Grindrod | Huge Group | KAP | SA Corporate | Spear | Tharisa)
It seems that Grindrod has the Maputo port for longer. KAP’s earnings have fallen sharply. Huge raised funding. Look out for news from SA Corporate, Spear REIT and Tharisa as well.
Ghost Bites (African Rainbow Capital | Eastern Platinum | Grindrod Shipping | Harmony | Italtile | MAS | RMB Holdings)
Consumer spending is still an issue for Italtile. MAS is continuing with its cautious approach to the balance sheet. Look out for several other company updates 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 (AfroCentric | AngloGold | Fairvest | Gemfields | Mondi | Oceana | Prosus + Naspers | RFG | Zeder)
Bob van Dijk is out at Prosus. It was a day for food and agriculture updates, with Oceana, RFG and Zeder all weighing in. AfroCentric released earnings. AngloGold and Mondi had M&A news. Gemfields reported on an emeralds auction.
Ghost Bites (African Rainbow Minerals | AVI | Bidvest | Brimstone | Cognition | MAS | Nampak | Naspers + Prosus | PPC | RCL Foods | Sea Harvest)
On a busy day of news, we saw everything from corporate activity at Naspers / Prosus through to results in the agriculture and food space from the likes of RCL Foods, AVI and Sea Harvest. You’ll also see numbers from companies ranging from Bidvest to MAS
Ghost Bites (AH-Vest | Altron | Brikor | Investec Property Fund | Sirius)
Altron releases a tough trading update with questionable adjustments. Investec Property Fund gives details of the ManCo internalisation. AH-Vest and Sirius released earnings updates and Brikor is a step closer to a mandatory offer.
Ghost Bites (ARC | EOH | Nampak | Mr Price | Renergen | Telkom)
ARC is making further changes to management fees. EOH is stable operationally but the balance sheet remains a problem. Nampak has extended its existing debt. Mr Price beds down the Studio 88 deal. Renergen gave a quarterly update. Rain wants to merge with Telkom.
Ghost Bites Vol 86 (22) – Discovery | The Foschini Group | Conduit Capital
Discovery’s results (and lack of dividend) was the big news of the day. The Foschini Group weighed in with a trading update. Conduit Capital is in its death throes. Tiger Brands has recalled yet another product.
