Posts Tagged: Mondi
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
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 (Ascendis | Mondi | Old Mutual)
Get the latest recap of JSE news in the Ghost Wrap podcast, brought to you by Mazars: Ascendis will be investigated by the TRP (JSE: ASC) After loads of mud-slinging on social media, the regulator
Ghost Bites (African Rainbow Minerals | Capital & Regional | Capitec | Caxton | Fortress | MC Mining | Mondi | Mpact | Quantum Foods)
Caxton, Mondi and Mpact bring you updates from the world of paper and packaging. In property, we had Capital & Regional as well as Fortress. In mining, African Rainbow Minerals and MC Mining released updates. Also look out for Quantum Foods!
Ghost Bites (AECI | Altron | CA Sales Holdings | Clientele | Jubilee Metals | Libstar | Sasol)
AECI, Altron, CA Sales Holdings, Jubilee Metals, Libstar and Sasol all released numbers of varying quality. Clientele released the circular for the 1Life acquisition.
Ghost Bites (Anglo American | Blue Label Telecoms | Caxton | Gold Fields | Harmony | Mondi | Pick n Pay | Tiger Brands)
It was a very busy day of news including the mining sector (particularly gold), as well as substantial bad news in the SA consumer side of the market.
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.
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 (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 (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 (AB InBev | Mondi | MTN)
AB InBev and Mondi are both wrapping up their exits of Russia, but with very different economic outcomes. MTN Nigeria has to act on unregistered SIM cards soon.
