Tag:

Nedbank

Ghost Bites (JSE Limited | Nedbank)

Corporate actions might be on the quiet side, but JSE Limited is doing just fine. There's much to learn from Nedbank's interim numbers and the underlying growth engines.

Nedbank Interim Results: focused execution and growth

Nedbank has released results for the six months to March 2026. The company values the Ghost Mail audience and has placed them on the platform for your convenience. With significant strategic moves underway in Africa and South Africa, there's much to consider at Nedbank.

Ghost Bites (Datatec | Metair | Telkom)

Telkom's first quarter is a strong foundation for the rest of the year. Metair's restructuring efforts are taking hold. Datatec has expanded further in the US.

Ghost Bites (Kumba Iron Ore | Nedbank | Reinet | Sasol)

Kumba is a victim of the rand (and several other things). A big step forward for Nedbank in East Africa. Reinet's underperformance vs. British American Tobacco is incredible to witness. Sasol's business performance metrics for FY26 look encouraging.

Ghost Bites (Bank ratings upgrades | Mantengu | MAS | Oando)

Several SA banks have enjoyed a ratings upgrade from Fitch. A new bidder has emerged for Mantengu's Blue Ridge Platinum. PKMI's bid for MAS shares ended in a puff of smoke and not much else. Oando is a vertically integrated energy company that nobody talks about.

Ghost Bites (ACOF | Argent Industrial | Fortress Real Estate | Goldrush | Invicta | Lighthouse Properties | Naspers/Prosus | SA Corporate Real Estate)

Prosus is generating much better free cash flow outside of Tencent. Fortress Real Estate is raising capital. Important numbers came in from Argent Industrial, Goldrush, Invicta, Lighthouse Properties and SA Corporate Real Estate. ACOF is also showing promising signs.

Ghost Bites (Anglo American | Growthpoint | Nedbank | Optasia | Primary Health Properties | Schroder European Real Estate)

Growthpoint wants quality, not quantity. Nedbank's performance looks decent. Anglo American has unlocked important copper synergies. Optasia, Primary Health Properties and Schroder European Real Estate delivered important corporate updates.

Ghost Stories #106: Load shedding to load sharing – South Africa’s energy market evolves

The Finance Ghost sits down with Tokollo Tau from Nedbank CIB to unpack how South Africa’s energy landscape is evolving beyond the dark days of load shedding. What once felt like a permanent crisis has receded into the background, but the real story now is what’s being built in its place (like power wheeling and aggregation). Against the backdrop of the Africa Energy Forum, the conversation explores the infrastructure and commercial models that are reshaping how electricity is generated, moved and sold across the country, unlocking new levels of flexibility and opportunity for businesses.