Posts Tagged: Ninety One
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 (Afrimat | Lighthouse | Ninety One | Purple Group | Trustco)
Get the latest recap of JSE news in the Ghost Wrap podcast, brought to you by Mazars: Afrimat has more good news for the market (JSE: AFT) Alongside the Lafarge deal opportunities, the rest of
Ghost Bites (Grindrod | Kibo Energy | Ninety One | Trustco)
Grindrod has great news to report from the Maputo Port. Kibo Energy is trying hard to keep investors interested. Ninety One’s AUM ticked higher. Trustco is doing some odd-looking things.
Ghost Bites (African Media Entertainment | Brait | Caxton | Dipula | Ethos | MultiChoice | Ninety One | Novus | Reinet | Telkom | Woolworths)
Woolworths disappointed the market with its numbers. MultiChoice experienced premium subscriber growth for the first time in years. Look out for various other company updates as well!
Ghost Bites (Absa | Ninety One | Rebosis)
Absa has given a very important update for the interim period, reflecting a sharp jump in the credit loss ratio that has muted HEPS growth. Also look out for news from Ninety One and Rebosis.
Ghost Bites (Afrimat | BHP | Choppies | Steinhoff)
Although there were only a handful of stories on the JSE on Thursday, there was big news from Steinhoff and Afrimat got a few tongues wagging in the market. BHP made costly HR errors and Choppies needs equity.
Ghost Bites (De Beers | Dipula | enX | NEPI Rockcastle | Ninety One | Santova | Telkom | Tsogo Sun Gaming)
Is De Beers the canary in the luxury coal mine? Telkom is falling apart. Dipula, enX, NEPI Rockcastle, Ninety One, Santova and Tsogo Sun Gaming all reported numbers.
Ghost Bites (Afrimat | Anglo American | Capitec | Copper 360 | Ninety One | Sasol)
Afrimat and Capitec were the major earnings releases on the day. There’s copper news from Anglo American and Copper 360. Ninety One’s AUM drops further. Sasol is popular with banks.
Ghost Bites (EOH | Kibo Energy | Ninety One | Schroder REIT | Spar)
EOH’s rights offer is fully underwritten. Kibo looks to synthetic oil. Ninety One’s AUM is flat for the quarter. Schroder’s property values are lower. There are wholesale changes to the Spar board.
Ghost Bites (Bell Equipment | Equites Property Fund | Jubilee Metals | KAP | Woolworths)
Bell Equipment delivers a great trading statement. Equites goes back to the drawing board in the Lidl deal. Jubilee looks strong. KAP is a mixed bag (as usual). Woolworths exits David Jones.
Ghost Bites (Accelerate | DRA Global | Grand Parade | Harmony | Implats – Northam – RBPlats | Mondi | MTN | Steinhoff)
Accelerate isn’t accelerating. DRA Global has placed treasury shares. Offer for Grand Parade is fair and reasonable. Harmony closes Eva Copper deal. Implats has one hurdle left. Mondi sells more Russian assets. MTN pre-close update. The show is over at Steinhoff.
