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Ghost Bites (Aspen | South32)

Aspen gets ready for thinner clients and fatter profits in Canada, but it all depends on whether they can get supply of the key active pharmaceutical ingredient. South32 signs off on a strong FY26 during a key transition period.

Weekly corporate finance activity by SA exchange-listed companies

Weekly summary of corporate finance activity by South African exchange listed companies.

Ghost Bites (DRDGOLD | Hudaco | Richemont | Supermarket Income REIT)

Richemont's blowout sales growth brings luxury back in vogue. Supermarket Income REIT is raising £100 million for acquisitions. DRDGOLD has released a presentation to explain their capex cycle. Hudaco locked in the world's strangest (or most efficient?) share repurchase.

Ghost Bites (Accelerate Property Fund | Bytes Technology | Capitec | Sappi)

Accelerate Property Fund has made more progress. Bytes Technology investors must be patient for growth in profits. Capitec has sold its rental finance business to Sasfin. Sappi jumped on positive news about recent trading.

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 (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.

Weekly corporate finance activity by SA exchange-listed companies

Weekly summary of corporate finance activity by South African exchange listed companies.

Ghost Bites (CA Sales | Premier | Stor-Age | Vukile Property)

Vukile is doing well everywhere, while property sector peer Stor-Age's strong local performance is being diluted by tough conditions in the UK. It's Chuckles all round for Premier investors thanks to the Millbake numbers. CA Sales is dipping into digital with a new acquisition.