Tag:

Old Mutual

Weekly corporate finance activity by SA exchange-listed companies

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

Ghost Bites (Labat Africa | Old Mutual | South Ocean Holdings)

When will Labat Africa engage with the market and tell their story? Old Mutual reminds us just how well our market infrastructure works in South Africa (especially compared to Zimbabwe). South Ocean Holdings expands in Cape Town.

Who’s doing what this week in the South African M&A space?

Weekly summary of Merger & Acquisition activity by South African companies.

Weekly corporate finance activity by SA exchange-listed companies

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

Ghost Bites (Accelerate Property Fund | MTN | Reinet)

Accelerate Property Fund is making a lot of progress with Fourways Mall, but there are other headaches. Reinet is receiving a massive war chest from the Pension Insurance Corp disposal. MTN has beefed up the board.

Ghost Bites (Libstar | Mr Price | Old Mutual | Primary Health Properties | SPAR | STADIO | Woolworths)

Libstar is doing much better than before. In related sector news, Woolworths is acquiring in2food from Old Mutual Private Equity. Separately, Old Mutual released results for 2025. Mr Price is still trying to convince the market that NKD is a good deal. STADIO is growing beautifully. SPAR has launched a voluntary severance programme. Primary Health Properties released results.

Ghost Bites (Burstone | Life Healthcare | Momentum | NEPI Rockcastle | RFG Holdings | Southern Sun)

Momentum goes from strength to strength. Southern Sun has great occupancy, but cost pressures are evident, Life Healthcare is complex, but growing. NEPI Rockcastle and Burstone are doing all kinds of exciting things, yet earnings growth is relatively tame. RFG Holdings was dragged down by the International segment.

Ghost Bites (Coronation | Old Mutual | Reinet | Telkom)

Coronation is enjoying double-digit growth, while Old Mutual is finding it hard to achieve a meaningful uplift in its business at the moment. Telkom is pushing the data story and with great success. Reinet is sitting on a pile of cash that is expected to get much bigger.