Posts Tagged: Omnia
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 (AYO Technology | British American Tobacco | Gemfields | Metair | Nedbank | Rebosis | Schroder Real Estate | Texton | Tharisa | Tongaat Hulett)
The biggest news of the day was British American Tobacco’s impairment and outlook, which drove a 10% drop in the share price. A number of other companies released updates as well.
Ghost Bites (Astral Foods | Barloworld | Brikor | FirstRand | Naspers + Prosus | Netcare | Omnia | PPC | Sirius | Stefanutti Stocks)
Look out for important earnings updates from several large companies, including the likes of Barloworld, FirstRand and Netcare. Sirius is tapping the market for capital.
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
Ghost Bites (Bell Equipment | MiX Telematics | MTN | Omnia | Sirius)
Bell Equipment is growing earnings strongly. MiX Telematics reported a large year-on-year swing in profits. Has MTN stabilised in the R90s? Omnia expects HEPS to drop. Sirius has concluded two deals.
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 (Astral Foods | Choppies | Discovery | Investec | MC Mining | Remgro | Trellidor)
Astral and Trellidor show just how hard it is out there. Choppies and Discovery also aren’t shooting the lights out. Remgro managed to grow intrinsic NAV nicely. Investec and MC Mining round out the day.
Ghost Bites (AB InBev | Mondi | Mpact | Sabvest | Sappi | South Ocean | Wesizwe)
It was a big day in the paper and packaging sectors, with numbers from three major players: Mondi, Mpact and Sappi. We also saw results from AB InBev and South Ocean, with ongoing labour issues at Wesizwe.
Ghost Bites (Glencore | Novus | Omnia | Stor-Age | Transaction Capital)
On a brutal day for local stocks, nothing was spared. Glencore, Novus, Omnia, Stor-Age and Transaction Capital all released updates into an unforgiving market.
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 (Merafe | Nampak | Omnia)
Merafe’s production has taken a dip thanks to Eskom. There’s something being packaged at Nampak and I’m not talking about the cans. Omnia has exited Umongo after the call option was exercised.
