Posts Tagged: Raubex
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 (AfroCentric | Aspen | AVI | Bidvest | Hulamin | MAS | Merafe | Metrofile | Netcare | Raubex | RCL Foods)
Get the latest recap of JSE news in the Ghost Wrap podcast, brought to you by Mazars: Afrocentric is struggling to find growth (JSE: ACT) This isn’t an easy way to make money AfroCentric owns
Ghost Bites (Alexander Forbes | Altron | Ethos Capital Partners | Harmony | Premier | Raubex | Shoprite | Vodacom | Zeda)
This was a busy day of news with a number of mostly positive earnings updates.
Ghost Bites (Adcorp | AEEI | Calgro | Cashbuild | Insimbi | Octodec | Raubex | Renergen | Schroder European Real Estate)
Adcorp, Calgro, Cashbuild, Insimbi and Raubex all gave earnings updates. Renergen responded to critics. AEEI could be going private.
Ghost Bites (ARC Investments | Novus | The Foschini Group)
The Foschini Group has a risky balance sheet in this environment. ARC Investments gave a portfolio update. Novus is now loss-making.
Ghost Bites (Altron | Calgro M3 | Dipula | Dis-Chem | KAP | Pan African Resources | Raubex | Stefanutti Stocks | Vodacom)
Vodacom was the big news on Monday, with important updates also coming through from Altron, Calgro M3, Dis-Chem, KAP and Raubex. The likes of Stefanutti Stocks, Dipula and Pan African Resources rounded out the day.
Ghost Wrap #21 (Clicks | Nu-World | Purple Group | Cashbuild | Oceana | Raubex | Mining Production (BHP + Glencore + Merafe + Sasol + Royal Bafokeng) | Standard Bank)
This week’s Ghost Wrap lays bare the impact of load shedding and inflation on a number of businesses, both good and bad. Look out for major retail, mining and financial services news in this episode.
Ghost Bites (British American Tobacco | Exemplar REITail | Glencore | Purple Group | Raubex | TWK | Zeder)
There’s big news from Purple Group re: the Philippines. Glencore may go hostile for Teck. Raubex released strong results. There are also updates from BAT, Exemplar, TWK and Zeder.
Ghost Bites (Barloworld | Gold Fields | Nutritional Holdings | Orion Minerals | RMB Holdings | Vodacom)
Barloworld’s spin-off of Zeda is complete. Chris Griffith is out at Gold Fields. Nutritional Holdings will be kicked off the JSE. Orion secures a funding package. RMB Holdings interim results. Vodacom closes the Egypt deal.
Ghost Bites (Absa | Capital & Regional | Fortress | Sanlam)
Absa is also enjoying the banking party. Capital & Counties brings a property view from the UK. Sanity may prevail at Fortress. Karooooo subscriber growth looks strong. Sanlam numbers under pressure.
Ghost Bites (Orion | Raubex | Royal Bafokeng | Spear REIT)
Orion has announced a R250 million funding package. Raubex proves that construction can make money, Royal Bafokeng Platinum suffered a poor quarter. Spear REIT puts in another solid performance.
