Tag:
Remgro
Ghost Bites
Ghost Bites (Choppies | Grand Parade | Heriot REIT | Kore Potash | Remgro)
Remgro has plenty of cash, but will they ramp up their repurchases? Heriot REIT is growing very quickly for a property fund. Choppies and Grand Parade are both dealing with difficult markets. Kore Potash has several lines in the water, but they will need cash soon.
Ghost Bites
Ghost Bites (Mahube Infrastructure | MC Mining | MTN Uganda | Remgro | SA Corporate Real Estate | Texton | York Timber)
Mahube Infrastructure has released the offer circular - and the price is below the fair value range. MTN Uganda keeps doing well. Remgro's trading statement is encouraging. Other updates came in from MC Mining, SA Corporate Real Estate, Texton and York Timber.
DealMakers
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
Ghost Bites
Ghost Bites (Alphamin | Harmony Gold | HCI and Deneb | Growthpoint | Metair | OUTsurance | Rainbow Chicken | Supermarket Income REIT)
Harmony Gold, Growthpoint, OUTsurance and Rainbow Chicken were the big names releasing results on the day. Alphamin could have a strong year in 2026. Metair is still struggling. HCI and Deneb are selling non-core properties. Supermarket Income REIT is a game of inches.
DealMakers
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies.
Ghost Bites
Ghost Bites (Aveng | Ninety One)
Aveng has announced a change in top management, with the CEO leaving the group at the end of January 2026. Ninety One's AUM has continued its positive trajectory.
DealMakers
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
Ghost Bites (Accelerate Property Fund | Alexforbes | Equites Property Fund | Fairvest | Hyprop | Lighthouse Properties | Nutun | Remgro | Standard...
A very busy day of property news saw updates from Accelerate, Equites, Fairvest, Hyprop and Lighthouse, with tailwinds visible across the sector. Alexforbes and Standard Bank gave important financial sector updates. Remgro wants to increase its exposure to Mediclinic SA. Tharisa's SARS victory saved their numbers. Nutun desperately needs to swing to profitability.
