Tag:
RMB Holdings
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 (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.
Ghost Bites
Ghost Bites (Bidcorp | Dipula Properties | Emira Property Fund | Gold Fields | Harmony Gold | PBT Holdings | Purple Group | RFG...
Bidcorp and Woolworths released encouraging numbers. Purple is charging up the J-curve. Gold Fields hosted a capital markets day, while Harmony Gold's numbers showed why they are lagging behind. Look out for Dipula and Emira in property, along with PBT Holdings, RFG Holdings, RMB Holdings and Stefanutti Stocks on a busy day of news.
Ghost Bites
Ghost Bites (Anglo American | Ascendis | Balwin | Kumba Iron Ore | Old Mutual | Santova | Valterra Platinum | WeBuyCars)
WeBuyCars was punished by the market. Old Mutual hosted a capital markets day. Ascendis wants to go private - again. Anglo, Kumba and Valterra Platinum released production updates.
Balwin and Santova released results.
Ghost Bites
Ghost Bites (Boxer | CMH | Emira | HCI | MC Mining | PSG Financial Services | Vukile)
Boxer and Vukile show us where the growth is in South Africa, while Emira is struggling with its property portfolio. CMH has done a great job in a changing automotive environment. PSG Financial Services is going from strength to strength. HCI keeps jumping through hoops for SACTWU. MC Mining made a gross loss - not something you'll see very often!
Ghost Bites
Ghost Bites (Adcock Ingram | Gold Fields | Grindrod | Hulamin | MTN Zakhele Futhi)
Gold Fields is printing cash. Grindrod needs better numbers in Logistics. Hulamin needs better numbers everywhere. Adcock Ingram could delist later this year. MTN Zakhele Futhi estimates a residual value of R4 per share.
Ghost Bites
Ghost Bites (Aspen | Blue Label | Curro | Exxaro | Octodec | Spur | WBHO)
There's no sign of recovery in the Aspen share price. Conversely, Blue Label just keeps aiming for the stars. Exxaro, Spur, Octodec and WBHO all had positive stories. Curro is suffering with a slow and steady decline in numbers.
DealMakers
Who’s doing what this week in the South African M&A space?
Weekly summary of Merger & Acquisition activity by South African companies
