Tag:
RMB Holdings
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
Ghost Bites
Ghost Bites (Accelerate Property Fund | AECI | Astoria | Brimstone | Glencore | Orion Minerals)
Glencore's production update shows a nasty drop in own sourced copper. AECI's turnaround is making good progress. Brimstone has been boosted by Sea Harvest. Accelerate Property Fund remains highly speculative. Orion Minerals released a quarterly report. Astoria is reducing its stake in OIH.
Ghost Bites
Ghost Bites (Absa | Crookes | Lesaka | PBT | Reinet | Remgro – eMedia | RMB Holdings | SA Corporate Real Estate |...
Absa's trading update reflects a much lower credit loss ratio. Lesaka is buying Bank Zero. Crookes and Sea Harvest gave us agri updates. Remgro is unbundling its eMedia exposure. Reinet might sell Pension Insurance Corp. RMB Holdings has a tough story to sell. SA Corporate Real Estate's update has fascinating read-through for grocery retail.
Ghost Bites
GHOST BITES (Brait | NEPI Rockcastle | RMB Holdings | Schroder European Real Estate)
Brait's brief trading update was far too easy to miss on SENS. NEPI Rockcastle is buying another mall in Poland. RMB Holdings and Schroder European Real Estate released numbers.
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 | RMB Holdings)
Coronation seems happy with single digit growth. Old Mutual's key metrics are going in the right direction. RMB Holdings has given NAV guidance.
