Tag:
SA Corporate Real Estate
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 (Lesaka Technologies | Motus | Purple Group | SA Corporate Real Estate | Sappi | Sibanye-Stillwater | Transpaco | Truworths | Vodacom)
Lesaka Technologies off to a good start in FY26. Sappi is suffering great pain, but at least they acknowledge it - unlike Truworths. Purple Group is charging up the J-curve. Sibanye-Stillwater is loving life, while Motus is also adapting well. Vodacom Please Call Me looks to be around R540 million. We saw deal news at Transpaco and SA Corporate Real Estate as well.
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 (Adcock Ingram | MAS | Newpark | SA Corporate Real Estate | Sappi)
Sappi is digging for every cent they can. SA Corporate Real Estate is acquiring a large residential property portfolio. MAS has a significant change of direction. Adcock Ingram shareholders say yes to Natco Pharma. Newpark REIT was hurt by reversions.
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 | Afrimat | Datatec | Finbond | Newpark REIT | SA Corporate Real Estate)
Afrimat has found some positive momentum. Accelerate released the critical Portside disposal circular. Datatec is flying. In other property news, Newpark REIT has updated earnings guidance and SA Corporate Real Estate is selling Bluff Towers. Finally, Finbond is profitable again.
Ghost Bites
Ghost Bites (Africa Bitcoin Corporation | Curro | eMedia | Orion Minerals | Prosus | Trustco)
Curro is ready to go private. Prosus can close the Just Eat Takeaway.com deal. eMedia is making a significant offshore investment. Africa Bitcoin Corporation needs to get up the J-curve a lot faster. Orion Minerals is enjoying strong capital raising support. Trustco has once again angered the JSE.
DealMakers
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
