Tag:
Sabvest Capital
Ghost Bites
Ghost Bites (BHP | Metair | Oasis Crescent | Reinet | Sirius Real Estate | South32 | The Foschini Group | Zeder)
The Foschini Group had a hideous day. Metair and Sirius released juicy investor day presentations with loads of detail. BHP and South32 released quarterly updates. Look out for Oasis Crescent, Reinet and Zeder as well.
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 (Growthpoint | Metair | Old Mutual | Pan African Resources | Remgro)
Portfolio simplification at Growthpoint is a long slog. Old Mutual was boosted by short-term insurance. Pan African has given strong guidance. Metair is struggling, but surviving. Remgro released a trading statement.
Ghost Bites
Ghost Bites (Altvest | AVI | Clientele | Metrofile | Sun International)
Altvest is going all-in on bitcoin. AVI's beverages business drove them forward. Sun International's casinos continue to struggle. Clientele's customer base is under pressure. Metrofile's margins went the wrong way.
DealMakers
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
DealMakers
Who’s doing what this week in the South African M&A space?
Weekly summary of Merger & Acquisition activity by South African companies
DealMakers
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
DealMakers
Who’s doing what this week in the South African M&A space?
Weekly summary of Merger & Acquisition activity by South African companies
