Posts Tagged: Schroder European REIT
Unlock the Stock: Afrimat and Spear REIT
Afrimat’s track record is spectacular. Spear REIT is a highly respected property fund. On Unlock the Stock, you can learn about both companies.
RCL is far more than just a chicken business
RCL is far more than just a chicken business these days, which isn’t a bad thing.
Bidvest: strong trading profit growth in every division
Bidvest closed 3.8% higher after releasing results for the six months to December 2021.
Liberty Two Degrees: reversions continue to bite
Liberty Two Degrees holds stakes in some of the most iconic properties in the country
Alviva: 20% revenue growth excl. Tarsus
After teasing the market with a trading statement, Alviva has now released all the details of the interim results for the six months ended December 2021.
PSG Group and the Great Value Unlock
This is one of the biggest news stories on the JSE that we’ve seen in a while
JSE Limited: a cash cow in a shrinking field
You may not be aware of this, but the JSE Limited is listed on the JSE. You’re right in thinking that this sounds like the financial version of the movie Inception
Capital Appreciation on the deal train
The company has announced the acquisitions of three technology companies in South Africa and a 20% stake in a company in the Netherlands.
Woolworths won’t miss 2021
as released results for the 26 weeks to 26 December 2021. The share price rallied 6% despite a fair share of negative commentary on Twitter.
Cashbuild’s negative sales momentum continues
Cashbuild released its interim results for the six months ended 26 December 2021
Ghost Bites (Schroder | Southern Palladium | Spear REIT | Transaction Capital – WeBuyCars | Woolworths)
Get the latest recap of JSE news in the Ghost Wrap podcast, brought to you by Mazars: Schroder European Real Estate refinances a major loan (JSE: SCD) This is a useful way to see how
Ghost Bites (Bowler Metcalf | DRDGOLD | Lesaka | MTN | MultiChoice)
There’s M&A news of very different kinds at Lesaka, MTN and MultiChoice. DRDGOLD’s earnings growth is modest, unlike at Bowler Metcalf with great operating leverage.
Ghost Bites (Advanced Health | Pick n Pay | Schroder European REIT | Stefanutti Stocks)
Advanced Health seems to be headed for the exit. Pick n Pay invests in red meat. Schroder’s valuation goes the wrong way. Stefanutti Stocks gets paid on its claim soon.
Ghost Bites (Aveng | BHP | Delta | PSG Konsult | Schroder | Steinhoff | Tharisa | Tradehold | Vunani)
Aveng was Thursday’s big loser. BHP and Delta Property Fund are doing deals. PSG Konsult, Schroder and Tharisa released financial updates. Steinhoff marches towards zero. Tradehold changes name and Vunani never changes.
Ghost Bites (Afrimat | Cashbuild | Lighthouse Properties | Merafe | RCL Foods | South Ocean | Transaction Capital | York Timber)
Afrimat has moved sector. Cashbuild has finalised the odd-lot offer. Earnings from Lighthouse Properties, Merafe, South Ocean and York. Transaction Capital can suddenly give forecasts. RCL is angry with Albie Cilliers.
Ghost Bites (EOH | Kibo Energy | Ninety One | Schroder REIT | Spar)
EOH’s rights offer is fully underwritten. Kibo looks to synthetic oil. Ninety One’s AUM is flat for the quarter. Schroder’s property values are lower. There are wholesale changes to the Spar board.
Ghost Bites (Afrimat | Aveng | Grindrod | Karooooo | RCL Foods)
Afrimat sees a drop in profitability. Aveng looks increasingly interesting. Grindrod jumps after a trading update. Karooooo releases solid Q2 numbers. RCL Foods wants to unwind its B-BBEE deal.
Ghost Bites Vol 69 (22)
Thungela’s results and a R60 dividend set tongues wagging on Monday. Absa, Spur and others released results. Sappi has made some heavy-hitting executive appointments.
Ghost Bites Vol 48 (22)
Pan African Resources achieved record production. Coronation’s AUM is still dropping. Steinhoff subsidiary Pepco is reporting great sales growth. Schroder’s European portfolio value has dropped slightly.
