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Sebata Holdings

Ghost Bites (Grindrod | Impala Platinum | Shoprite)

The market celebrated the latest numbers at Shoprite. Grindrod went the other way, with flat HEPS in the latest period. There's a wild move in Impala Platinum's earnings.

Ghost Bites – all eyes on MTN

With MTN's share price suffering a nasty correction in response to the release of results by MTN Nigeria and MTN Ghana, it's worth digging into these issues in detail.

Ghost Bites – Consumer Stocks (AB InBev | AVI | British American Tobacco | Woolworths)

AB InBev has been lucrative for investors this year, while British American Tobacco has met expectations. AVI had a tough second half, with only the fish to keep them sane. At Woolworths, even business class shoppers have taken a knock.

Ghost Bites (Accelerate Property Fund | Bytes Technology | Capitec | Sappi)

Accelerate Property Fund has made more progress. Bytes Technology investors must be patient for growth in profits. Capitec has sold its rental finance business to Sasfin. Sappi jumped on positive news about recent trading.

Ghost Bites (Absa | Fortress Real Estate | Gemfields | Harmony | Hudaco | PBT Holdings | Sun International | Sephaku | Resilient |...

A huge day of news saw updates across many sectors on the JSE. Absa, Harmony, Hudaco, PBT Holdings, Sephaku, Resilient REIT and Thungela gave detailed updates. Sun International's revenue is on track. Gemfields is in serious trouble. Fortress had no problem raising the capital.

Ghost Bites (ASP Isotopes | CA Sales | Hyprop | Mantengu | Sappi | Sirius Real Estate)

Hyprop shows that destination shopping can take the fight to eCommerce. ASP Isotopes and Sappi have significant deal news, while Sirius Real Estate and CA Sales are doing the type of deals that those groups are known for. Mantengu is very unhappy with its auditors.

Ghost Bites (Datatec | Heriot REIT | Prosus / Naspers)

Prosus and Naspers have given us a peek at earnings via a trading statement. Datatec has crystallised some of the value in Westcon International, with a special dividend of over R7 billion on the horizon. The Heriot family is injecting more assets into Heriot REIT.

Ghost Bites (Clientèle | Crookes Brothers | KAP | Mantengu | Novus | Vunani | Vodacom – YeboYethu)

KAP got an unexpected boost from the Middle East conflict. Novus has much work to do. Crookes Brothers, Vunani and YeboYethu gave important earnings updates. Clientèle is a step closer to delisting. Mantengu wants to dispose of Blue Ridge Platinum.