Posts Tagged: Telkom
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
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 (Bell | Discovery | Gemfields | Grand Parade Investments | Investec | MC Mining | Renergen | Schroder Real Estate | Sibanye | South32 | South Ocean | Telkom | Transaction Capital | Workforce)
Discovery and Investec were the big numbers of the day. Renergen raised more capital. Look out for Grand Parade, MC Mining, Schroder, Sibanye, South32, South Ocean and Workforce as well.
Ghost Bites (Anglo American Platinum | Aveng | 4Sight | Italtile | Northam Platinum | Telkom | Transpaco | Vukile)
There’s murder on the PGM dancefloor and it doesn’t look much better for Italtile and Transpaco either. 4Sight and Vukile are enjoying an upswing, with Telkom just treading water.
Ghost Bites (Kibo Energy | Life Healthcare | Lighthouse | Telkom | Texton)
Telkom is a step closer to a Swiftnet deal. Texton closes the rights offer. Life’s disposal of Alliance Medical Group is unconditional. Lighthouse sells Hammerson. Kibo chases money.
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
Ghost Bites (African Rainbow Capital | Argent Industrial | Coronation | Deneb | Momentum | Sibanye | Sirius | Southern Sun | Telkom)
Capital raises are suddenly the theme on the market, with African Rainbow Capital, Sirius and Sibanye all getting involved. These raises certainly aren’t created equal, though.
Ghost Bites (African Media Entertainment | Brait | Caxton | Dipula | Ethos | MultiChoice | Ninety One | Novus | Reinet | Telkom | Woolworths)
Woolworths disappointed the market with its numbers. MultiChoice experienced premium subscriber growth for the first time in years. Look out for various other company updates as well!
Ghost Bites (Ascendis | Delta Property | Kibo Energy | Orion Minerals | Renergen | Rex Trueform | Sasfin | Telemasters | York Timber)
It was a day of cockroaches on the JSE, with so many zombie listings releasing announcements. I covered all of them. Thankfully, I also had more interesting stuff to cover, like a Rex Trueform acquisition!
Ghost Wrap #36 (AngloGold + Sibanye-Stillwater + Gold Fields + Pan African Resources | MTN + Telkom | Ellies | Curro)
Now released twice-weekly, Ghost Wrap is your summary of the most interesting company news on the JSE. Ghost Wrap is brought to you by Mazars.
Ghost Bites (British American Tobacco | EOH | Gemfields | Glencore | Liberty Two Degrees | MC Mining | Mr Price | MTN | Orion Minerals | RMB Holdings | Southern Palladium | Stefanutti Stocks | Telkom)
On an exceptionally busy day of updates, we saw just about everything from junior mining right through to telecoms, with technology and property added in for good measure.
