Posts Tagged: Vukile Property Fund
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
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
Ghost Bites (Gemfields | Investec | Life Healthcare | Quantum Foods | Texton Property Fund)
There’s no interim dividend at Gemfields. Investec is growing, but especially in the UK. Life renewed its cautionary. Quantum is loss-making. Texton makes progress.
Ghost Bites (Absa | Ninety One | Rebosis)
Absa has given a very important update for the interim period, reflecting a sharp jump in the credit loss ratio that has muted HEPS growth. Also look out for news from Ninety One and Rebosis.
Ghost Bites (Choppies | Conduit Capital | Invicta | RMB Holdings)
Choppies announced a deal and the figures are impossible to understand. Invicta announced a deal with no figures. RMH Holdings is fighting in court. Conduit has sold CLAH, at last.
Ghost Bites (Bell Equipment | Invicta | Mondi | RMB Holdings | Southern Palladium | Vukile Property Fund)
A surprise resignation by the Bell CEO at one end of the industrials sector and an acquisition by Invicta in Singapore at the other. Mondi is also buying an asset. RMB Holdings, Southern Palladium and Vukile also feature.
Ghost Bites (Heriot REIT | Hudaco | Implats – RBP | MC Mining | Nampak | Nictus | PBT Group | Primeserv | RMB Holdings | SA Corporate Real Estate)
Featuring updates from several small caps on the JSE, it was a day of interesting news that included important earnings updates from Hudaco and PBT Group, among others.
Ghost Bites (Exxaro | Hyprop | Merafe | Murray & Roberts | Naspers + Prosus | Sephaku)
Aside from the extraordinary events at Naspers and Prosus, there were important updates from the likes of Exxaro and Hyprop, amongst others.
Who’s doing what this week in the South African M&A space?
Weekly summary of Merger & Acquisition activity by South African companies
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
Ghost Bites Vol 76 (22)
Richemont has announced an important transaction related to its direct-to-consumer strategy. Results came in from KAP, Bidcorp, DRDGOLD, Harmony Gold and more. Spear REIT has done an interesting property deal.
