Saturday, January 3, 2026

UNLOCK THE STOCK: Southern Sun

In the 65th edition of Unlock the Stock, Southern Sun joined the platform to talk about the recent numbers and the strategic outlook for the business.

Ghost Bites (Mr Price | NEPI Rockcastle)

Mr Price isn't backing off on the NKD deal, despite the absolute hatred for the transaction from the market. NEPI's pre-close update shows the importance of looking at per-share growth.

Ghost Bites (Curro | Hulamin | Labat Africa | Sanlam)

The Curro deal gets the green light. Sanlam is doing important deals in India across the various Shriram investments. Labat Africa's numbers look very interesting. Hulamin's full year numbers are likely to be awful.

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