The Foschini Group can’t put a foot wrong
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
Comments (3)
DAVE THE BRAVE
13 Jun 2022Could we see TFG eventually becoming a net exporter of goods given their investment in manufacturing capacity?
The Finance Ghost
13 Jun 2022That’s a fascinating question! I doubt it personally. I can’t really see how locally manufactured stuff would compete on the global stage from a cost perspective vs. manufacturing in Asia. The reason it works for TFG is because manufacturing is happening close to the consumer.
Chris Gilmour
14 Jun 2022Great article. TFG is pumping and is way ahead of the competition. As you rightly say, local manufacturing is the big differentiator here. Supply chain disruptions will likely last at least as long as China adheres slavishly to this ridiculous Zero -Covid policy and probably a lot longer than that. Most countries are now going back to onshoring a greater proportion of their products as they fear China could lock down at any time.