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Ghost Bites
GHOST BITES (Astoria | Barloworld | Fairvest | Master Drilling | Oceana | Pepkor | Remgro | Santova)
Fairvest had no problem raising capital. Pepkor announced a major acquisition. Santova has also flagged a potential acquisition. Astoria, Barloworld and Oceana released difficult numbers. Master Drilling's dividend growth has distracted the market from impairments.
Ghost Bites
GHOST BITES (ADvTECH | Ascendis | Astral Foods | Burstone | Gold Fields | Grand Parade Investments | Premier | Raubex | Southern Sun...
ADvTECH and STADIO have shown how to make money in education. Raubex keeps delivering. Astral Foods is facing adversity again. Gold Fields is trying to acquire Gold Road. Look out for Ascendis, Burstone, Grand Parade, Premier and Southern Sun as well.
Unlock the Stock
UNLOCK THE STOCK: Homechoice International
In the 49th edition of Unlock the Stock, Homechoice International joined the platform for the first time to talk about the recent performance and strategic focus areas for the group. The Finance Ghost co-hosted this event with Mark Tobin of Coffee Microcaps and the team from Keyter Rech Investor Solutions.
Dominique Olivier
Temu Teslas no more: how China won the EV race
In case you've been living under a rock, the Chinese vehicle onslaught is causing massive disruption in the automotive sector. It's even more severe in the EV world, something we aren't exposed to in South Africa. Dominique Olivier explains how China did it.
Ghost Bites
GHOST BITES (Choppies | Investec | Momentum | Shaftesbury | South Ocean Holdings)
Investec's UK business dragged down the group numbers. Shaftesbury is selling part of its Covent Garden stake. Momentum had an exceptional period. Choppies is doing well and South Ocean Holdings certainly isn't.
Ghost Bites
GHOST BITES (ArcelorMittal | Sabvest)
ArcelorMittal is still winding down the long steel business. Sabvest had a particularly good year in 2024, with NAV growth well above recent averages.
Ghost Wrap
GHOST WRAP – Q1 winners on the JSE
In considering how the first few months of the year have played out, some surprising winners have emerged. The performance in gold is simply a case of the sector carrying on where it left off in 2024, but what about platinum? And where did that telecoms rally come from? Also, have retail stocks continued their slide since the previous episode of Ghost Wrap that focused on that issue?
DealMakers
Who’s doing what this week in the South African M&A space?
Weekly summary of Merger & Acquisition activity by South African companies
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