Friday, October 18, 2024

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GHOST BITES (BHP | CMH | DRDGOLD | Insimbi | Mondi | NEPI Rockcastle | Pick n Pay | Premier | PSG)

Pick n Pay is still really struggling. The downturn at CMH is clear. Premier and PSG have shown strong growth. Look out for BHP, DRDGOLD, Insimbi, Mondi and NEPI Rockcastle as well.

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

Who’s doing what in the African M&A and debt financing space?

Weekly summary of all M&A, financial and debt market activity from across Africa (excluding South Africa)

GHOST BITES (ArcelorMittal | 4Sight | Primary Health Properties | Quilter | Zeder)

ArcelorMittal dishes out a reality check. 4Sight, Primary Health Properties and Quilter gave financial updates to the market with encouraging signs. Zeder's Applethwaite disposal has been completed.

GHOST BITES (AngloGold | British American Tobacco | Bytes | Karooooo | Tsogo Sun – HCI)

AngloGold's acquisition of Centamin is making progress. Bytes and Karooooo are growing strongly. British American Tobacco is having an investor day. Tsogo buys a property from HCI.

GHOST STORIES: The Investec Rand India Accelerator

The Investec Rand India Accelerator offers geared exposure to growth in the iShares MSCI India ETF over the 3.6-year term. The ETF tracks the...

UNLOCK THE STOCK: Lesaka Technologies

Lesaka Technologies offers a growth story in the fintech space. In this presentation and Q&A session, they explained exactly how they are building their group.

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