Posts by: The Finance Ghost
Baidu’s Strategic Leap: Harnessing the Transformative Power of AI and Language Models
Baidu, the Chinese multinational technology titan, looks to stand at the forefront of technological revolution
Ghost Bites (Glencore | Novus | Omnia | Stor-Age | Transaction Capital)
On a brutal day for local stocks, nothing was spared. Glencore, Novus, Omnia, Stor-Age and Transaction Capital all released updates into an unforgiving market.
Discover your investment personality
This is literally a must-read for every single investor in the market. Unless you understand what kind of investor you are, you can’t put in place the right strategy for your personality.
Ghost Bites (Afrimat | City Lodge | MTN | Nedbank | Standard Bank | Transaction Capital)
Afrimat is buying Lafarge, an interesting punt at local cement and construction materials. City Lodge is profitable again. Look out for news from MTN, Nedbank, Standard Bank and Transaction Capital.
Ghost Bites (De Beers | FirstRand | Gemfields | Growthpoint | Marshall Monteagle | Spear | Steinhoff)
FirstRand’s earnings update is very interesting. There is news on shiny products at De Beers and Gemfields. Look out for Growthpoint, Marshall Monteagle, Spear and Steinhoff as well.
National security protections, procedural fairness and cartel enforcement highlighted as competition law trends
National security provisions are firmly in the sights of competition authorities internationally, but less so for competition regulators in Africa.
Who’s doing what in the African M&A space?
Weekly summary of all Merger & Acquisition activity from across Africa (excluding South Africa)
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 this week in the South African M&A space?
Weekly summary of Merger & Acquisition activity by South African companies
Ghost Bites (Brimstone | Growthpoint | Harmony | Labat | Mr Price | Stadio)
Growthpoint and Mr Price were the biggest stories of the day, with important updates from Harmony and Stadio as well. Brimstone’s NAV is available. Labat did something strange.