Posts by: The Finance Ghost
Ghost Bites (Afrimat | AngloGold | Investec | Steinhoff)
Afrimat agrees payment terms for Glenover. AngloGold reports nasty year-on-year numbers. Investec one step closer to Rathbones. Steinhoff’s SOTP valuation tells the entire story.
Ghost Bites (Crookes Brothers | Fortress | Invicta | Mantengu Mining | Nedbank | PPC | Primeserv | RAC | Renergen)
From banking to industrials, it was a busy day on the JSE. Look out for particularly strong numbers from Invicta and Fortress showing that there is life after REIT, amongst several other updates.
PepsiCo: Quenching the Thirst for Stability in the Equity Market
Amid the rollercoaster ride of uncertainty in the equity market, is PepsiCo, Inc a refreshing oasis?
Ghost Bites (Exxaro | Hyprop | Merafe | Murray & Roberts | Naspers + Prosus | Sephaku)
Aside from the extraordinary events at Naspers and Prosus, there were important updates from the likes of Exxaro and Hyprop, amongst others.
Unlock the Stock: Attacq and Tharisa
Brought to you by A2X, Unlock the Stock lets you wear an equity analyst hat and engage directly with management teams. Watch the recording of the event with Attacq and Tharisa here.
Transforming Lives: ITHUBA Invests In a Brighter Future for South Africa Through Education
Empowering the next generation through bursaries and graduate programmes.
Ghost Bites (Advanced Health | Pick n Pay | Schroder European REIT | Stefanutti Stocks)
Advanced Health seems to be headed for the exit. Pick n Pay invests in red meat. Schroder’s valuation goes the wrong way. Stefanutti Stocks gets paid on its claim soon.
Ghost Global: The Power of Omnichannel
With reference to recent research in Magic Markets Premium, I looked at trends in retail and specifically omnichannel models.
Approaching The Market With A Fresh Market Strategy, Will Kroger Company Reel In Investors?
Wall Street’s forecasts for Kroger’s first-quarter profit and same-store sales were surpassed due to consistent demand for basics and lower supply chain expenses.
Does the failure to attach an annexure to your agreement render your agreement void for vagueness?
Written contracts should be drafted clearly, and any elements of vagueness in a contract addressed as soon as these become apparent.