Posts by: The Finance Ghost
Ghost Bites (AYO | Clientele | Delta Property Fund | Grindrod Shipping | Netcare | Old Mutual | Salungano | Spar | Woolworths)
Woolworths was the biggest story of the day with a trading update for the financial year. Spar has new management and Netcare needs need management. Clientele is looking at an acquisition. All this and more in Ghost Bites.
Ghost Bites (British American Tobacco | EOH | Gemfields | Glencore | Liberty Two Degrees | MC Mining | Mr Price | MTN | Orion Minerals | RMB Holdings | Southern Palladium | Stefanutti Stocks | Telkom)
On an exceptionally busy day of updates, we saw just about everything from junior mining right through to telecoms, with technology and property added in for good measure.
Ghost Stories #18: Spotlight on Bond ETF Investments with Siyabulela Nomoyi (Portfolio Manager at Satrix)
Equity ETFs tend to dominate the narrative among investors, particularly retail investors. Fixed income or bond ETFs are often ignored, which is a pity now that yields have picked up to current levels. With Siyabulela Nomoyi of Satrix, we put the spotlight on bond ETFs.
Ghost Bites (AngloGold | Aspen | British American Tobacco | Crookes Brothers | Ellies | MTN | Pan African | Royal Bafokeng | Sibanye-Stillwater | South Ocean | Textainer)
From gold mining to Latino lovers and just about everything inbetween, it was a fascinating day of news on the JSE. In particular, the mining cycle is getting tougher.
Ghost Bites (Astoria | Curro | Investec | Gold Fields | JSE | MiX Telematics | OUTsurance | Workforce | 4Sight)
Look out for numbers from Astoria, Curro, Gold Fields, JSE, MiX Telematics, OUTsurance and Workforce. Investec has met regulatory requirements for the Rathbones deal.
Ghost Global: What’s in a name?
With the recent news of Twitter being rebranded to X, as well as vastly improved results at Meta, social media has been highly topical again. But what is in a name, really?
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 (AB InBev | Mondi | Mpact | Sabvest | Sappi | South Ocean | Wesizwe)
It was a big day in the paper and packaging sectors, with numbers from three major players: Mondi, Mpact and Sappi. We also saw results from AB InBev and South Ocean, with ongoing labour issues at Wesizwe.