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- 1028 Views
- Marylou Greig
- 3 Nov 2022
Who’s doing what in the African M&A space?
Weekly summary of all Merger & Acquisition activity from across Africa (excluding South Africa)
- 1039 Views
- Marylou Greig
- 3 Nov 2022
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
- 1189 Views
- Marylou Greig
- 3 Nov 2022
Who’s doing what this week in the South African M&A space?
Weekly summary of Merger & Acquisition activity by South African companies
- 2911 Views
- The Finance Ghost
- 2 Nov 2022
Ghost Global (Alphabet | Amazon | Meta)
Alphabet sticks to a slow and steady strategy. Amazon struggles to see the forest for the trees. Meta-morphosis: does Zuck have this under control?
- 3704 Views
- The Finance Ghost
- 2 Nov 2022
Ghost Bites (Dis-Chem | MTN | Pepkor)
Dis-Chem is still growing into its share price. Two more of MTN’s African subsidiaries have reported numbers – it’s just a pity one website doesn’t work. Pepkor guides solid HEPS growth.
- 4065 Views
- The Finance Ghost
- 1 Nov 2022
- 1
Talking with Traders guest appearance
In a guest appearance on Talking with Traders, Garth Mackenzie asked me to discuss the investment case for Accenture, Ferrari and Sysco. He is a passionate Magic Markets Premium subscriber and enjoyed our research on these stocks in particular.
- 5012 Views
- The Finance Ghost
- 1 Nov 2022
Ghost Bites (Capital & Counties | MTN | Octodec | Santova | Sasol | Textainer)
Capital & Counties brings news from London’s West End. MTN Ghana adds to the party with a great result. Octodec’s share price jumped after releasing results. Santova reported another great set of numbers. Sasol raises $750m in convertible bonds. Textainer Group banks another good quarter.
- 4953 Views
- The Finance Ghost
- 31 Oct 2022
- 1
Ghost Bites (Adcorp | Balwin | EOH | MTN)
Adcorp declares an interim dividend. Balwin releases solid results but the share price keeps hitting a resistance level. As expected, EOH needs a rights issue. MTN Nigeria reports solid free cash flow growth.
- 3973 Views
- Chris Gilmour
- 30 Oct 2022
Are SA retail stocks just too expensive?
Chris Gilmour gives us his updated views on the defensive and discretionary retail stocks on the JSE. Has this once-glamorous sector simply become too expensive?
- 5751 Views
- The Finance Ghost
- 30 Oct 2022
Ghost Bites (Glencore | Impala Platinum | Industrials REIT | Orion | Tharisa)
Glencore’s second half is under pressure. Impala Platinum just loves load shedding. Industrials REIT is still doing what it says on the tin. Orion Minerals had a busy quarter of fundraising. Tharisa is looking to raise $50 million.