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- 4753 Views
- The Finance Ghost
- 24 Oct 2022
Ghost Bites (Altron | Dis-Chem | Fortress | Gemfields | Massmart | South32)
Altron reports a sharp recovery in profitability. Dis-Chem keeps winning market share. Fortress might avoid losing REIT status. Gemfields is under armed guard in Mozambique. South32’s quarterly report is promising.
- 2730 Views
- The Finance Ghost
- 23 Oct 2022
- 1
Will rate hikes work for inflation?
There are senior voices in the Fed who aren’t convinced that US inflation is being caused by the usual suspects. If that’s the case, then hiking rates may not help. Chris Gilmour gives us an alternative thesis.
- 1919 Views
- The Finance Ghost
- 23 Oct 2022
Unlock the Stock: Calgro M3 | Pan African Resources
In the latest edition of Unlock the Stock, we welcomed construction group Calgro M3 and mining house Pan African Resources to the platform.
- 3433 Views
- The Finance Ghost
- 21 Oct 2022
Ghost Bites (Orion | Raubex | Royal Bafokeng | Spear REIT)
Orion has announced a R250 million funding package. Raubex proves that construction can make money, Royal Bafokeng Platinum suffered a poor quarter. Spear REIT puts in another solid performance.
- 5317 Views
- The Finance Ghost
- 20 Oct 2022
Ghost Bites (Clicks | Coronation | Gemfields | Santova | Sasol)
Clicks rallies 5% based on annual results. Coronation’s AUM drops further and earnings are down. A worst nightmare situation at Gemfields is possible. Santova is still growing and is worth over R1 billion. Sasol suffers a bloody nose.
- 1349 Views
- Marylou Greig
- 20 Oct 2022
Who’s doing what this week in the South African M&A space?
Weekly summary of Merger & Acquisition activity by South African companies
- 898 Views
- Marylou Greig
- 20 Oct 2022
Who’s doing what in the African M&A space?
Weekly summary of all Merger & Acquisition activity from across Africa (excluding South Africa)
- 847 Views
- Marylou Greig
- 20 Oct 2022
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
- 1599 Views
- Karel Zowitsky
- 19 Oct 2022
Ghost Global (Domino’s | TSMC)
Ghost Grad Karel Zowitsky chose cheese and chips for Ghost Global this week. With the latest on Domino’s and Taiwan Semiconductor Company, there’s a lot to learn.
- 5883 Views
- The Finance Ghost
- 19 Oct 2022
Ghost Bites (BHP | DRDGOLD | MTN and Telkom | Quilter | Standard Bank)
BHP’s production numbers are higher, other than coal. DRDGOLD continues to struggle with margins. MTN has achieved the near-impossible: cancelling something with Telkom. Quilter has lost half its market value this year. Standard Bank signs off on another strong quarter.