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- 3264 Views
- The Finance Ghost
- 4 Feb 2024
Ghost Bites (British American Tobacco | MC Mining | Pan African Resources | Sanlam | Vodacom)
Sanlam is very busy with M&A. Vodacom is showing strong growth in Egypt. Pan African Resources’ earnings are much higher. Look out for British American Tobacco and MC Mining as well.
- 2408 Views
- The Finance Ghost
- 1 Feb 2024
Ghost Bites (Glencore | Hudaco | MiX Telematics | MultiChoice)
Canal+ is swooping in on MultiChoice. Glencore’s production fell in 2023. Hudaco was helped by its engineering business. MiX Telematics grew revenue and earnings.
- 2748 Views
- The Finance Ghost
- 31 Jan 2024
Ghost Wrap #61 (The Foschini Group | Mr Price | Truworths | Pepkor)
In this episode of the Ghost Wrap podcast, I focused on four competing clothing retailers and their recent updates. Ghost Wrap is brought to you by Mazars.
- 3406 Views
- The Finance Ghost
- 31 Jan 2024
Ghost Bites (Anglo American | Astral | Ellies | EOH | Hyprop | Impala Platinum)
Anglo American enjoyed better diamond sales. Astral has put in a strong recovery. Ellies is in business rescue. EOH is going sideways. Hyprop had a strong festive season. Impala Platinum’s earnings are well down.
- 2625 Views
- The Finance Ghost
- 30 Jan 2024
Ghost Bites (Argent Industrial | MiX Telematics | Pepkor | Shoprite | Transaction Capital)
Shoprite is still shooting the lights out. Pepkor released decent numbers. Transaction Capital is serious about unbundling WeBuyCars. Look out for Argent and MiX Telematics as well.
- 3713 Views
- The Finance Ghost
- 29 Jan 2024
Ghost Bites (ArcelorMittal | Gemfields | MAS | Truworths | York Timber)
ArcelorMittal’s profits were smashed. Truworths can be thankful for the UK business. York TImber is acquiring farms from Sappi. MAS released detailed balance sheet thinking. Gemfields sounds bullish.
- 7490 Views
- Dominique Olivier
- 29 Jan 2024
- 11
Why are we losing our minds over Stanley cups?
You’ve heard of an emotional support animal, sure. But why are people all around North America suddenly talking about an “emotional support water bottle”? Is the Stanley cup really the last word in personal hydration
- 3159 Views
- The Finance Ghost
- 28 Jan 2024
Ghost Bites (Alphamin | BHP | Grindrod Shipping | Lewis | Novus | Sea Harvest – Brimstone)
Alphamin and Lewis released important numbers. Novus declared a special dividend. Grindrod Shipping gave a shipping rates update. BHP responds to media reports on the dam failure. Sea Harvest and Brimstone released circulars.
- 3244 Views
- The Finance Ghost
- 25 Jan 2024
Ghost Bites (Dis-Chem | Harmony | Mr Price | PPC | Sasol)
Mr Price and Sasol led the day of news, with the former telling a strong story and the latter struggling. Harmony put out excellent numbers. Look out for Dis-Chem and PPC news as well.
- 3246 Views
- The Finance Ghost
- 24 Jan 2024
Ghost Bites (Quilter | The Foschini Group)
Quilter’s strategy to attract client flows is working, with distribution as a key element of success in the asset management industry. The Foschini Group released uninspiring sales numbers, but the market liked them anyway.
- Thorts: Corporate governance considerations for Boards of Directors overseeing entities outside of South Africa
- Ghost Global (PepsiCo | Delta | Morgan Stanley | Ericsson | Blackrock)
- Ghost Wrap #60 (Motus | Attacq | Clicks | Woolworths)
- Ghost Bites (Advanced Health | AECI | Altron | AVI | British American Tobacco | De Beers (Anglo) | Labat | Naspers + Prosus | RAC)
- Weekly corporate finance activity by SA exchange-listed companies