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- 3428 Views
- The Finance Ghost
- 15 Mar 2023
Ghost Bites (Accelerate | EPE Capital Partners | Fairvest | Grand Parade | Growthpoint | MC Mining | Merafe | Orion | STADIO)
Accelerate sells a property at a loss. EPE Capital Partners has a modest increase in NAV. Fairvest and Growthpoint gave property updates, alongside mining news from Orion, MC Mining and Merafe. STADIO is paying higher dividends.
- 5369 Views
- The Finance Ghost
- 15 Mar 2023
Ghost Bites (Attacq | Heriot | HomeChoice | IndluPlace | Labat Africa | Old Mutual)
Attacq declares an interim dividend, as does Heriot (admittedly a less exciting one). HomeChoice posts a big jump in HEPS. Indluplace is set to be taken private. Labat Africa is still loss-making. Old Mutual HEPS grows by 10%.
- 3919 Views
- Sponsored Content
- 14 Mar 2023
Orbvest: where is the Rand/Dollar going?
The Rand has gone from bad to worse over the last month, but is it really a surprise? The R/$ has been especially volatile of late, but it’s been a story of one step forward and two steps back.
- 6559 Views
- The Finance Ghost
- 13 Mar 2023
- 2
Ghost Bites (Absa | AfroCentric | Grand Parade Investments | MTN | MultiChoice | Pan African Resources | Sibanye-Stillwater | Sun International | The Foschini Group | Transaction Capital)
Bearishness is everywhere, from Absa’s credit loss ratio outlook through to Transaction Capital’s shocking earnings update. The Foschini Group is worried about load shedding and MTN margins are down. Sun International was the highlight on Monday.
- 5557 Views
- The Finance Ghost
- 13 Mar 2023
Ghost Stories #8: Of Dark Stores and “Dark” Stores (with Roy Bagattini, CEO of Woolworths)
In this candid discussion with Woolworths CEO Roy Bagattini, we unpacked great insights into how the retailer is navigating this environment. This episode of Ghost Stories is brought to you by EasyEquities.
- 2354 Views
- Sponsored Content
- 12 Mar 2023
Investing mirrors life: How bias affects investment decision making
Do you see yourself as an above average driver? Do you believe referees generally favour Springbok opponents more?
- 2573 Views
- The Finance Ghost
- 12 Mar 2023
Ghost Bites (Acsion | Brait – Premier | Netcare | Southern Palladium)
Acsion isn’t set to go private anymore. Brait’s IPO of Premier is going ahead. Margins are higher at Netcare as the post-COVID recovery continues. Southern Palladium gives us a geology lesson.
- 4337 Views
- The Finance Ghost
- 10 Mar 2023
Ghost Wrap 15 (Capitec | Standard Bank | Nedbank | AVI | Sea Harvest | Bidvest | Shoprite | STADIO | Renergen)
With major updates in the banking and fishing industries, it was an interesting week. Bidvest was perhaps the star of the week, while Shoprite struggling with load shedding. STADIO and Renergen also feature.
- 6603 Views
- The Finance Ghost
- 9 Mar 2023
Ghost Bites (Attacq | Capitec | Distell | Exxaro | Labat | Metair | Northam Platinum – RB Plats – Implats | Orion | OUTsurance | Sibanye-Stillwater | Standard Bank | Thungela)
It was a big day for banking, with Capitec and Standard Bank releasing earnings updates. The Royal Bafokeng impasse is finally over. Coal miners and various other companies released updates.
- 1050 Views
- Marylou Greig
- 9 Mar 2023
Who’s doing what this week in the South African M&A space?
Weekly summary of Merger & Acquisition activity by South African companies