Consumer and Retail
CNBC Africa interview: retail stocks
I recently joined CNBC Africa host Tania Habimana for a discussion on the local retailers and whether I would own any of them in this environment.
Chris Gilmour
The resilience of SA retailers
Is South Africa really an emerging market? Our electricity supply certainly suggests so. But if you dig into our retail industry, you'll find world-class resilience. Chris Gilmour explains.
Consumer and Retail
The delisting date for Massmart is confirmed
With all conditions now met, Massmart and Walmart will proceed with implementation of the scheme. The real work starts now to improve the business.
Consumer and Retail
Massmart shareholders say yes to Walmart
Shareholders are advised that at the General Meeting held today, Friday, 21 October 2022, convened to consider and approve the Scheme Resolution and the Delisting Resolution, all of the resolutions tabled were approved by the requisite majority of Massmart Shareholders present or represented by proxy and entitled to vote thereon.
Consumer and Retail
Unlock the Stock: CA Sales Holdings
JSE newbie CA Sales Holdings used the Unlock the Stock platform to share an ambitious growth strategy in the FMCG sector. Remember this name - you'll be seeing it often I think!
Consumer and Retail
Walmart gets firm on Massmart
Nobody can accuse Walmart of leaving the market in suspense. After tongues were set wagging by news of a potential offer, the American retail...
Consumer and Retail
Potential offer by Walmart to acquire all outstanding shares in Massmart
Walmart is considering a potential offer of R62 per share for the remaining shares in Massmart, which would see the company turnaround strategy executed away from the public eye.
Consumer and Retail
Ghost Global (Bed Bath & Beyond | Cineworld | AMC Entertainment)
It was Ghost Grad Sinawo Bikitsha's turn to write Ghost Global and she just couldn't resist the meme stock phenomenon. The Reddit traders are back with a vengeance.
Chris Gilmour
South African grocery market share
Chris Gilmour explains why grocery market share data in South Africa is complicated. The informal sector is significant and StatsSA reporting doesn't necessarily tie up with categories that listed companies play in.
Consumer and Retail
Ghost Global (Disney | Rivian | Unity | Coinbase)
Ghost Grad Karel Zowitsky decided to focus on Disney, Rivian, Unity and Coinbase this week. Just the chart of Coinbase vs. bitcoin makes it worth a read!
Consumer and Retail
Ghost Global (Berkshire Hathaway | Tesla | Beyond Meat | Alibaba | Amazon)
Ghost Grad Jordan Theron brings you Ghost Global this week, with a variety of stories including Berkshire Hathaway's $53 billion loss in the value of its investments and Amazon's $1.7 billion acquisition of iRobot, the autonomous vacuum cleaner company.
