Diversified Industrials
Report: The Motor Industry in South Africa
The motor industry in South Africa is vibrant and critical to our economy. Ghost Mail readers can enjoy a 40% discount on Who Owns Whom research reports, including on this sector.
Diversified Industrials
Lonsa Everite acquires Swartland for R1.3 billion
Lonsa Everite has acquired Swartland for R1.3 billion, cementing a platform to build a leading building materials group in Sub-Saharan Africa within the next five years.
Diversified Industrials
Ghost Global (Ford | TSM | Berkshire fossil fuels | Costco | Twitter)
Jordan Theron gets us up to speed on Ford, Taiwan Semiconductor Company, Occidental Petroleum (a Warren Buffett investment), Costco and Twitter.
Consumer and Retail
Ghost Global (Nike | FedEx | Bed, Bath & Beyond | H&M | BlackBerry)
Kreeti Panday takes a closer look at recent earnings updates from Nike, FedEx, Bed, Bath & Beyond, H&M and BlackBerry.
Diversified Industrials
Hudaco: operating leverage that works
Hudaco's share price has comfortably beaten the market this year, as the group has grown revenue strongly and delivered margin expansion as well.
Diversified Industrials
Grindrod: now that’s a terminal growth rate
Grindrod is winning because Transnet is losing. With a successful port and terminals operation in Mozambique, shareholders are smiling.
Diversified Industrials
Barloworld trudges through the mud in Russia
Barloworld's latest results confirm that the company is sticking it out in Russia, recognising a R1 billion impairment in the Eurasia division.
Diversified Industrials
Sappi is loving this cycle
Sappi is taking advantage of favourable market conditions, posting a strong earnings performance in the second quarter.
Diversified Industrials
Mondi: winning at inflation, but what is Russia worth?
In the first quarter of 2022, customer demand for Mondi's products was strong enough to offset the impact of cost pressures, as Mondi could achieve higher average selling prices.
Agriculture and Food Producers
Unlock the Stock: Mpact Limited and TWK Investments
Mpact and TWK sit at the heart of our economy. Learn more about these companies with Unlock the Stock.
Diversified Industrials
Grindrod: a mixed bag of news
Grindrod has released a trading update that includes information on the floods in KZN. I'm not surprised to see this, as the market was...
