Friday, January 3, 2025

Ghost Bites (British American Tobacco | Copper 360 | Momentum Metropolitan | MultiChoice | Pan African Resources | RCL Foods)

British American Tobacco had a rough first half but has guided for a better second half. MultiChoice released the Canal+ offer circular. RCL Foods is unbundling Rainbow. Look out for Copper 360, Momentum Metropolitan and Pan African Resources as well.

Ghost Bites (Brait | Fairvest | Mahube Infrastructure | Marshall Monteagle | MAS | Sirius Real Estate)

Brait shocked the market with a rights offer. MAS is looking stronger. Sirius Real Estate and Fairvest reported numbers. Look out for Mahube Infrastructure and Marshall Monteagle as well.

Ghost Bites (Adcorp | African Media Entertainment | AYO | Brikor | Crookes Brothers | Dis-Chem | Finbond | Gemfields | Huge | Insimbi...

A very busy day of news featured Dis-Chem, Nedbank and Lewis Group as the headline acts, with important updates from Adcorp, AME, AYO, Brikor, Crookes Brothers, Finbond, Gemfields, Huge, Insimbi and Trustco as well.

Ghost Bites (Afine | Anglo – BHP | Capital Appreciation | Delta | Emira | Nampak | Old Mutual | Trustco | Woolworths |...

Woolworths is struggling in the apparel business. Zeda declared a maiden dividend. Anglo said no to BHP once more. Look out for Afine, Capital Appreciation, Delta, Emira, Nampak, Old Mutual and Trustco as well.

Ghost Bites (African Media Entertainment | AYO Technology | Pepkor | Reinet | Spear REIT | Vukile – Capital & Regional – Growthpoint)

Pepkor is becoming increasingly reliant on credit. Look out for property updates from Spear and Vukile. African Media Entertainment is doing well, as is Reinet.

Ghost Bites (Alphamin | Barloworld | Collins Property | Datatec | Exemplar | Mantengu Mining | Pick n Pay | RH Bophelo | Tiger...

Pick n Pay's financial woes and a sideways result at Tiger Brand's core led the day, with news also coming in from Alphamin, Barloworld, Collins Property, Datatec, Exemplar, Mantengu Mining and BH Bophelo.

Ghost Bites (Balwin | Brikor | Brimstone | 4Sight | ISA Holdings | MC Mining | Pan African Resources | Quantum Foods)

Balwin is chasing growth in KZN. 4Sight and ISA fly the small tech flags. Quantum Foods has improved margins. Brikor, Brimstone, MC Mining and Pan African Resources also released announcements.

Ghost Bites (Anglo American | Bidcorp | Bytes | Capital & Regional – Vukile – Growthpoint | Emira | HCI – eMedia – Frontier...

On a very busy reporting day, we see multiple company announcements across sectors ranging from services to casinos and just about everything inbetween.
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