Monday, March 17, 2025

Ghost Bites (AB InBev | ArcelorMittal | Capital & Regional | Mondi | Mpact | MTN Ghana)

AB InBev's EBITDA margins are up. ArcelorMittal is in emergency mode. Mondi's EBITDA is lower. Capital & Regional increased its dividend. Mpact found a buyer for Versapak. MTN Ghana is much better than MTN Nigeria.

Ghost Bites (AECI | Altron | MTN | Shaftesbury | Woolworths)

Woolworths Food is the only bright spot in the group right now. AECI is hoping for a much better second half. Altron's recovery momentum continues. MTN Nigeria is really hurting. Shaftesbury's valuations ticked higher.

Ghost Bites (BHP | Glencore | Merafe | Shoprite | Zeder)

Shoprite continues to grow at double digits. BHP has done a copper deal. Glencore needs a strong second half, as does Merafe. Zeder has announced another disposal.

Ghost Bites (Pan African Resources | Rex Trueform | South32)

Pan African Resources has made the most of the high gold price, with a great production result. South32's disposal of Illawarra Metallurgical Coal is finalised. Rex Trueform is investing deeper into property.

Ghost Bites (Bowler Metcalf | Famous Brands | Gemfields | Nedbank | Orion | Sea Harvest)

Bowler Metcalf released great numbers, but the same can't be said for Famous Brands, Sea Harvest and Gemfields. Orion had a successful capital raise from retail investors. Nedbank's dispute with Transnet and the SIU is heating up.

Ghost Bites (Anglo American | British American Tobacco | Equites | Hammerson | Mpact | PPC | Spar | Tharisa)

Market stalwarts Anglo American and British American Tobacco released results, with important updates coming in from Equites, Hammerson, Mpact, PPC, Spar and Tharisa.

Ghost Bites (AECI | Balwin | Primary Health Properties | Vodacom)

Get the latest recap of JSE news in the Ghost Wrap podcast, brought to you by Mazars: The market didn't enjoy the AECI update (JSE:...

Ghost Bites (Anglo American | Anglo American Platinum | Cashbuild | Kumba Iron Ore | Mpact | Mr Price | Sasol | South32 |...

In this bumper update covering two days of news, there were various mining and energy updates (Anglo / Anglo Platinum / Kumba / South32 / Sasol), as well as consumer sector updates from Mr Price and Cashbuild. Mpact and Vukile also featured.
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