Ghost Bites
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
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
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
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
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
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
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
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.
