Ghost Bites
GHOST BITES (Grindrod | Huge | ISA | Richemont | Sephaku | The Foschini Group)
Richemont's numbers were dragged down by Asia Pacific. The Foschini Group had a poor period that ended strongly. Grindrod's Mozambican ports business has reopened. Huge, ISA and Sephaku all released numbers.
Ghost Bites
GHOST BITES (AngloGold | Gold Fields | Grindrod | Lesaka | MultiChoice | Sappi | Truworths)
AngloGold released blockbuster results, but the joint venture with Gold Fields in Ghana remains delayed. Grindrod had to shut the Mozambique ports in the wake of election violence. Lesaka, MultiChoice, Sappi and Truworths all released numbers.
Ghost Bites
GHOST BITES (FirstRand | MTN Rwanda | Nampak | Novus | Pepkor)
FirstRand's motor finance business in the UK has adapted to legal findings. MTN Rwanda is struggling. Nampak announced an asset disposal. Novus' interim earnings got a boost from timing differences, plus they've announced acquisitions. Pepkor's growth looks reasonable.
Ghost Bites
GHOST BITES (Murray & Roberts | Pan African Resources | Sibanye-Stillwater | Sirius Real Estate | Zeder)
Murray & Roberts is in serious trouble again. Pan African Resources announced a deal in Australia. There's some improvement at Sibanye, thanks to gold. Sirius is buying more properties. Zeder announced a special divi.
Ghost Bites
GHOST BITES (AECI | Altron | Anglo American | Collins | Discovery | enX | Exemplar | MTN | Oando | Redefine)
Altron has staged quite the comeback. Redefine's numbers aren't telling a great story. AECI and Anglo American have news on asset disposals. Collins, enX, Exemplar, MTN Uganda and Oando all released numbers. Discovery gave an interesting presentation to debt holders.
Ghost Bites
GHOST BITES (Clientele | MTN | Sasfin | Sephaku | Vukile)
Clientele has announced a major acquisition. MTN Ghana and Sephaku released numbers. Vukile's acquisition in Spain is on hold due to floods. Sasfin released its take-private circular.
Ghost Bites
GHOST BITES (Adcorp | AB InBev | MTN | Oceana | Pan African Resources | Renergen)
Adcorp's restructuring costs hit their profits. AB InBev's volume growth is mainly in no-alcohol beers. Pan African Resources delivered a great project. MTN Nigeria is still struggling. Oceana had a disappointing second half of the year. Renergen is pushing on through challenges.
Ghost Bites
GHOST BITES (Astral Foods | Impala Platinum | Lewis | Santova | Tiger Brands)
Astral Foods and Lewis have a much better story to tell. Tiger Brands only has modest profit growth, but that's still better than Santova coming off the boil. Impala Platinum's production fell in the first quarter.
