Ghost Bites
Ghost Bites (Glencore | Hudaco | MiX Telematics | MultiChoice)
Canal+ is swooping in on MultiChoice. Glencore's production fell in 2023. Hudaco was helped by its engineering business. MiX Telematics grew revenue and earnings.
Ghost Bites
Ghost Bites (Anglo American | Astral | Ellies | EOH | Hyprop | Impala Platinum)
Anglo American enjoyed better diamond sales. Astral has put in a strong recovery. Ellies is in business rescue. EOH is going sideways. Hyprop had a strong festive season. Impala Platinum's earnings are well down.
Ghost Bites
Ghost Bites (Argent Industrial | MiX Telematics | Pepkor | Shoprite | Transaction Capital)
Shoprite is still shooting the lights out. Pepkor released decent numbers. Transaction Capital is serious about unbundling WeBuyCars. Look out for Argent and MiX Telematics as well.
Ghost Bites
Ghost Bites (ArcelorMittal | Gemfields | MAS | Truworths | York Timber)
ArcelorMittal's profits were smashed. Truworths can be thankful for the UK business. York TImber is acquiring farms from Sappi. MAS released detailed balance sheet thinking. Gemfields sounds bullish.
Ghost Bites
Ghost Bites (Alphamin | BHP | Grindrod Shipping | Lewis | Novus | Sea Harvest – Brimstone)
Alphamin and Lewis released important numbers. Novus declared a special dividend. Grindrod Shipping gave a shipping rates update. BHP responds to media reports on the dam failure. Sea Harvest and Brimstone released circulars.
Ghost Bites
Ghost Bites (Dis-Chem | Harmony | Mr Price | PPC | Sasol)
Mr Price and Sasol led the day of news, with the former telling a strong story and the latter struggling. Harmony put out excellent numbers. Look out for Dis-Chem and PPC news as well.
Ghost Bites
Ghost Bites (Quilter | The Foschini Group)
Quilter's strategy to attract client flows is working, with distribution as a key element of success in the asset management industry. The Foschini Group released uninspiring sales numbers, but the market liked them anyway.
Ghost Bites
Ghost Bites (AVI | Bowler Metcalf | Cashbuild | Clicks | Jubilee Metals | Karooooo | Woolworths)
AVI, Cashbuild, Clicks and Woolworths all gave us insights into the state of South African consumers and where they are spending money. Karooooo released important quarterly numbers.
