Saturday, December 21, 2024

Ghost Bites (AB InBev | Mondi | MTN)

AB InBev and Mondi are both wrapping up their exits of Russia, but with very different economic outcomes. MTN Nigeria has to act on unregistered SIM cards soon.

Ghost Bites (Accelerate Property Fund | Anglo American | Ascendis | Jubilee Metals | MC Mining | Richemont | Sabvest | Sun International |...

Considering how late in December this is, it was a busy day of news on the JSE. Not only did we see the release of results, but we also saw major deals from the likes of Sun International.

Ghost Bites (Grindrod | Huge Group | KAP | SA Corporate | Spear | Tharisa)

It seems that Grindrod has the Maputo port for longer. KAP's earnings have fallen sharply. Huge raised funding. Look out for news from SA Corporate, Spear REIT and Tharisa as well.

Ghost Bites (AEEI | RMB Holdings | Sea Harvest | Thungela)

AEEI is profitable without AYO Technology. RMB Holdings is paying another special dividend. Sea Harvest is on the acquisition trail. Thungela is doing better in Australia than expected.

Ghost Bites (enX | Jubilee Metals | Marshall Monteagle | Trustco)

enX is selling Eqstra to Nedbank. Jubilee Metals has taken a big step forward with its coal strategy. Look out for earnings news from Marshall Monteagle and Trustco as well.

Ghost Bites (African Rainbow Capital | Eastern Platinum | Grindrod Shipping | Harmony | Italtile | MAS | RMB Holdings)

Consumer spending is still an issue for Italtile. MAS is continuing with its cautious approach to the balance sheet. Look out for several other company updates as well.

Ghost Bites (Absa | Anglo American | Anglo American Platinum | Kumba Iron Ore | Murray & Roberts)

It was a day filled with mining updates from the Anglo American group, along with a positive update from Murray & Roberts and tough guidance at Absa.

Ghost Bites (Accelerate Property Fund | African Rainbow Capital | Mondi | Southern Palladium | Spur | Wesizwe Platinum)

Spur is taking you to Italy and African Rainbow Capital is taking you to the Philippines - literally, in the case of the latter. Also get the latest on Mondi, Accelerate Property Fund and more.
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