Sunday, December 22, 2024

Ghost Bites (Barloworld | Bidcorp | Capital Appreciation | Dipula Income Fund | Glencore | Netcare | Novus | Santam | Sibanye-Stillwater | Stor-Age...

On a very busy day of trading statements, important earnings updates came in from a wide variety of JSE-listed companies.

Ghost Bites (Alexander Forbes | Altron | Ethos Capital Partners | Harmony | Premier | Raubex | Shoprite | Vodacom | Zeda)

This was a busy day of news with a number of mostly positive earnings updates.

Ghost Bites (Eastern Platinum | ISA Holdings | Montauk Renewables | Quantum Foods | RFG Holdings | Richemont | The Foschini Group)

Results came in from well-known players like Richemont, The Foschini Group, RFG Holdings and Quantum Foods, as well as more obscure companies like Eastern Platinum, ISA Holdings and Montauk.

Ghost Bites (AngloGold | Life Healthcare | MultiChoice | Novus | PPC | Primeserv | Sappi | Sephaku | Sibanye-Stillwater | Truworths)

Look out for numbers from AngloGold, MultiChoice, Novus, PPC, Primeserv, Sappi, Sephaku and Truworths. Life Healthcare released the transaction circular and Sibanye announced a deal.

Ghost Bites (Alexander Forbes – OUTsurance | Argent Industrial | AVI | De Beers (Anglo) | Investec | Lesaka Technologies | MiX Telematics)

Alexander Forbes is buying OUTvest. De Beers sales are plummeting. Look out for results from Argent Industrial, AVI and MiX Telematics, as well as upgraded earnings guidance from Investec.

Ghost Bites (Bell Equipment | MiX Telematics | MTN | Omnia | Sirius)

Bell Equipment is growing earnings strongly. MiX Telematics reported a large year-on-year swing in profits. Has MTN stabilised in the R90s? Omnia expects HEPS to drop. Sirius has concluded two deals.

Ghost Bites (Accelerate Property Fund | AECI | enX | Exemplar | Hyprop | MTN | Redefine | Sibanye)

Property updates came in from Accelerate, Exemplar, Hyprop and Redefine. AECI and enX gave us industrial sector news, while MTN Rwanda showed us what negative real growth really looks like. Sibanye agreed a wage deal.

Ghost Bites (Clientele | Dis-Chem | Mantengu | Sephaku)

Clientele is acquiring 1Life. Dis-Chem's numbers need a careful read, but margin pressure is there. Mantengu takes the next step in the capital raise. Sephaku's earnings are down.
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