Ghost Bites
Ghost Bites (De Beers | FirstRand | Gemfields | Growthpoint | Marshall Monteagle | Spear | Steinhoff)
FirstRand's earnings update is very interesting. There is news on shiny products at De Beers and Gemfields. Look out for Growthpoint, Marshall Monteagle, Spear and Steinhoff as well.
Ghost Bites
Ghost Bites (Afrimat | City Lodge | MTN | Nedbank | Standard Bank | Transaction Capital)
Afrimat is buying Lafarge, an interesting punt at local cement and construction materials. City Lodge is profitable again. Look out for news from MTN, Nedbank, Standard Bank and Transaction Capital.
Ghost Bites
Ghost Bites (Glencore | Novus | Omnia | Stor-Age | Transaction Capital)
On a brutal day for local stocks, nothing was spared. Glencore, Novus, Omnia, Stor-Age and Transaction Capital all released updates into an unforgiving market.
Ghost Bites
Ghost Bites (Acsion | Blue Label | Clientele | Motus | PPC | Sephaku Cement | Visual International)
It was a day of cement and property development companies, with some direct competitors reporting. Also look out for Blue Label, Clientele and Motus.
Ghost Bites
Ghost Bites (Labat | Mantengu Mining | Marshall Monteagle | Naspers + Prosus | Shaftesbury | Spar)
It was a day of big and small on the JSE, with numbers from Naspers and Prosus accompanied by a variety of small cap updates. Look out for detailed numbers from Spar, for which you need a strong stomach.
Ghost Bites
Ghost Bites (AEEI | Attacq | Brait | Delta | Ellies | enX | Ethos Capital | Glencore | MultiChoice | Resilient | Telkom)
It was a busy day of news, including major releases from Brait, MultiChoice and Telkom. Glencore is always busy with deals and Ellies needs money. There were several other updates as well.
Ghost Bites
Ghost Bites (AEEI | Alexander Forbes | Glencore | Lighthouse | Purple Group | Telkom | Thungela | Vukile)
Telkom confirms possible M&A rumours and Glencore makes another play at Teck. Thungela's profits drop sharply. Alexander Forbes had strong results, as did Lighthouse and Vukile. Purple was oversubscribed. AEEI loses money.
Ghost Bites
Ghost Bites (ARC Investments | Novus | The Foschini Group)
The Foschini Group has a risky balance sheet in this environment. ARC Investments gave a portfolio update. Novus is now loss-making.
