Ghost Bites
Ghost Bites (British American Tobacco | Rebosis | Thungela)
British American Tobacco needs to keep increasing prices because volumes are falling. Rebosis issued a business rescue and operational update. Transnet keeps letting Thungela down.
Ghost Bites
Ghost Bites (Absa | Capital & Regional | Fortress | Sanlam)
Absa is also enjoying the banking party. Capital & Counties brings a property view from the UK. Sanity may prevail at Fortress. Karooooo subscriber growth looks strong. Sanlam numbers under pressure.
Ghost Bites
Ghost Bites (Glencore investor update | Schroder results)
Glencore chose an excellent day to release an investor update, with little other news on the market. Schroder European Real Estate is looking good on key metrics.
Ghost Bites
Ghost Bites (Hyprop | Metair | Murray & Roberts | Nampak | Nedbank | Oceana | Tharisa | York)
Hyprop reports improved trading conditions. Metair proves its mettle. Disaster at MUR. Nedbank is doing well. Nampak drops further. Oceana had a better second half. Tharisa's record profits. York taps the market.
Ghost Bites
Ghost Bites (Aveng | Industrials REIT | MTN | Premier | Tiger Brands)
Aveng releases the Trident Steel circular. Industrials REIT: income up and valuations down. MTN quantifies the loss of subscribers in Ghana. The listing of Premier has been pulled. A Tiger's tail of two halves.
Ghost Bites
Ghost Bites (Emira | HCI | Murray & Roberts | Nampak | Sasol)
Emira gave a pre-close update. HCI records a huge jump in profits. Murray & Roberts to sell stake in Bombela. Nampak: when bad balance sheets happen to good people. Sasol drops after releasing a trading statement.
Ghost Bites
Ghost Bites (Fairvest | Mahube | PBT | Santam)
Fairvest released its first results since the Arrowhead merger. Mahube Infrastructure achieved modest growth in NAV. PBT Group's margin hasn't escaped inflationary pressures. Santam issued a 10-month trading update.
Ghost Bites
Ghost Bites (Attacq | Capital Appreciation Group | Crookes Brothers | Etion | Vukile)
Attacq is having a decent end to the year. Capital Appreciation Group jumps on earnings. Crookes Brothers suffers a collapse in profitability. It's the end for Etion. Vukile boasts positive reversions in SA and Spain.
