Friday, October 18, 2024

Ghost Bites (City Lodge | Invicta | Nutritional Holdings | Reunert | Standard Bank | Zeda)

City Lodge is on a charge. Invicta posts a sharp jump in earnings. Nutritional Holdings is still a circus. Reunert jumps after results. Standard Bank momentum continues. Zeda's pre-listing statement is out.

Ghost Bites (Bidvest | Capital Appreciation | Fortress | Lighthouse | Quantum)

Bidvest gives upbeat commentary to the market. A lack of appreciation for Capital Appreciation's news. Fortress is trying to patch up the walls. Lighthouse to raise R50m. Quantum proves poultry is tough.

Ghost Bites (Clicks | Growthpoint | Kaap Agri | Lewis | Mr Price | Southern Sun | Tsogo Sun Gaming)

Sorbet acquisition makes sense for Clicks. Growthpoint gears up for tourist season. Kaap Agri has another strong year. Lewis wins with buybacks. Mr Price punished by the market. Southern Sun is profitable. Tsogo Sun Gaming is still down on pre-Covid levels.

Ghost Bites (African Media Entertainment | RFG | Prosus / Naspers | Telkom)

African Media Entertainment welcomes back advertisers. RFG Holdings is just peachy. Prosus: the ultimate cash furnace. Telkom releases ugly results.

Ghost Bites (Bidcorp | Coronation | Momentum | Old Mutual | Omnia | Pepkor)

Bidcorp catches a bid. Coronation takes a big knock to earnings. There's momentum at Momentum. Old Mutual wants to be a bank. Omnia is up on key metrics. Pepkor sells a lot of cellphones.

Ghost Bites (Barloworld | Ethos | Naspers | Netcare | Sirius | Sun International | Tsogo Sun)

Barloworld banks a big result and announces the Zeda unbundling. Ethos Private Equity to merge with The Rohatyn Group. Naspers's HEPS swings into the red. Netcare is a case study in operating leverage. Sirius Real Estate grew strongly but is trading below NAV. Sun International shines on Grand Parade. Tsogo Sun Gaming shows that casinos cashed in.

Ghost Bites (BHP | Gemfields | Murray & Roberts | Novus | Southern Sun)

BHP gets the OZ Minerals board across the line. Gemfields may make you green with envy. Murray & Roberts gives full details of the Clough deal. Novus looks ahead to a future in education. Southern Sun bounces back after the pandemic.

Ghost Bites (Harmony Gold | Investec | Life Healthcare | Netcare | NEPI Rockcastle)

Harmony Gold's metrics are under some pressure. Investec signs off on a great period for earnings growth. Life Healthcare's recovery in SA couldn't offset the UK drop. Netcare's earnings are higher. NEPI Rockcastle revises earnings guidance higher.
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