Ghost Bites
Ghost Bites (Mediclinic | PPC | Spar | Tiger Brands | Woolworths)
Mediclinic's earnings are a mixed bag. I'm glad I gave up on Spar after seeing these results. I got it badly wrong on Tiger Brands. Woolworths continues a strong run.
Ghost Bites
Ghost Bites (Equites | Ninety One | Renergen | Stor-Age | Transaction Capital)
Equites announces a R1.245bn deal with Shoprite for a new warehouse. Ninety One takes a knock to earnings. Renergen switches the LNG back on. There's another solid result from Stor-Age. Transaction Capital gives the market a scare.
Ghost Bites
Ghost Bites (Purple Group | Brait | Shoprite | Telkom | Vodacom)
Brait is giving Premier the wings to fly. Purple Group is profitable in a post-pandemic world. Shoprite gets some love from the market. Investors put the phone down on Telkom. Vodacom's corporate colours were reflected in the share price.
Ghost Bites
Ghost Bites (EOH | Murray & Roberts | Richemont | The Foschini Group)
EO-eish: don't say I didn't warn you. Murray & Roberts gets some momentum in renewables. Richemont makes investors richer. The Foschini Group falls 7% despite solid results.
Ghost Bites
Ghost Bites (AVI | MultiChoice | Purple Group | Sappi | Transaction Capital)
AVI inches forward despite tough conditions. MultiChoice invests heavily ahead of the FIFA World Cup. Purple Group is still profitable in a tough market. Sappi reports another record quarter. Transaction Capital is growing in the high teens.
Ghost Bites
Ghost Bites (Grand Parade | Lesaka | Northam Platinum | Novus | TWK)
Grand Parade Investments gets an unexciting mandatory offer. Lesaka Technologies has strong profits but lots of debt. Northam Platinum swoops in with a higher offer for RB Plats. Novus nosedives. TWK delivers solid results.
Ghost Bites
Ghost Bites (Aspen | Gold Fields | Hammerson | Murray & Roberts | Redefine)
Aspen closes a EUR1.26bn syndicated loan facility. Yamana Gold's board changes its recommendation and triggers the break fee. Hammerson's trading update looks promising. Murray & Roberts pops 17% on news of a sale of Clough. Redefine guides modest growth for FY23.
Ghost Bites
Ghost Bites (Gold Fields | Invicta | MultiChoice | Quantum Foods | Raubex)
Gold Fields keeps a cool head. Invicta reports a solid jump in earnings. MultiChoice is ticking over. Quantum Foods warns of a sharp drop in profits. Raubex Group grows its earnings and dividend.
