Ghost Bites
Ghost Bites (AVI | MiX Telematics | OUTsurance | Truworths)
AVI is treading water in a tough consumer environment, with flat earnings growth. MiX released strong quarterly results. OUTsurance is growing nicely. Truworths gave the market a positive surprise.
Ghost Bites
Ghost Bites (Astral Foods | Quilter)
Astral Foods shows us that chicken farming isn't for chickens. Quilter reports further net inflows.
Ghost Bites
Ghost Bites (ArcelorMittal | Clicks | Datatec | Grindrod | Sasol)
ArcelorMittal suffers a major knock to profits. Clicks posts solid growth. Datatec releases an investor presentation. Grindrod is smiling in Mozambique. Sasol invests in renewables.
Ghost Bites
Ghost Bites (Cashbuild | Renergen | South32 | The Foschini Group)
Is the bad news priced in at Cashbuild? Renergen is more than just hot air. South32's production update is positive. TFG makes Mr Price look even worse.
Ghost Bites
Ghost Bites (Attacq | Fortress | Karooooo | Mr Price)
Attacq's narrative sounds positive. Fortress loses REIT status. Karooooo releases third quarter results with record new subscriber numbers. Has Mr Price lost relevance with customers?
Ghost Bites
Ghost Bites (BHP | Kore Potash | Spar | Woolworths)
BHP looks to China as a stabilising force for commodities. Kore Potash had an action-packed quarter. Spar tries to take some of the heat off the share price. Woolworths is continuing to deliver, online and otherwise.
Ghost Bites
Ghost Bites (Coronation | Distell | Nampak | Richemont | Steinhoff)
Coronation increased its AUM this quarter. Distell released updated numbers for Capevin and Gordon's Gin. Nampak's meeting was adjourned as planned. Richemont needs the reopening of China to stick. Steinhoff sold down the Pepco stake.
Ghost Bites
Ghost Bites (EOH | Kibo Energy | Ninety One | Schroder REIT | Spar)
EOH's rights offer is fully underwritten. Kibo looks to synthetic oil. Ninety One's AUM is flat for the quarter. Schroder's property values are lower. There are wholesale changes to the Spar board.
