Ghost Bites
Ghost Bites (AECI | Argent Industrial | Crookes Brothers | Kibo Energy | MAS | Remgro | Safari Investments)
AECI and Argent are having two different experiences offshore. Crookes released awful results. MAS and Safari are doing well in the property sector. Kibo is still in build phase. Remgro released results for Mediclinic.
Ghost Bites
Ghost Bites (Advanced Health | Pick n Pay | Schroder European REIT | Stefanutti Stocks)
Advanced Health seems to be headed for the exit. Pick n Pay invests in red meat. Schroder's valuation goes the wrong way. Stefanutti Stocks gets paid on its claim soon.
Ghost Bites
Ghost Bites (Exxaro | Hyprop | Merafe | Murray & Roberts | Naspers + Prosus | Sephaku)
Aside from the extraordinary events at Naspers and Prosus, there were important updates from the likes of Exxaro and Hyprop, amongst others.
Ghost Bites
Ghost Bites (Crookes Brothers | Fortress | Invicta | Mantengu Mining | Nedbank | PPC | Primeserv | RAC | Renergen)
From banking to industrials, it was a busy day on the JSE. Look out for particularly strong numbers from Invicta and Fortress showing that there is life after REIT, amongst several other updates.
Ghost Bites
Ghost Bites (Afrimat | AngloGold | Investec | Steinhoff)
Afrimat agrees payment terms for Glenover. AngloGold reports nasty year-on-year numbers. Investec one step closer to Rathbones. Steinhoff's SOTP valuation tells the entire story.
Ghost Bites
Ghost Bites (Brimstone | Growthpoint | Harmony | Labat | Mr Price | Stadio)
Growthpoint and Mr Price were the biggest stories of the day, with important updates from Harmony and Stadio as well. Brimstone's NAV is available. Labat did something strange.
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.
