Ghost Bites
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
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
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
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
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.
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.
