Ghost Wrap
Ghost Wrap #22 (Glencore | Anglo American | Sibanye-Stillwater | Capital Appreciation | MTN Nigeria | Prosus)
This week's Ghost Wrap starts with a heavy mining focus, takes a meander through fintech and telecoms and ends up at the simplest way of all to unlock value. Ghost Wrap is brought to you by Mazars.
Ghost Wrap
Ghost Wrap #21 (Clicks | Nu-World | Purple Group | Cashbuild | Oceana | Raubex | Mining Production (BHP + Glencore + Merafe +...
This week's Ghost Wrap lays bare the impact of load shedding and inflation on a number of businesses, both good and bad. Look out for major retail, mining and financial services news in this episode.
Ghost Wrap
Ghost Wrap #20 (Aveng | PSG Konsult | De Beers + Richemont | Alphamin | Universal Partners | Stor-Age | Sappi | Glencore)
There's some juicy dealmaking this week (Stor-Age, Sappi and Glencore), alongside tough numbers from Aveng and good ones at Alphamin and PSG Konsult. Watch out for Chinese luxury demand at De Beers and Richemont!
Ghost Wrap
Ghost Wrap #19 (Investec | CMH | Northam Platinum + RB Plats + Implats | Pick n Pay | EOH | Nampak | Murray...
Episode 19 of Ghost Wrap features M&A from Investec, Northam Platinum, Glencore, Murray & Roberts and Rebosis. There were earnings from CMH and Pick n Pay, with EOH and Nampak giving balance sheet updates.
Ghost Wrap
Ghost Wrap #18 (Absa | RCL Foods | Metair | York Timber | Nampak | EOH | Bell Equipment | Barloworld)
In this week's Ghost Wrap, a number of marginal companies on the JSE are in the spotlight. There's also deal activity at Absa and RCL Foods, along with results from Bell Equipment and Barloworld.
Ghost Wrap
Ghost Wrap #17 (Remgro | Steinhoff | York Timber | RFG Holdings | CA Sales Holdings | Master Drilling | Bell Equipment | Gemfields...
In this week's Ghost Wrap, we deal with investment holding companies, FMCG, mining services, mining and primary agriculture companies. Brought to you by Mazars, this is your whirlwind summary of JSE news.
Ghost Wrap
Ghost Wrap #16 (Transaction Capital | Sun International | AngloGold + Gold Fields | Hyprop | Sabvest Capital | STADIO | Caxton | Balwin)
Aside from Transaction Capital dominating the headlines, there was good news from Sun International, STADIO, Caxton and Sabvest. Gold Fields and AngloGold announced a JV. Hyprop missed an interim dividend. The outlook for Balwin is worrying.
Ghost Wrap
Ghost Wrap 15 (Capitec | Standard Bank | Nedbank | AVI | Sea Harvest | Bidvest | Shoprite | STADIO | Renergen)
With major updates in the banking and fishing industries, it was an interesting week. Bidvest was perhaps the star of the week, while Shoprite struggling with load shedding. STADIO and Renergen also feature.
