Tag:
Absa
Ghost Bites
GHOST BITES (Absa | Nampak | Trustco | Vukile Property Fund)
Absa has given updated earnings guidance for 2024 and beyond. Nampak has put in place a clever B-BBEE deal. Trustco has released the Legal Shield deal circular. Vukile's Spanish acquisition is still on hold.
Ghost Bites
GHOST BITES (AYO Technology – Mustek | Insimbi Industrial Holdings | Sanlam | Visual International)
Sanlam has closed the Assupol deal. AYO sold a business to Mustek. Insimbi is in the red. Visual International is issuing shares to settle debt.
Ghost Wrap
Ghost Wrap #77 (Absa & Standard Bank | MTN | NEPI Rockcastle)
Absa and Standard Banks are both banks, yet the share price performance has been so different. MTN's nightmares in Nigeria continue. NEPI Rockcastle is one of the best property funds on the local market.
Ghost Bites
Ghost Bites (Absa | Argent | Aveng | Coronation | Hulamin | MTN | Thungela)
Absa has a change of management and headaches in Africa. Argent acquires a business in the UK. Aveng could break itself in half. Coronation is paying a dividend. Hulamin, MTN and Thungela also released numbers.
Ghost Bites
Ghost Bites (Anglo American – BHP | Finbond | Impala Platinum | Invicta | Oasis Crescent | Reinet | Renergen | Sibanye-Stillwater)
Get the latest recap of JSE news in the Ghost Wrap podcast, brought to you by Mazars:
Anglo American's board rejects the BHP proposal (JSE:...
Ghost Bites
Ghost Bites (Absa | EPE Capital Partners | Lighthouse | Metair | Remgro | RFG Holdings)
Absa underperformed its peers in 2023. Investment holdcos EPE Capital Partners and Remgro both struggled. Metair is turning the corner. Pricing increases kept RFG Holdings in the green. Lighthouse is on the acquisition trail.
DealMakers
ANSARADA DealMakers Shortlisted Nominees for 2023
Who will emerge as winners at the ANSARADA DealMakers Annual Awards on 13 February 2024?
Ghost Wrap
Ghost Wrap #57 (British American Tobacco | Absa + Nedbank | Transaction Capital | Spur | Murray & Roberts)
Going into more detail than usual this week, I covered the outlook at British American Tobacco, the recent banking updates, the state of play at Transaction Capital, exciting stuff at Spur and improvement at Murray & Roberts. Ghost Wrap is brought to you by Mazars.
