Sunday, November 24, 2024
Tag:

Ascendis Health

GHOST BITES (AB InBev | EOH | Famous Brands | Grindrod | Harmony | Nampak | Zeder)

AB InBev, Grindrod and Nampak announced major deals, while Zeder completed one. EOH and Famous Brands released results. Harmony is happy to see the back of a legacy contract.

Ghost Bites (Bytes Technology | Clientele | Discovery | Lighthouse Properties | Mustek | Powerfleet | Remgro)

Bytes, Clientele, Discovery and Mustek released numbers. Lighthouse raised R1 billion in equity in a matter of hours. Remgro is very hit and miss at the moment.

Ghost Bites (Capital Appreciation | Europa Metals | Hyprop | Metair | OUTsurance | Sanlam | Texton | York Timber)

Metair is selling its Turkish business. Capital Appreciation, Hyprop, OUTsurance and York Timber released numbers. Europa Metals and Texton are doing deals.

Ghost Bites (Finbond | KAP | Murray & Roberts | Northam Platinum | Truworths)

Truworths released poor numbers. Something seems to be brewing at Finbond. Most of KAP's businesses are underperforming. Murray & Roberts and Northam Platinum gave themselves more balance sheet flexibility.

Ghost Bites (Afrimat | AngloGold | Hulamin | HomeChoice | Nedbank | Powerfleet | Sasfin | Trematon)

Nedbank achieved double digit growth. Afrimat's post-GNU story looks interesting. AngloGold has taken advantage of higher gold prices. Look out for Hulamin, HomeChoice, Powerfleet, Sasfin and Trematon as well.

Ghost Bites (Accelerate Property Fund | Ascendis | Capital & Regional | Karooooo | Prosus | Reinet)

Accelerate Property Fund is having a really tough time. Capital & Regional has attracted another potential suitor. The Ascendis deal is dead. Karooooo is growing strongly. Prosus has given the CEO a moonshot. Reinet fund's NAV has ticked higher.

Ghost Bites (Ascendis | Brait | Fortress | Gemfields | Libstar | Safari Investments | Schroder European Real Estate | STADIO | Zeder)

Aside from property updates from Fortress, Safari and Schroder, we saw the TRP ruling on Ascendis, progress on the debt restructure at Brait, a deal at Zeder and numbers at Libstar and STADIO.

Ghost Bites (Accelerate Property Fund | Anglo American | Ascendis | Jubilee Metals | MC Mining | Richemont | Sabvest | Sun International |...

Considering how late in December this is, it was a busy day of news on the JSE. Not only did we see the release of results, but we also saw major deals from the likes of Sun International.
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