Tag:
Attacq
Ghost Bites
GHOST BITES (Attacq | AVI | Rainbow Chicken | Renergen | Shoprite | Tiger Brands | Woolworths)
Attacq saw the two-pot benefit at the end of 2024. Woolworths didn't, with another poor apparel performance. Shoprite remains a growth juggernaut. AVI extracted profit growth from muted revenue growth. Rainbow Chicken's profits are much higher. Tiger sold out of Chile. Renergen issued shares at depressed prices.
Ghost Bites
GHOST BITES (Anglo American – Amplats | Equites | FirstRand | HCI | KAL Group | Life Healthcare | Pepkor | Purple | Shaftesbury...
Equites, FirstRand, HCI, KAL Group, Life Healthcare, Pepkor, Purple, Shaftesbury, Stefanutti Stocks and Zeda all gave important earnings updates. Anglo American is selling down 6% in Amplats. Vodacom and Remgro are appealing the Maziv decision.
Ghost Bites
GHOST BITES (BHP | Capital & Regional – Growthpoint | 4Sight | Prosus / Naspers | South32 | Workforce Holdings)
Capital & Regional released the circular for the NewRiver scheme. Workforce Holdings could be the next JSE delisting. 4Sight released great earnings. BHP and South32 had updates in the mining sector and Prosus / Naspers CEO Fabricio Bloisi released his 100-day letter.
Ghost Bites
GHOST BITES (BHP | CMH | DRDGOLD | Insimbi | Mondi | NEPI Rockcastle | Pick n Pay | Premier | PSG)
Pick n Pay is still really struggling. The downturn at CMH is clear. Premier and PSG have shown strong growth. Look out for BHP, DRDGOLD, Insimbi, Mondi and NEPI Rockcastle as well.
Ghost Bites
GHOST BITES (Bell Equipment | Coronation | Zeder)
Bell Equipment's weak second half will cause nerves among investors who missed out on the take-private offer. Coronation's B-BBEE deal is devoid of creativity. Zeder has flagged a worrying outlook.
Ghost Bites
GHOST BITES (Altron | Equites | Lighthouse | Mantengu Mining | Newpark REIT | Sibanye-Stillwater | Tharisa)
Sibanye-Stillwater dropped sharply after a bad day in court. Property news came in from Equites, Lighthouse and Newpark REIT. Mantengu Mining and Tharisa gave property and chrome updates, while Altron has achieved a major uptick in earnings.
Ghost Bites
Ghost Bites (Attacq + Hyprop | Capital & Regional + Growthpoint | Choppies | Gemfields | Vukile)
Attacq and Hyprop completed the African deals. Growthpoint will support the NewRiver offer for Capital & Regional. In further property news, Vukile released a pre-close update. Choppies and Gemfields released numbers.
Ghost Bites
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.
