Tag:
Cashbuild
Ghost Bites
GHOST BITES (Cashbuild | Sasol | Super Group)
Positive momentum continues at Cashbuild. The same definitely cannot said for Sasol, where they are struggling. Still, those problems pale in comparison to what Super Group is dealing with.
Ghost Wrap
GHOST WRAP #82 (Clicks | Dis-Chem | The Foschini Group | Cashbuild)
In this retail-focused Ghost Wrap, I cover the recent numbers at Clicks, Dis-Chem and Cashbuild, along with the latest acquisition by The Foschini Group in the UK.
Ghost Bites
GHOST BITES (Afrimat | Anglo American / Amplats / Kumba | Cashbuild | Clicks | Datatec | Mantengu Mining | Nu-World | Spear REIT)
Clicks and Datatec released great numbers and the duo of Cashbuild and Nu-World are showing signs of better sentiment. In mining, look out for Afrimat and the Anglo group companies, along with Mantengu and a strange narrative. Spear REIT is also worth a read.
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 (Cashbuild | SPAR | Telkom | The Foschini Group | Woolworths)
On a very busy day for retail news, we saw generally poor news come in from SPAR, The Foschini Group and Woolworths, while Cashbuild reported numbers that the market knew would be tough.
Ghost Bites
Ghost Bites (Adcock Ingram | Cashbuild | Powerfleet | Sibanye)
Adcock Ingram's share repurchases have boosted HEPS. Cashbuild hopefully has the worst behind it now. Powerfleet has released an earnings update. Sibanye has funded the Keliber lithium project.
DealMakers
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
Ghost Wrap
Ghost Wrap #76 (Italtile & Cashbuild | Quilter | AngloGold & Gold Fields)
Italtile and Cashbuild are interesting plays for an improvement in consumer discretionary spending. Quilter released strong results. AngloGold and Gold Fields had such different production results, yet its Gold Fields out there doing deals.
