Tag:
Castleview Property Fund
DealMakers
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
Ghost Bites
GHOST BITES (Quantum Foods | MultiChoice – Santam – Sanlam)
Quantum Foods achieved a substantial jump in earnings based on improved conditions in the poultry sector. Santam and Sanlam have implemented their deal related to MultiChoice's insurance business.
Ghost Bites
GHOST BITES (Absa – Standard Bank | Hulamin | MTN | RFG Holdings | Thungela)
There's a new sheriff in town at Absa - and it's Standard Bank's loss! MTN's gap between constant currency and reported earnings is still huge. RFG had trouble with pineapples. Hulamin had a poor year. Thungela released its 2024 results.
DealMakers
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
Ghost Bites
GHOST BITES (Altron | Burstone | Cashbuild | Gemfields | Naspers – Prosus | Rainbow Chicken | Sasol | Stor-Age)
Naspers - Prosus set the hares running with news of the Just Eat acquisition. Sasol's results also got a lot of focus. Altron, Gemfields and Rainbow Chicken had positive news to share. Cashbuild is slightly up and Stor-Age is ticking over. Burstone is increasing exposure to Australian industrial properties.
Ghost Bites
GHOST BITES (Afrimat | Anglo American | Amplats | Aveng | CA Sales Holdings | Emira | Quantum Foods)
Afrimat's full-year results are going to be interesting. Anglo American is getting as much cash as possible out of Amplats before the demerger. Aveng's share price is still dropping. CA Sales announced another bolt-on deal. Quantum Foods is having an excellent period. Emira released the Polish deal circular.
Ghost Bites
GHOST BITES (Copper 360 | Sappi | Sasol | Sea Harvest | Sirius Real Estate)
Sasol's earnings are down, which isn't a surprise. Sappi had a strong quarter but the next one won't be nearly as good. Sea Harvest's adjusted HEPS is slightly down. Sirius bought another property. Copper 360 has moved to hard rock.
Ghost Bites
GHOST BITES (Alexander Forbes | Aveng | Nampak | Naspers – Prosus | Standard Bank | Transaction Capital)
Alexander Forbes, Nampak, Naspers-Prosus and Standard Bank all released important numbers. Aveng has sold its stake in a property portfolio. Transaction Capital is still trying to finalise the Road Cover deal.
