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Deutsche Konsum
Ghost Bites
GHOST BITES (Adcorp | AB InBev | MTN | Oceana | Pan African Resources | Renergen)
Adcorp's restructuring costs hit their profits. AB InBev's volume growth is mainly in no-alcohol beers. Pan African Resources delivered a great project. MTN Nigeria is still struggling. Oceana had a disappointing second half of the year. Renergen is pushing on through challenges.
Ghost Bites
Ghost Bites (ADvTECH | Aveng | DRDGOLD | Lighthouse | MTN Rwanda | Northam Platinum | Renergen | Transaction Capital)
ADvTECH has indicated strong earnings growth and now Aveng has given a range as well. DRDGOLD disappointed the market. Look out for numbers from Lighthouse, MTN Rwanda and Northam Platinum as well, with deal news at Transaction Capital and positive updates at Renergen.
Ghost Bites
Ghost Bites (Coronation | Brimstone – Sea Harvest | enX | NEPI Rockcastle | Santova | Stefanutti Stocks | Universal Partners)
Coronation's earnings trajectory is a concern. NEPI Rockcastle is flying and enX is doing pretty well too. Santova is catching the wrong end of the cycle.
Ghost Bites
Ghost Bites (Datatec | Life Healthcare | MTN | Quantum Foods | Sasol)
Get the latest recap of JSE news in the Ghost Wrap podcast, brought to you by Mazars:
Datatec's earnings are growing - and in hard...
Ghost Bites
Ghost Bites (MC Mining | MultiChoice | Sasol | Sirius)
Get the latest recap of JSE news in the Ghost Wrap podcast, brought to you by Mazars:
Goldway has declared its MC Mining offer unconditional...
Ghost Bites
Ghost Bites (Ascendis | Bell Equipment | Emira | Heriot | Renergen | RMB Holdings | Workforce | York Timber)
Get the latest recap of JSE news in the Ghost Wrap podcast, brought to you by Mazars:
Ascendis swings sharply into the green (JSE: ASC)
You...
Ghost Bites
Ghost Bites (Ascendis | Barloworld | EOH | Master Drilling | Nampak | Salungano | Spar | Tharisa | Vukile)
Get the latest recap of JSE news in the Ghost Wrap podcast, brought to you by Mazars:
Ascendis is making profits again (JSE: ASC)
The market...
Ghost Bites
Ghost Bites (DRDGOLD | Pan African Resources | Universal Partners)
DRDGOLD and Pan African Resources delivered gold sector updates, with very different underlying production narratives. Universal Partners has a unique portfolio that is always fun to read about.
