Tag:
Ethos Capital
Ghost Bites
GHOST BITES (Brait | Dipula Income Fund | Emira | Ethos Capital | Southern Sun)
Brait got a boost from Virgin Active. In property, Dipula and Emira released uninspiring results. Southern Sun is doing extremely well. Ethos Capital had a busy quarter of corporate actions.
Ghost Bites
Ghost Bites (Ethos Capital | MC Mining | Nampak | Netcare | PPC | Rainbow Chicken | Spar | York Timber)
Nampak has successfully refinanced its group. Netcare is on for a good year, but PPC investors need to be patient. Spar, York Timber and smaller counters Ethos Capital and MC Mining all released numbers. Rainbow Chicken extracted its results to help shareholders out.
Ghost Bites
Ghost Bites (MAS | Pick n Pay | Zeder)
Pick n Pay declares its R4 billion rights offer - and the market has been kind to the company. MAS has a plan to simplify the Prime Kapital joint venture. Zeder is selling another farm.
Ghost Bites
Ghost Bites (ArcelorMittal | Brait – Ethos Capital | Sibanye-Stillwater | Spear – Emira | Tongaat Hulett)
ArcelorMittal could be the bravest GNU play of all. Spear releases the Emira circular. Sibanye concludes the s189. Brait and Ethos are moving forward with their plans. Tongaat Hulett might remain listed, but why bother?
Ghost Bites
Ghost Bites (Ethos | Hyprop | Invicta | Jubilee | Kore Potash | Orion Minerals | PBT Group | PPC | Prosus – Naspers...
eCommerce is profitable at Naspers and Prosus. Ethos is unbundling Brait. Look out for numbers at Hyprop, Invicta, PBT Group, PPC and RCL Foods, as well as corporate news at Jubilee, Kore Potash and Orion Minerals.
Ghost Bites
Ghost Bites (African Media Entertainment | Brait | Caxton | Dipula | Ethos | MultiChoice | Ninety One | Novus | Reinet | Telkom...
Woolworths disappointed the market with its numbers. MultiChoice experienced premium subscriber growth for the first time in years. Look out for various other company updates as well!
Ghost Bites
Ghost Bites (Ascendis | Ethos Capital | Grand Parade | Old Mutual | Rebosis | York Timber | Wesizwe Platinum)
Ascendis may go private, but don't get excited. Brait is letting Ethos down. Grand Parade is focused on gaming. Old Mutual on the wrong end of savings culture. Rebosis sells properties at a discount. York gives tighter guidance. Wesizwe is in serious trouble.
Ghost Bites
Ghost Bites (Acsion | Blue Label | Clientele | Motus | PPC | Sephaku Cement | Visual International)
It was a day of cement and property development companies, with some direct competitors reporting. Also look out for Blue Label, Clientele and Motus.
