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Globe Trade Centre
DealMakers
Who’s doing what this week in the South African M&A space?
Weekly summary of Merger & Acquisition activity by South African companies
Ghost Bites
GHOST BITES (Astral | Fairvest – Dipula | Goldrush | Naspers – Prosus | PPC | Sanlam – MultiChoice | Sirius | Telkom |...
A busy day of news saw earnings from Astral, Goldrush, Naspers - Prosus, PPC, Sirius Real Estate, Telkom and WeBuyCars, along with deal news at Fairvest - Dipula and Sanlam - MultiChoice.
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.
Ghost Bites
Ghost Bites (African Media Entertainment | AYO Technology | Pepkor | Reinet | Spear REIT | Vukile – Capital & Regional – Growthpoint)
Pepkor is becoming increasingly reliant on credit. Look out for property updates from Spear and Vukile. African Media Entertainment is doing well, as is Reinet.
Ghost Bites
Ghost Bites (Copper 360 | Gemfields | Quilter | RMH | Zeder)
Get the latest recap of JSE news in the Ghost Wrap podcast, brought to you by Mazars:
Copper 360 invokes the spirit of Steve Jobs...
Ghost Bites
Ghost Bites (AH-Vest | Burstone | Emira | Investec | Life Healthcare | NEPI Rockcastle | Safari | Southern Sun | Trellidor)
Important news came in from the likes of Burstone, Emira, Investec, Life Healthcare and NEPI Rockcastle, just to name a few.
Ghost Bites
Ghost Bites (Mediclinic | PPC | Spar | Tiger Brands | Woolworths)
Mediclinic's earnings are a mixed bag. I'm glad I gave up on Spar after seeing these results. I got it badly wrong on Tiger Brands. Woolworths continues a strong run.
Ghost Bites
Ghost Bites Vol 83 (22) – Cognition | Fortress | TRP Investigations
Cognition's results show how disconnected the market cap is from the balance sheet. Fortress REIT has given a view on life after being a REIT. The TRP is very busy with investigations.