Thursday, December 26, 2024
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Globe Trade Centre

GHOST BITES (Anglo American – Amplats | Equites | FirstRand | HCI | KAL Group | Life Healthcare | Pepkor | Purple | Shaftesbury...

Equites, FirstRand, HCI, KAL Group, Life Healthcare, Pepkor, Purple, Shaftesbury, Stefanutti Stocks and Zeda all gave important earnings updates. Anglo American is selling down 6% in Amplats. Vodacom and Remgro are appealing the Maziv decision.

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 (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 (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 (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 (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 (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 (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.
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