Thursday, November 21, 2024
Tag:

Growthpoint

GHOST BITES (BHP | Capital & Regional – Growthpoint | 4Sight | Prosus / Naspers | South32 | Workforce Holdings)

Capital & Regional released the circular for the NewRiver scheme. Workforce Holdings could be the next JSE delisting. 4Sight released great earnings. BHP and South32 had updates in the mining sector and Prosus / Naspers CEO Fabricio Bloisi released his 100-day letter.

GHOST BITES (BHP | CMH | DRDGOLD | Insimbi | Mondi | NEPI Rockcastle | Pick n Pay | Premier | PSG)

Pick n Pay is still really struggling. The downturn at CMH is clear. Premier and PSG have shown strong growth. Look out for BHP, DRDGOLD, Insimbi, Mondi and NEPI Rockcastle as well.

Ghost Bites (Gemfields | Momentum | NEPI Rockcastle | PSG Financial Services | Transaction Capital | Trellidor)

Gemfields, Momentum, PSG Financial Services and Trellidor released numbers. NEPI Rockcastle is buying a large retail centre in Poland. Transaction Capital will not control SA Taxi going forward.

Ghost Bites (Anglo American | Anglo American Platinum | Growthpoint | Hyprop | Murray & Roberts | Mustek | Pan African Resources | Super...

Anglo placed the Amplats shares at a significant discount in the market. Growthpoint and Hyprop released property updates, while earnings also came in from Murray & Roberts, Mustek, Pan African Resources and Super Group.

Who’s doing what this week in the South African M&A space?

Weekly summary of Merger & Acquisition activity by South African companies.

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 (Argent | FirstRand | Growthpoint | Hudaco | Life Healthcare | Renergen | RMB Holdings)

Growthpoint is still expecting a drop in earnings. FirstRand was hit by a UK provision. Argent and Hudaco released numbers in the industrial sector. Life Healthcare has a licensing deal. RMB Holdings needs Atterbury to keep firing. Renergen needs helium.

Ghost Bites (Coronation | Grindrod Shipping | Harmony | Sirius Real Estate | Sasol | Standard Bank)

Standard Bank and Harmony released important financial updates. Sasol may be getting a windfall. The Coronation tax case ruling is imminent. There's deal news at Grindrod Shipping and Sirius.
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