Sunday, December 22, 2024
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Indluplace Properties

Ghost Bites (Capitec | Hyprop | Kibo Energy | Netcare | Thungela)

Capitec's valuation has finally taken a knock. Hyprop's balance sheet is much better. Kibo is spinning off a dedicated renewables company. Netcare's case mix is almost back to normal. Thungela has no interest in renewables. Motus explained themselves.

Ghost Bites: Vol 9 (22)

Transaction Capital and Santova are cooking and Rhodes Food Group got smoked, as inflationary pressures bite food producers.
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