Tag:
Industrials REIT
DealMakers
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
Ghost Bites
Ghost Bites (Afrimat | City Lodge | MTN | Nedbank | Standard Bank | Transaction Capital)
Afrimat is buying Lafarge, an interesting punt at local cement and construction materials. City Lodge is profitable again. Look out for news from MTN, Nedbank, Standard Bank and Transaction Capital.
DealMakers
Considering JSE-listed property companies
The change in investor risk appetite in the markets, due to inflation and interest rate hikes could benefit well-positioned JSE-listed property companies.
Ghost Bites
Ghost Bites (Afrimat | Coronation | Datatec | Grindrod Shipping | Investec | Investec Property Fund | Netcare | Purple Group | Sanlam)
Investec, Netcare and Sanlam reported strong numbers. Afrimat and Investec Property Fund took a knock in this environment, with Grindrod shipping now in the red. Coronation, Datatec and Purple Group also had important updates.
Ghost Bites
Ghost Bites (Equites | Industrials REIT | Karoooo | Quantum Foods | Sibanye | Steinhoff | Vukile)
Equites' NAV takes a knock. Karooooo is still growing strongly. Sibanye just can't win and neither can Quantum Foods. Vukile invests further in Spain. Industrials REIT releases its circular. Steinhoff sells Mattress Firm.
Ghost Bites
Ghost Bites (Glencore | Industrials REIT | MC Mining | MTN | Reinet | Sasol | Southern Palladium)
Glencore is a deal machine. Industrials REIT remains defensive. MTN Nigeria is under earnings pressure. Sasol raises US funding. Quarterly updates from MC Mining, Reinet and Southern Palladium.
Ghost Bites
Ghost Bites (AH-Vest | Industrials REIT | Grand Parade | Rex Trueform | Sappi | Universal Partners)
AH-Vest gets squeezed by load shedding. Blackstone formalises the offer for Industrials REIT. Sappi's sale of European mills falls through. Dentistry pays at Universal Partners. Grand Parade has a new CEO. Rex Trueform releases solid numbers.
Ghost Bites
Ghost Bites (Combined Motor Holdings | EOH | Europa Metals | Industrials REIT | ISA Holdings | Northam Platinum | Texton)
Northam Platinum walks away from RB Plats. CMH has another massive year. EOH catches a bid. Europa Metals starts drilling. Industrials REIT is now a pure-play business. These and more in Ghost Bites!
