Sunday, December 22, 2024
Tag:

Jasco

Ghost Bites (African Rainbow Minerals | AVI | Bidvest | Hulamin | Jasco | MAS | Metrofile | Nampak | RCL Foods | STADIO...

African Rainbow Minerals does well on manganese and coal. AVI and Metrofile earnings go sideways. Bidvest, Hulamin and Trellidor all rallied after updates. There's a firm offer for Jasco. Uncertainty at Nampak, caution at RCL Foods and slower growth at STADIO.

Ghost Bites (BHP | DRDGOLD | MTN and Telkom | Quilter | Standard Bank)

BHP's production numbers are higher, other than coal. DRDGOLD continues to struggle with margins. MTN has achieved the near-impossible: cancelling something with Telkom. Quilter has lost half its market value this year. Standard Bank signs off on another strong quarter.
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