Tag:
Logistics
DealMakers
A buoyant 12 months ahead for the PE sector in South Africa
Its diverse high-growth sectors, ambitious workforce and rich natural resources are some of the key areas of opportunity for PE investments in SA.
Sponsored
Unlock the Stock: CA Sales Holdings
In this edition of Unlock the Stock, CA Sales Holdings spoke to the strategy that has delivered much success for the group. There was a vibrant Q&A session at the end as usual.
Sponsored
Unlock the Stock: Karooooo
Karooooo joined the Unlock the Stock platform for the first time to talk about the company results and strategy. The session included a vibrant Q&A.
Property
Unlock the Stock: Equites Property Fund
Equites Property Fund joins Unlock the Stock for the first time. If you're interested in industrial property, this is a great discussion.
Diversified Industrials
Grindrod: now that’s a terminal growth rate
Grindrod is winning because Transnet is losing. With a successful port and terminals operation in Mozambique, shareholders are smiling.
Property
Sirius: why price / NAV matters
I warned throughout 2021 about Sirius' share price trading at a premium to NAV. This is the result of bad multiples happening to good people.
