Tag:
Mondi
Ghost Bites
GHOST BITES (AVI | Bidcorp | Mantengu Mining | Metair | MultiChoice | Powerfleet | Premier | Quantum | Santam)
MultiChoice released terrible numbers. In contract, the likes of AVI, Bidcorp, Premier, Quantum and Santam are navigating difficult conditions successfully. Mantengu Mining is ramping up. Metair is a step closer to getting out of Turkey. Powerfleet's cost savings are paying off.
Ghost Bites
GHOST BITES (BHP | Dis-Chem | Finbond | FirstRand | Mondi | Sibanye-Stillwater | Sun International | The Foschini Group)
Dis-Chem released excellent results. The Comp Comm wants to prohibit Sun International's Peermont deal. FirstRand has legal issues in the UK, while TFG has bought another business there. Look out for BHP, Finbond, Mondi and Sibanye as well.
Ghost Bites
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
GHOST BITES (Bell Equipment | Coronation | Zeder)
Bell Equipment's weak second half will cause nerves among investors who missed out on the take-private offer. Coronation's B-BBEE deal is devoid of creativity. Zeder has flagged a worrying outlook.
Ghost Bites
GHOST BITES (Accelerate | Afrimat | DRA Global | Hammerson | Mondi | Schroder European Real Estate)
Accelerate Property Fund tries to sell Cherrylane - again (JSE: APF)
Will they finally get it right?
By now, Accelerate executives must feel sick at...
Ghost Bites
Ghost Bites (Barloworld | Choppies | Kore Potash | MTN | Nampak)
Barloworld scared the market with an announcement about Russian sanctions. MTN is extending Zakhele Futhi. Nampak needs to incentivise the top execs at an old share price. Choppies and Kore Potash also had news.
Ghost Bites
Ghost Bites (AB InBev | ArcelorMittal | Capital & Regional | Mondi | Mpact | MTN Ghana)
AB InBev's EBITDA margins are up. ArcelorMittal is in emergency mode. Mondi's EBITDA is lower. Capital & Regional increased its dividend. Mpact found a buyer for Versapak. MTN Ghana is much better than MTN Nigeria.
Ghost Bites
Ghost Bites (Anglo American | Bidcorp | Bytes | Capital & Regional – Vukile – Growthpoint | Emira | HCI – eMedia – Frontier...
On a very busy reporting day, we see multiple company announcements across sectors ranging from services to casinos and just about everything inbetween.
