Tag:
MultiChoice
Ghost Bites
GHOST BITES (Quantum Foods | MultiChoice – Santam – Sanlam)
Quantum Foods achieved a substantial jump in earnings based on improved conditions in the poultry sector. Santam and Sanlam have implemented their deal related to MultiChoice's insurance business.
Ghost Bites
GHOST BITES (Anglo American | Anglo American Platinum | aReit | Cashbuild)
Anglo American is ready to demerge Anglo American Platinum. Cashbuild has pulled the trigger on the acquisition of a few hardware stores. aReit has suffered large impairments.
Ghost Bites
GHOST BITES (Bell Equipment | Netcare | Novus | Orion Minerals | MultiChoice | Safari Investments | Telkom)
MultiChoice has rug pulled its B-BBEE investors. Bell Equipment is way off its offer price and earnings are dropping. Telkom and Netcare are both growing. Safari Investments is exiting Namibia. Novus and the TRP aren't friends. Orion released its long-awaited DFS for both major assets.
DealMakers
Who’s doing what this week in the South African M&A space?
Weekly summary of Merger & Acquisition activity by South African companies
Ghost Bites
GHOST BITES (Brimstone | Caxton & CTP | CA Sales | Discovery | Harmony | HomeChoice | MultiChoice | Nedbank | Sea Harvest |...
Discovery and Harmony released blockbuster numbers, with WBHO also putting in an impressive showing. CA Sales and HomeChoice flagged excellent growth. Shoprite and Nedbank put in a dependable performance. Brimstone, Caxton and Sea Harvest had struggles. MultiChoice's deal with Canal+ has been delayed.
DealMakers
ANSARADA DealMakers Annual Awards – Results 2024
The 24th Annual Awards were held on Tuesday 18 February 2025, at the Sandton Convention Centre.
Ghost Bites
GHOST BITES (Bowler Metcalf | Boxer | MultiChoice | Sirius Real Estate | Pick n Pay)
Boxer is performing well and Pick n Pay is improving. Canal+ has found a potentially suitable structure for MultiChoice SA. Bowler Metcalf's results were decent, but not as exciting as they first appear to be. Sirius Real Estate bought another property.
Ghost Wrap
GHOST WRAP – Five insights from November 2024
In a new format for the Ghost Wrap podcast, I looked back on five important insights in the South African market from November 2024. A full transcript and important share price charts are now included. Ghost Wrap is brought to you by Forvis Mazars.
