Tag:
Premier
Ghost Bites
GHOST BITES (ADvTECH | Ascendis | Astral Foods | Burstone | Gold Fields | Grand Parade Investments | Premier | Raubex | Southern Sun...
ADvTECH and STADIO have shown how to make money in education. Raubex keeps delivering. Astral Foods is facing adversity again. Gold Fields is trying to acquire Gold Road. Look out for Ascendis, Burstone, Grand Parade, Premier and Southern Sun as well.
Ghost Bites
GHOST BITES (Coronation | Mr Price | Quilter | Vukile)
Coronation's AUM has moved sharply higher and Quilter also has a great story to tell about growth in that sector. Mr Price is winning market share and had a strong finish to 2024. Vukile's Spanish property acquisition may still go ahead in the aftermath of floods.
Ghost Bites
GHOST BITES (Accelerate | Murray & Roberts | Novus | Remgro)
In a market shocker, Murray & Roberts is suspended from trading and in business rescue. Novus managed solid profits. Mediclinic is boosting Remgro. Accelerate needs to renegotiate the F&G deal.
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 | 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.
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 (Curro | MultiChoice | Nedbank | Premier | Shoprite | Sibanye-Stillwater | WBHO)
On a day of important news releases from major companies, Nedbank and Shoprite led the way. MultiChoice is getting a higher offer from Canal+. Also look out for Curro, Sibanye and WBHO, with Premier giving an update as well.
Ghost Bites
Ghost Bites (Alexander Forbes | Altron | Ethos Capital Partners | Harmony | Premier | Raubex | Shoprite | Vodacom | Zeda)
This was a busy day of news with a number of mostly positive earnings updates.
