Thursday, December 26, 2024
Tag:

RECM & Calibre

Ghost Bites (AECI | Altron | MTN | Shaftesbury | Woolworths)

Woolworths Food is the only bright spot in the group right now. AECI is hoping for a much better second half. Altron's recovery momentum continues. MTN Nigeria is really hurting. Shaftesbury's valuations ticked higher.

Ghost Bites (Anglo American | Amplats | Famous Brands | Kumba | Oasis Crescent | Primary Health Properties | RMB Holdings | Santova |...

Aside from a number of production updates in the Anglo American stable, we saw earnings from Famous Brands, Santova, Spear REIT and Oasis Crescent. Also look out for Primary Health and RMB Holdings.

Ghost Bites (Altron | Dis-Chem | Fortress | Gemfields | Massmart | South32)

Altron reports a sharp recovery in profitability. Dis-Chem keeps winning market share. Fortress might avoid losing REIT status. Gemfields is under armed guard in Mozambique. South32's quarterly report is promising.
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