Tag:
Schroder European REIT
Ghost Bites
Ghost Bites (Schroder | Southern Palladium | Spear REIT | Transaction Capital – WeBuyCars | Woolworths)
Get the latest recap of JSE news in the Ghost Wrap podcast, brought to you by Mazars:
Schroder European Real Estate refinances a major loan...
Ghost Bites
Ghost Bites (Bowler Metcalf | DRDGOLD | Lesaka | MTN | MultiChoice)
There's M&A news of very different kinds at Lesaka, MTN and MultiChoice. DRDGOLD's earnings growth is modest, unlike at Bowler Metcalf with great operating leverage.
Ghost Bites
Ghost Bites (Advanced Health | Pick n Pay | Schroder European REIT | Stefanutti Stocks)
Advanced Health seems to be headed for the exit. Pick n Pay invests in red meat. Schroder's valuation goes the wrong way. Stefanutti Stocks gets paid on its claim soon.
Ghost Bites
Ghost Bites (Aveng | BHP | Delta | PSG Konsult | Schroder | Steinhoff | Tharisa | Tradehold | Vunani)
Aveng was Thursday's big loser. BHP and Delta Property Fund are doing deals. PSG Konsult, Schroder and Tharisa released financial updates. Steinhoff marches towards zero. Tradehold changes name and Vunani never changes.
Ghost Bites
Ghost Bites (Afrimat | Cashbuild | Lighthouse Properties | Merafe | RCL Foods | South Ocean | Transaction Capital | York Timber)
Afrimat has moved sector. Cashbuild has finalised the odd-lot offer. Earnings from Lighthouse Properties, Merafe, South Ocean and York. Transaction Capital can suddenly give forecasts. RCL is angry with Albie Cilliers.
Ghost Bites
Ghost Bites (EOH | Kibo Energy | Ninety One | Schroder REIT | Spar)
EOH's rights offer is fully underwritten. Kibo looks to synthetic oil. Ninety One's AUM is flat for the quarter. Schroder's property values are lower. There are wholesale changes to the Spar board.
Ghost Bites
Ghost Bites (Afrimat | Aveng | Grindrod | Karooooo | RCL Foods)
Afrimat sees a drop in profitability. Aveng looks increasingly interesting. Grindrod jumps after a trading update. Karooooo releases solid Q2 numbers. RCL Foods wants to unwind its B-BBEE deal.
Ghost Bites
Ghost Bites Vol 69 (22)
Thungela's results and a R60 dividend set tongues wagging on Monday. Absa, Spur and others released results. Sappi has made some heavy-hitting executive appointments.
