Tag:
Shaftesbury Capital
Ghost Bites
Ghost Bites (Absa | EPE Capital Partners | Lighthouse | Metair | Remgro | RFG Holdings)
Absa underperformed its peers in 2023. Investment holdcos EPE Capital Partners and Remgro both struggled. Metair is turning the corner. Pricing increases kept RFG Holdings in the green. Lighthouse is on the acquisition trail.
Ghost Bites
Ghost Bites (Accelerate Property Fund | Anglo American | Ascendis | Jubilee Metals | MC Mining | Richemont | Sabvest | Sun International |...
Considering how late in December this is, it was a busy day of news on the JSE. Not only did we see the release of results, but we also saw major deals from the likes of Sun International.
Ghost Bites
Ghost Bites (enX | Jubilee Metals | Marshall Monteagle | Trustco)
enX is selling Eqstra to Nedbank. Jubilee Metals has taken a big step forward with its coal strategy. Look out for earnings news from Marshall Monteagle and Trustco as well.
Ghost Bites
Ghost Bites (Barloworld | Bidcorp | Capital Appreciation | Dipula Income Fund | Glencore | Netcare | Novus | Santam | Sibanye-Stillwater | Stor-Age...
On a very busy day of trading statements, important earnings updates came in from a wide variety of JSE-listed companies.
DealMakers
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
Ghost Bites
Ghost Bites (Labat | Mantengu Mining | Marshall Monteagle | Naspers + Prosus | Shaftesbury | Spar)
It was a day of big and small on the JSE, with numbers from Naspers and Prosus accompanied by a variety of small cap updates. Look out for detailed numbers from Spar, for which you need a strong stomach.
Ghost Bites
Ghost Bites (Afrimat | Anglo American | Capitec | Copper 360 | Ninety One | Sasol)
Afrimat and Capitec were the major earnings releases on the day. There's copper news from Anglo American and Copper 360. Ninety One's AUM drops further. Sasol is popular with banks.
