Tag:
Stefanutti Stocks
Ghost Bites
GHOST BITES (Brait | NEPI Rockcastle | RMB Holdings | Schroder European Real Estate)
Brait's brief trading update was far too easy to miss on SENS. NEPI Rockcastle is buying another mall in Poland. RMB Holdings and Schroder European Real Estate released numbers.
Ghost Bites
GHOST BITES (Anglo American – Amplats | Equites | FirstRand | HCI | KAL Group | Life Healthcare | Pepkor | Purple | Shaftesbury...
Equites, FirstRand, HCI, KAL Group, Life Healthcare, Pepkor, Purple, Shaftesbury, Stefanutti Stocks and Zeda all gave important earnings updates. Anglo American is selling down 6% in Amplats. Vodacom and Remgro are appealing the Maziv decision.
Ghost Bites
GHOST BITES (Blue Label | Gold Fields | MTN | Sanlam | Stefanutti Stocks | Telkom)
Sanlam's great momentum continues. Telkom is looking strong. MTN's African troubles keep stinging. Blue Label has dived further into Cell C. Gold Fields and Stefanutti Stocks also released updates.
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 (Calgro M3 | Datatec | Jubilee Metals | Richemont | Sirius Real Estate)
Calgro M3 and Datatec released excellent trading statements. Sirius Real Estate is also doing pretty well. Jubilee Metals pulled the trigger on the Project G deal. Richemont is hoping that YOOX will work better with different owners.
Ghost Bites
Ghost Bites (Bidvest | Burstone | CA Sales Holdings | MAS | RCL Foods + Rainbow | Sanlam + ARC | Sibanye-Stillwater | Sun...
Get the latest recap of JSE news in the Ghost Wrap podcast, brought to you by Mazars:
Some challenges at Bidvest, but earnings are still...
Ghost Bites
Ghost Bites (Blue Label | Dipula | Equites | Fortress | Impala Platinum | Libstar | Metrofile | Pick n Pay | Sanlam |...
Dipula, Equites and Fortress gave us an interesting property day, with Sanlam and Santam on the insurance side as well. Libstar, Metrofile, Impala Platinum, Pick n Pay and South32 all released important updates, as did Blue Label.
Ghost Bites
Ghost Bites (Curro | Mantengu Mining)
Curro's earnings have finally recovered to 2020 levels, but 2019 levels are still a long way off. Mantengu Mining's Birca Copper deal is in serious doubt.