Tag:
The Foschini Group
Ghost Bites
GHOST BITES (African Media Entertainment | Boxer – Pick n Pay | Burstone | Kore Potash | Lesaka | Momentum | NEPI | Ninety...
Boxer achieved strong institutional interest. Sanlam is putting its active asset management ambitions into Ninety One. African Media Entertainment, Burstone, Momentum, NEPI, Primeserv, Reinet and RFG all released numbers. Lesaka, Tiger Brands and Kore Potash all had deal news.
Ghost Bites
GHOST BITES (Grindrod | Huge | ISA | Richemont | Sephaku | The Foschini Group)
Richemont's numbers were dragged down by Asia Pacific. The Foschini Group had a poor period that ended strongly. Grindrod's Mozambican ports business has reopened. Huge, ISA and Sephaku all released numbers.
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 Wrap
GHOST WRAP #82 (Clicks | Dis-Chem | The Foschini Group | Cashbuild)
In this retail-focused Ghost Wrap, I cover the recent numbers at Clicks, Dis-Chem and Cashbuild, along with the latest acquisition by The Foschini Group in the UK.
Ghost Bites
GHOST BITES (BHP | Dis-Chem | Finbond | FirstRand | Mondi | Sibanye-Stillwater | Sun International | The Foschini Group)
Dis-Chem released excellent results. The Comp Comm wants to prohibit Sun International's Peermont deal. FirstRand has legal issues in the UK, while TFG has bought another business there. Look out for BHP, Finbond, Mondi and Sibanye as well.
Ghost Bites
Ghost Bites (Cashbuild | SPAR | Telkom | The Foschini Group | Woolworths)
On a very busy day for retail news, we saw generally poor news come in from SPAR, The Foschini Group and Woolworths, while Cashbuild reported numbers that the market knew would be tough.
Ghost Bites
Ghost Bites (Anglo American | Anglo American Platinum | Cashbuild | Kumba Iron Ore | Mpact | Mr Price | Sasol | South32 |...
In this bumper update covering two days of news, there were various mining and energy updates (Anglo / Anglo Platinum / Kumba / South32 / Sasol), as well as consumer sector updates from Mr Price and Cashbuild. Mpact and Vukile also featured.
Ghost Bites
Ghost Bites (ArcelorMittal | Brait – Ethos Capital | Sibanye-Stillwater | Spear – Emira | Tongaat Hulett)
ArcelorMittal could be the bravest GNU play of all. Spear releases the Emira circular. Sibanye concludes the s189. Brait and Ethos are moving forward with their plans. Tongaat Hulett might remain listed, but why bother?
