Thursday, November 21, 2024
Tag:

Tiger Brands

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 (Astral Foods | Impala Platinum | Lewis | Santova | Tiger Brands)

Astral Foods and Lewis have a much better story to tell. Tiger Brands only has modest profit growth, but that's still better than Santova coming off the boil. Impala Platinum's production fell in the first quarter.

Ghost Bites (Anglo American | Anglo American Platinum | AngloGold | Attacq | Bowler Metcalf | Caxton | Libstar | Old Mutual | Texton...

On a busy day of news, Anglo American is starting to sell down Amplats, while AngloGold is buying a mine in Egypt. We saw results from Attacq, Bowler Metcalf, Libstar, Old Mutual and WBHO, along with corporate updates from Texton and Vukile. Caxton got in trouble with the JSE.

Ghost Bites (Absa | Argent | Aveng | Coronation | Hulamin | MTN | Thungela)

Absa has a change of management and headaches in Africa. Argent acquires a business in the UK. Aveng could break itself in half. Coronation is paying a dividend. Hulamin, MTN and Thungela also released numbers.

Ghost Bites (British American Tobacco | Copper 360 | Momentum Metropolitan | MultiChoice | Pan African Resources | RCL Foods)

British American Tobacco had a rough first half but has guided for a better second half. MultiChoice released the Canal+ offer circular. RCL Foods is unbundling Rainbow. Look out for Copper 360, Momentum Metropolitan and Pan African Resources as well.

Ghost Wrap #70 (Balwin | Quantum Foods | De Beers | Tiger Brands | Bidcorp)

Get the latest on Balwin's KZN deal, Quantum Foods doing better in eggs, De Beers continuing to struggle, Tiger Brands with a brave dividend increase and Bidcorp with ongoing growth.

Ghost Bites (Alphamin | Barloworld | Collins Property | Datatec | Exemplar | Mantengu Mining | Pick n Pay | RH Bophelo | Tiger...

Pick n Pay's financial woes and a sideways result at Tiger Brand's core led the day, with news also coming in from Alphamin, Barloworld, Collins Property, Datatec, Exemplar, Mantengu Mining and BH Bophelo.

Ghost Bites (Anglo American | Blue Label Telecoms | Caxton | Gold Fields | Harmony | Mondi | Pick n Pay | Tiger Brands)

It was a very busy day of news including the mining sector (particularly gold), as well as substantial bad news in the SA consumer side of the market.
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