Monday, December 23, 2024
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Tsogo Sun Gaming

Ghost Bites (African Media Entertainment | AYO Technology | Deneb Investments | eMedia | Frontier Transport Holdings | HCI | Lewis | Life Healthcare...

On an exceptionally busy day of news, we saw updates from the HCI stable of companies, along with the likes of Life Healthcare and Southern Sun. There was so much company news, all here in one place.

Ghost Bites (De Beers | Dipula | enX | NEPI Rockcastle | Ninety One | Santova | Telkom | Tsogo Sun Gaming)

Is De Beers the canary in the luxury coal mine? Telkom is falling apart. Dipula, enX, NEPI Rockcastle, Ninety One, Santova and Tsogo Sun Gaming all reported numbers.

Weekly corporate finance activity by SA exchange-listed companies

Weekly summary of corporate finance activity by South African exchange listed companies

Ghost Bites (Astral Foods | Aveng | Calgro M3 | CMH | MTN Uganda | Rebosis)

CMH released stellar results with fascinating segmentals. Calgro M3 gave the market a nice surprise, Aveng has banked the Trident disposal and Astral's profitability has been crushed. MTN Uganda and Rebosis also released updates.

Ghost Bites (Clicks | Growthpoint | Kaap Agri | Lewis | Mr Price | Southern Sun | Tsogo Sun Gaming)

Sorbet acquisition makes sense for Clicks. Growthpoint gears up for tourist season. Kaap Agri has another strong year. Lewis wins with buybacks. Mr Price punished by the market. Southern Sun is profitable. Tsogo Sun Gaming is still down on pre-Covid levels.

Ghost Bites (Barloworld | Ethos | Naspers | Netcare | Sirius | Sun International | Tsogo Sun)

Barloworld banks a big result and announces the Zeda unbundling. Ethos Private Equity to merge with The Rohatyn Group. Naspers's HEPS swings into the red. Netcare is a case study in operating leverage. Sirius Real Estate grew strongly but is trading below NAV. Sun International shines on Grand Parade. Tsogo Sun Gaming shows that casinos cashed in.

Ghost Bites Vol 55 (22)

With major updates from Cashbuild, Mr Price, Anglo American Platinum, Sasol and South32, it was a big day of news on the local market.

Ghost Bites Vol 52 (22)

Tsogo Sun Hotels has released its circular to achieve an operational split from Tsogo Sun Gaming. SilverBridge directors are happily accepting an "unfair" offer. Nedbank, ArcelorMittal, Metair and Gemfields all gave important updates.
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