Tag:
Astoria
Ghost Bites
Ghost Bites (Afrimat | Barloworld | Karooooo | Nampak | Sanlam | Southern Sun)
Get the latest recap of JSE news in the Ghost Wrap podcast, brought to you by Mazars:
Afrimat marches on (JSE: AFT)
Construction Materials and Bulk...
Ghost Bites
Ghost Bites (ADvTECH | Ascendis | CA Sales | Capital Appreciation | Clientele | Fairvest | Gemfields | Merafe | MC Mining | MTN...
ADvTECH, MTN and Clientele were major earnings releases, with deal news from Ascendis, CA Sales and Sasfin as well. Also look out for Capital Appreciation, Fairvest, Merafe, MC Mining and Wesizwe.
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 (Renergen | Sasfin)
The Renergen rollercoaster continues, with the market overreacting to every announcement now. Sasfin continues to disappoint the market.
Ghost Bites
Ghost Bites (African Rainbow Capital | AfroCentric | FirstRand | Gemfields | Metair | Sibanye-Stillwater)
Things are starting to look better at ARC. AfroCentric suffered a big drop in earnings. FirstRand takes a cautious approach. Gemfields disappointed the market. Metair's bad luck remains. Sibanye is retrenching in the gold operations.
Ghost Bites
Ghost Bites (Astoria | Curro | Investec | Gold Fields | JSE | MiX Telematics | OUTsurance | Workforce | 4Sight)
Look out for numbers from Astoria, Curro, Gold Fields, JSE, MiX Telematics, OUTsurance and Workforce. Investec has met regulatory requirements for the Rathbones deal.
Ghost Bites
Ghost Bites (Absa | Ninety One | Rebosis)
Absa has given a very important update for the interim period, reflecting a sharp jump in the credit loss ratio that has muted HEPS growth. Also look out for news from Ninety One and Rebosis.
Ghost Bites
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.
