Monday, April 28, 2025
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DRA Global

Ghost Bites (AB InBev | Choppies | Ellies | FirstRand | Fortress | Grindrod Shipping | Hammerson | Implats | Murray & Roberts |...

On another absolute monster of a day of news for JSE-listed companies, you'll find results from companies across multiple sectors.

Ghost Bites (Coronation | Finbond | Gemfields | Merafe | Reinet | Santova | Tiger Brands)

Tiger Brands is dropping its CEO. Coronation gave an AUM update. Finbond and Santova released numbers, while Merafe gave a production update. Gemfields gave a summary of share buybacks.

Ghost Bites (Equites | Renergen | Sibanye-Stillwater)

Equity Property Fund's interim dividend is down 19.9% year-on-year. Renergen isn't handling a social media storm in the right way. Sibanye has approved phase two at Keliber lithium,

Ghost Bites (De Beers – Anglo American | Datatec | Fortress | Kibo Energy | Life Healthcare | Newpark)

Fortress has a solution for the dual-class structure. Life Healthcare announced a deal for AMG. I stand by my view on lab-grown diamonds. Datatec is doing well. Look out for Kibo Energy and Newpark as well.

Ghost Bites (Clientele | Fortress | Hammerson | Impala Platinum | Nampak | Sanlam | Santam | Truworths)

This is a good day to learn about how the new insurance accounting standard is distorting earnings. Also look out for property, mining and retail updates, along with Nampak pricing its rights offer.

Ghost Bites (Anglo American | AVI | Brikor | Mondi | Montauk | Remgro | Salungano | Texton)

Diamonds, fish, bricks and coal - there's a bit of everything in Ghost Bites today. The biggest story was probably Mondi's partial exit of Russia, but keep a close eye on what's going on at Salungano.

Ghost Bites (Altron | Equites | Kaap Agri | NEPI Rockcastle | Oceana Group | Sibanye-Stillwater | WBHO)

Altron Document Solutions needs a new buyer. Equites updates the market on key areas. Kaap Agri is mopping up odd-lots. NEPI's dividend election is here. Oceana has been a great catch. Sibanye's year to forget. WBHO is profitable again.

Ghost Bites (AECI | BHP | Buka | City Lodge | Libstar | Old Mutual | Royal Bafokeng Platinum | Spur | Steinhoff)

Amongst a few important earnings updates, the details in the City Lodge earnings are important to read. Also look out for pricing power insights in Libstar and a drop in HEPS at Royal Bafokeng. Also, Spur is trading strongly!

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