Tag:
Ethos Capital
Ghost Bites
Ghost Bites (African Media Entertainment | Brait | Caxton | Dipula | Ethos | MultiChoice | Ninety One | Novus | Reinet | Telkom...
Woolworths disappointed the market with its numbers. MultiChoice experienced premium subscriber growth for the first time in years. Look out for various other company updates as well!
Ghost Bites
Ghost Bites (Ascendis | Ethos Capital | Grand Parade | Old Mutual | Rebosis | York Timber | Wesizwe Platinum)
Ascendis may go private, but don't get excited. Brait is letting Ethos down. Grand Parade is focused on gaming. Old Mutual on the wrong end of savings culture. Rebosis sells properties at a discount. York gives tighter guidance. Wesizwe is in serious trouble.
Ghost Bites
Ghost Bites (Acsion | Blue Label | Clientele | Motus | PPC | Sephaku Cement | Visual International)
It was a day of cement and property development companies, with some direct competitors reporting. Also look out for Blue Label, Clientele and Motus.
Ghost Bites
Ghost Bites (AEEI | Attacq | Brait | Delta | Ellies | enX | Ethos Capital | Glencore | MultiChoice | Resilient | Telkom)
It was a busy day of news, including major releases from Brait, MultiChoice and Telkom. Glencore is always busy with deals and Ellies needs money. There were several other updates as well.
Ghost Bites
Ghost Bites (Equites | Industrials REIT | Karoooo | Quantum Foods | Sibanye | Steinhoff | Vukile)
Equites' NAV takes a knock. Karooooo is still growing strongly. Sibanye just can't win and neither can Quantum Foods. Vukile invests further in Spain. Industrials REIT releases its circular. Steinhoff sells Mattress Firm.
Ghost Bites
Ghost Mail (Adcorp | Alviva | Brimstone | Ellies | Mpact)
Adcorp to shut down allaboutXpert Australia. There's a firm offer for Alviva. Brimstone releases its NAV update. Ellies is a group in transition. Mpact to invest R1.2 billion in Mpumalanga.
Ghost Bites
Ghost Bites (Emira | HCI | Murray & Roberts | Nampak | Sasol)
Emira gave a pre-close update. HCI records a huge jump in profits. Murray & Roberts to sell stake in Bombela. Nampak: when bad balance sheets happen to good people. Sasol drops after releasing a trading statement.
Ghost Bites
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.
