Monday, April 28, 2025
Tag:

Mr Price

Ghost Bites (Lighthouse Properties)

Lighthouse Properties is furthering its ambitions in Iberia with the acquisition of the Alegro Montijo mall in Portugal.

Ghost Bites (Castleview | Crookes Brothers | Grindrod | Lighthouse | Marshall Monteagle | Nampak | Nictus | PBT Group | Resilient | SA...

Nampak's continuing operations are profitable. Resilient, Lighthouse, Castleview and SA Corporate gave property updates. PBT Group has some margin pressure. Crookes looks much better. There's news from Grindrod, Marshall Monteagle and Nictus as well, along with loads of Little Bites.

Ghost Bites (Ethos | Hyprop | Invicta | Jubilee | Kore Potash | Orion Minerals | PBT Group | PPC | Prosus – Naspers...

eCommerce is profitable at Naspers and Prosus. Ethos is unbundling Brait. Look out for numbers at Hyprop, Invicta, PBT Group, PPC and RCL Foods, as well as corporate news at Jubilee, Kore Potash and Orion Minerals.

Ghost Bites (enX | Gold Fields | Mr Price | Novus)

Mr Price lacks clear strategic direction. Gold Fields is being hurt by the weather. enX announced a special distribution. Novus updated its earnings range.

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.

Ghost Wrap #61 (The Foschini Group | Mr Price | Truworths | Pepkor)

In this episode of the Ghost Wrap podcast, I focused on four competing clothing retailers and their recent updates. Ghost Wrap is brought to you by Mazars.

Ghost Bites (Dis-Chem | Harmony | Mr Price | PPC | Sasol)

Mr Price and Sasol led the day of news, with the former telling a strong story and the latter struggling. Harmony put out excellent numbers. Look out for Dis-Chem and PPC news as well.

Ghost Bites (ArcelorMittal | Attacq | Bidvest | Delta Property | Impala Platinum | Nampak | RH Bophelo | Stefanutti Stocks | Vodacom –...

This was a day of mostly bad news, not least of all the tragedy at Impala Platinum. There are job losses at ArcelorMittal, disappointing numbers at Bidvest and shocking losses at Nampak.

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