Tag:
Rebosis
Ghost Bites
Ghost Bites (AYO Technology | British American Tobacco | Gemfields | Metair | Nedbank | Rebosis | Schroder Real Estate | Texton | Tharisa...
The biggest news of the day was British American Tobacco's impairment and outlook, which drove a 10% drop in the share price. A number of other companies released 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.
DealMakers
Who’s doing what this week in the South African M&A space?
Weekly summary of Merger & Acquisition activity by South African companies
Ghost Bites
Ghost Bites (Bowler Metcalf | Coronation | Orion Minerals | Sanlam | Santam | Shoprite | The Foschini Group)
It was a big day for retail updates, with Shoprite and The Foschini Group being the big news. We also saw updates from Bowler Metcalf, Coronation, Orion Minerals, Sanlam and Santam.
Ghost Bites
Ghost Bites (Master Drilling | Nampak | Sibanye-Stillwater | Super Group | Thungela | Transpaco)
It's a day of extremes. Master Drilling is doing well in the mining industry and Sibanye isn't. Nampak needs money from shareholders whereas Transpaco is rewarding shareholders. Super Group released great numbers. Thungela closed the Aussie deal.
Ghost Bites
Ghost Bites (Accelerate | Adcock Ingram | Bidcorp | DRDGOLD | Harmony Gold | RCL Foods | Rebosis | RMB Holdings | Sasol)
It was a good day for gold miners and companies like Bidcorp and Adcock Ingram with solid numbers. RCL Foods cannot say the same. Look out for results from Sasol as well. Accelerate Property Fund, Rebosis and RMB Holdings all announced disposals.
Ghost Bites
Ghost Bites (Equites | Grindrod | Homechoice | Impala Platinum | KAP | Merafe | Rebosis | Resilient | Santam | Trustco)
Not all industrials are performing equally in this environment, like KAP vs. Grindrod. Look out for property news from Equites, Rebosis and Resilient, along with updates from Homechoice, Implats, Merafe, Santam and Trustco.
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.
