Tag:
Shoprite
Ghost Bites
Ghost Bites (BHP | Glencore | Merafe | Shoprite | Zeder)
Shoprite continues to grow at double digits. BHP has done a copper deal. Glencore needs a strong second half, as does Merafe. Zeder has announced another disposal.
Ghost Bites
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
Ghost Bites (Balwin | Brikor | Brimstone | 4Sight | ISA Holdings | MC Mining | Pan African Resources | Quantum Foods)
Balwin is chasing growth in KZN. 4Sight and ISA fly the small tech flags. Quantum Foods has improved margins. Brikor, Brimstone, MC Mining and Pan African Resources also released announcements.
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 (Curro | MultiChoice | Nedbank | Premier | Shoprite | Sibanye-Stillwater | WBHO)
On a day of important news releases from major companies, Nedbank and Shoprite led the way. MultiChoice is getting a higher offer from Canal+. Also look out for Curro, Sibanye and WBHO, with Premier giving an update as well.
Ghost Bites
Ghost Bites (Argent Industrial | MiX Telematics | Pepkor | Shoprite | Transaction Capital)
Shoprite is still shooting the lights out. Pepkor released decent numbers. Transaction Capital is serious about unbundling WeBuyCars. Look out for Argent and MiX Telematics as well.
Ghost Wrap
Ghost Wrap #54 (NEPI Rockcastle | MultiChoice | Santam | Shoprite vs. Woolworths | Richemont)
The latest Ghost Wrap episode features NEPI Rockcastle, MultiChoice, Santam, Shoprite, Woolworths and Richemont. You need under 6 minutes to get up to date, thanks to Mazars.
Ghost Bites
Ghost Bites (AH-Vest | Burstone | Emira | Investec | Life Healthcare | NEPI Rockcastle | Safari | Southern Sun | Trellidor)
Important news came in from the likes of Burstone, Emira, Investec, Life Healthcare and NEPI Rockcastle, just to name a few.
