Tag:
Transcend Residential Property Fund
Ghost Bites
Ghost Bites (Emira + Transcend | Libstar | Sibanye | Transpaco)
Emira wants to take Transcend private and won't be paying a premium to the current price. Libstar and Sibanye have both suffered significant earnings drops, while Transpaco is headed in the right direction.
Ghost Bites
Ghost Bites (Bidvest | MultiChoice | Transcend Residential)
There weren't many updates on Thursday on the JSE, but there were a couple that really counted. Bidvest and MultiChoice are whistling two different tunes at the moment.
Ghost Bites
Ghost Bites (Adcorp | Brikor | Exemplar | Redefine | Steinhoff | Transcend Residential Property Fund | Zeda)
Adcorp got the market excited with news of a special dividend and Zeda took a knock from lack of a dividend. Brikor, Exemplar, Redefine, Steinhoff and Transcend all released updates.
Ghost Bites
Ghost Bites (Finbond | ISA Holdings | Mahube Infrastructure | Pan African Resources | Quantum Foods | Texton | Tradehold | Transcend Residential Property...
Earnings at Quantum Foods and a production guidance decrease at Pan African Resources were arguably the biggest stories on a day that included news from a few small caps on the local market.
Ghost Bites
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!
Ghost Bites
Ghost Bites (Anglo American Platinum | Attacq | Curro | EOH | Italtile | Metrofile | Spear REIT | Transcend Residential Property Fund)
Amplats suffered a nasty drop in earnings. Attacq jumped on deal news. Curro's earnings are moving higher. EOH's rights offer is successful. Italtile signs off on a tough period. Metrofile invests in the Middle East. Spear sells the Liberty building. Transcend releases results.
Ghost Bites
Ghost Bites (Accelerate | DRA Global | Grand Parade | Harmony | Implats – Northam – RBPlats | Mondi | MTN | Steinhoff)
Accelerate isn't accelerating. DRA Global has placed treasury shares. Offer for Grand Parade is fair and reasonable. Harmony closes Eva Copper deal. Implats has one hurdle left. Mondi sells more Russian assets. MTN pre-close update. The show is over at Steinhoff.
Ghost Bites
Ghost Bites (Bytes | EOH | Famous Brands | Kore Potash | Renergen)
The market took bite out of Bytes | EOH still needs a solution for its debt | Famous Brands exceeds pre-Covid revenue | A quarterly review of Kore Potash | Renergen and the inconsistent heating
