07 February 2018

Big shakeup as Koseff and Kantor make way for new blood

Investec chairman Fani Titi and asset management head Hendrik du Toit will be appointed as CEO designates on 1 April.

AngloPlat expects to double earnings

A strong operational performance, strict cost control and higher sales volumes of platinum group metals are behind the rise.

Hulamin hit by strong rand

The impact of the stronger currency was partially offset by higher metals prices and a strong manufacturing and sales performance.

DRDGold rallies on tailings forecast

The surface treatment specialist says the benefits of the Sibanye-Stillwater deal will quickly offset dilution of earnings.

Brij Maharaj: Ramaphosa’s SONA: First Edition

An imagined first State of the Nation Address to Parliament by 'President' Cyril Ramaphosa.

Helen Zille: From the Inside: Day Zero Memes and Myths abound – let’s get back to essentials

Discussions during the past week have proved, once again, that fiction has more traction than fact, especially on an emotive issue. Also this week we saw,...

06 February 2018

Capitec builds its defence against Viceroy

The bank says the Viceroy report presents information that is not clearly comparable and fails to present information that is in the public domain.

Op-Ed: The quest for truth and trust amid rumours and research notes about Steinhoff, Capitec et al

We have become too sceptical of those in positions of authority (whether in business or otherwise) to trust that anyone would act other than for their...

Sibanye-Stillwater blitzes up more metal

The precious metals miner has beaten its guidance for last year’s local gold and platinum output.

Cape Hake demand boosts Sea Harvest

The fisheries group says its performance has been significantly enhanced by the investments made in its Saldanha Bay processing plants.

The week ahead

The narrowly defined unemployment rate remained at 4.1%, with the broader rate, which includes discouraged jobseekers, moving slightly higher to 8.2%.

TRAINSPOTTER: Cow Patsy – How Ace Magashule, and his Gupta dairy scam in Vrede, explain Jacob Zuma’s final hours

For the past 23 years, ANC warlord and Free State Premier Ace Magashule has presided over a medieval dead zone, in which his courtiers ran around...

05 February 2018

No caution required (but nerves of steel recommended)

Resilient and associated companies continue to fall despite moves to calm investors.

PPC bemoans lack of infrastructure projects

While Southern African volumes are under pressure, it’s growing volumes in Zimbabwe, Rwanda and DRC

Hudaco rides the rand rollercoaster

The company says it’s only through buying new businesses with better growth potential that it has been able to increase profits.

Mining cushions Murray & Roberts

While low investment in oil & gas has continued, the engineering and construction group’s underground mining unit is expected to report improved earnings

Zuma corruption charges: Will NPA team leader Moipone Noko defend the king?

As President Jacob Zuma fights for his political life there are a few chess pieces left on the board that might still be able to defend...

Eskom board hits ground running, issuing stern ultimatum to staff

Eskom Chairman Jabu Mabuza is sending a stern warning to Eskom employees to come clean or be shown the door. By ORATENG LEPODISE.

South Africa’s Electricity Choice (Part 2): Renewable Energy is a win-win

Renewables everywhere thrive on the fair and open competition that no new nuclear plant has achieved anywhere. Nuclear costs are murky, rising, and augmented by the...

02 February 2018

Growing backlash over Viceroy's Capitec report

The ratings agency says Capitec is well capitalised with conservative reserving, which is appropriate for high normalised credit losses.

Viceroy v. Capitec: It’s Complicated

Tuesday was a day of high drama for the South African markets, with local lender Capitec's shares at one point falling 20% on the back of...

Private Equity Deal of the Year

This is the 13th year in which this Gold Medal award is to be made. Nominations were received from advisory firms which together with nominations from...

DRDGold glisters on production report

A rise in production has more than compensated for a decline in the rand price of gold over the period.

Who’s doing what in the South African & African M&A space?

A2X , one of the new independent stock exchanges, has joined Africa’s largest vendor neutral data centre Teraco, to bring its fast trading system closer to...

Glencore maintains targets as coal disappoints

The group has lowered its 2018 guidance for coal due to the expected sale of its Tahmoor mine in Australia.

Oscar van Heerden: It’s the Economy, Stupid: How to unlock avenues for investments

With the nostalgia dying down post the Nasrec ANC conference and some positive steps being observed from certain quarters such as the Asset Forfeiture Unit and...

Thorts - Amendments to the taxation of debt restructures

This is no longer the case. For example, should a person who did not previously hold any shares in a company (such as an external creditor)...

Corporate finance activity of the week

Capitec Bank repurchases preference shares. The company has repurchased a further 114 849 preference shares at an average price of R89.05 per preference share for R10,23...

01 February 2018

Vodacom’s data revenue jumps on rising customer numbers

The group now generates R2 billion a month in data revenue in South Africa as it adds more customers.

Barloworld in talks to buy bolt-on auto business

Its fleet dealership businesses had a tough first quarter, while its equipment and logistics businesses fared better

Why the American market?

I believe the US Stock market is the best place for global diversification. Here are my reasons, and a look at OMI, a healthcare logistics company...

Ascendis Health falls on subdued earnings growth

Following a spate of acquisitions, transaction and financing costs have held back earnings growth.

Ceramic deal boosts Italtile’s turnover

Stripping out the impact of the Ceramic takeover, Italtile's like-for-like sales have dwindled

Newsflash: Eskom admits its financial frailty, blames poor leadership

Releasing Eskom's long-delayed interim results on Tuesday, acting Eskom CEO Phakamani Hadebe admitted that the energy utility's financial position is unsustainable. He blamed poor leadership at...

South Africa’s Electricity Choice (Part 1): Why Ramaphosa must kill the nuclear dream

Shifts ever more adverse to nuclear new-build have accelerated on every front. The global nuclear enterprise is slowly dying of an incurable attack of market forcesi....

Analysis: Team SA had to work double-time and hit the right notes to capture world’s attention at Davos

Team South Africa has returned from the World Economic Forum at Davos triumphantly, claiming renewed investor confidence and interest in a country soon to be helmed...

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