06 July 2021
Tencent. Alibaba. The cheese is the growth potential in a huge market. The trap is the Chinese regulatory ecosystem.
Although earnings are still heading in the right direction, a 20% improvement on a substantial loss is still a loss.
Chrometco's businesses are either headed for business rescue or care and maintenance, as the group becomes a casualty of the latest lockdown.
Despite the pandemic, CSG Holdings posted another year of operating profit. This small cap has shown surprising resilience.
South Africa is certainly no land of milk and honey right now.
05 July 2021
Robinhood is coming to market. The company has defined an era, providing the tools for an uprising of retail investors. It hasn't been smooth sailing.
Facebook has become the fastest company in history to reach the $1tn market cap milestone, but the antitrust fight is far from over.
Chinese ride-hailing app Didi debuted on the US market last week. In a shocking turn of events, Chinese regulators are now targeting the company.
Tracey Davies is an ESG enforcer, keeping South African corporates honest. This is possibly our most passionate show thus far and is a must-listen.
S&P 500 records seven straight daily record highs.
02 July 2021
Tongaat's recovery story is coming under pressure. Will this be a sugar rush for investors, or a sugar coma?
RCL Foods made a decision years ago to diversify away from chicken. Shareholders have been thankful ever since.
Weekly summary of Merger & Acquisition activity by South African companies
Weekly summary of all Merger & Acquisition activity from across Africa (excluding South Africa)
Differentiation is a complex subject, with many dimensions to consider - it is rarely just a matter of resources that makes the difference
Weekly summary of corporate finance activity by South African exchange listed companies
01 July 2021
Caxton is making a play for Mpact, with the Mpact board finding out in the strangest way imaginable.
Nutritional Holdings remains fully committed to a "better late than never" disclosure strategy.
Accelerate's office property valuation is based on long-term vacancies of 2.3% - a lot lower than current market realities.
After a really tough few years and a major restructure, AMSA is reaping the benefits of high global steel prices.
30 June 2021
Argent's website might look outdated and dreary, but there's nothing dreary about the earnings.
KAP has a diversified, integrated group with a variety of business units - a strategy that is paying off.
RMB Holdings has confirmed that these aren't the right economic conditions for selling properties.
EOH is taking aim at four former execs, suing each one for over R1.5bn under a variety of claims.