NEWS ARCHIVES


29 June 2021

Glencore isn't afraid of the Big Bad Coal

While Anglo American bails out of coal as quickly as possible and BHP Billiton follows suit, Glencore is happy to pick up the pieces.

Cashbuild nails an earnings recovery

Cashbuild has released a trading statement that guides earnings growth of 100% vs. FY20 and 19% vs. FY19.

Etsy blazes an acquisition trail

US-listed Etsy is buying growth at quite a speed, announcing its second acquisition this month alone.

Invicta resumes its dividend

After a year of significant corporate actions, Invicta has emerged with an improved balance sheet and the declaration of a dividend.

Post-Pandemic Blues – is this a Damascus moment for ESG?

While the world continues to grapple with a post-pandemic malaise, investors are slowly coming to terms with ESG business risks.

Invicta Holdings Limited

Ascendis Health Limited




28 June 2021

Steinhoff is still very risky

Steinhoff's operations are improving but the balance sheet is still a mess and the litigation settlement is far from being a foregone conclusion.

MAGIC MARKETS PODCAST: Yield Masterclass

The value of your portfolio can change considerably based on the Fed and the yield curve. In Episode 31 of Magic Markets, we explain why.

Growing earnings, literally

Crookes Brothers is one of few primary agriculture businesses on the JSE. The company has announced a substantial improvement in earnings.

Ascendis Health is selling Farmalider

Ascendis acquired Farmalider for R210m in 2015 and has now agreed to sell the investment for just R84m.

The Week Ahead

The S&P 500 hits another peak, fuelled by positive news from US banks’ stress tests.




25 June 2021

New Mutual

Old Mutual is unbundling a chunky part of its stake in Nedbank in a bid to unlock value for shareholders. The market liked it.

An office property sector in crisis

Growthpoint's update is enough to send a shiver down the spine of any REIT investor, especially in office portfolios.

Who's doing what this week in the South African M&A space?

Weekly summary of Merger & Acquisition activity by South African companies

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

Weekly summary of all Merger & Acquisition activity from across Africa (excluding South Africa)

Thorts: The exponential cost of anti-competitive behaviour in digital markets

Digital markets and Big Tech firms are likely to be the flavour of the month for competition authorities for some time to come.

Weekly corporate finance activity by SA exchange-listed companies

Weekly summary of corporate finance activity by South African exchange listed companies




24 June 2021

Nedbank reports lacklustre demand for debt from corporates

Demand for debt has been stronger among retail and business banking clients, thanks to low rates, with corporate clients preferring to deleverage.

Murray & Roberts' investor day

Murray & Roberts has a record order book, driven by Australian infrastructure spending. An investor day has revealed many details for investors.

Longing for a value unlock

Long4Life looks set to unbundle the Sport and Recreation unit, but only once it has a few more acquisitions to its name.

Ascendis Health is keeping advisors busy

Ascendis Health's share price has almost dropped to where it was before the restructure was announced in mid-May, but progress has been made.

Naspers: Why does it all need to be so complex?

Gary Booysen of Rand Swiss weighs in on the Naspers / Prosus debate, reminding us that there's "value in the rump"

Ascendis Health Limited

RECM And Calibre Limited




23 June 2021

Omnia's ominous tax dispute

Omnia's strong result and R6 dividend per share is being overshadowed by a R900m tax dispute with SARS, tucked away in the long-form announcement.

Grindrod Limited’s stubborn discount to NAV continues

Grindrod Limited released a pre-close business update for the five months to May 2021, with a positive narrative overall thanks to activity in commodities.

Curro updates its report card

Curro terminated 5% of the learner base in January due to non-payment of fees. It's a stark reminder of what lockdown did to the middle-class.

Hudaco sees a recovery in earnings

Hudaco has announced a significant jump in interim profit, as operations return to normal vs. a nightmarish base in 2020.

Carbon costs and the G7’s fossil fuel pledge pave path to net zero

The leaders of the Group of Seven (G7) countries agreed to stop subsidising fossil fuels within four years.

Capital Appreciation Limited

Primeserv Group Limited




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