14 June 2021
The architects of the Naspers / Prosus web are fighting battles on all fronts, as asset managers take the activist route.
Wandile Sihlobo is an expert on the agriculture sector in South Africa. His insights on the latest episode of Magic Markets are invaluable.
After a monumental recovery year and an appreciable jump in the share price, Omnia is ready to make big decisions about capital allocation.
The NAV of each Zenzele Kabili share is R60. The share price is R180. It's not hard to see the potential problems here.
All news is good news for the US equity markets. The S&P 500 reaches a new record high.
11 June 2021
MultiChoice is proof that just because you cancelled DSTV to get Netflix, it doesn't mean everyone else did.
TFG will be thrilled to say goodbye to the FY21 financial year, a revolting experience for the clothing industry by any measure.
Super Group is expecting a substantial recovery in profitability as top-line growth returns to the business.
Weekly summary of Merger & Acquisition activity by South African companies
Weekly summary of all Merger & Acquisition activity from across Africa (excluding South Africa)
Weekly summary of corporate finance activity by South African exchange listed companies
Companies that are financially restructured as well as other interested parties can avoid pitfalls and benefit from independent escrow and treasury intermediary services
The new regime of mergers under the 2019 Companies Act is progressive with a comprehensive legal framework for, and structured approach to, mergers of companies.
10 June 2021
Bidcorp is a global food service business. The diversified footprint is its greatest strength.
Stor-Age has withstood the pandemic and continued to grow its business.
Hyprop and Vukile are retail-focused funds that are struggling with negative rental reversions. Still, the shares rallied in response to earnings updates.
Sanlam's impressive dividend history may return to form soon, based on strong through-the-cycle growth in the business.
Sirius is considering a raise of €300 million in senior unsecured bonds.
09 June 2021
Nutritional Holdings is suspended on the JSE. After several months of increasingly strange SENS announcements, there's a new development.
EOH is trying to clean its house and pay for its mortgage at the same time. Under those circumstances, Sybrin has found a suitor.
Life Healthcare is set to indirectly benefit from the Alzheimer's treatment that has been approved by the FDA, but the company cannot currently quantify the impact.
Fixed Income is perhaps the least sexy investment strategy, but one of the most complex and strategic contributors to a sophisticated portfolio.
InceConnect reader @TheESGGuy is concerned about the long-term prospects of Thungela, given the overall decline in coal demand and the growth in ESG-aligned investing.
08 June 2021
David Hufton has taken the reins at Sygnia, inheriting strong asset and profit growth. Can Sygnia keep this up if the market goes sideways?
FirstRand is expecting a major profit recovery, assisted by lower impairments and better-than-expected economic recoveries in key markets.
Thungela Resources has commenced trading on the JSE and London Stock Exchange and came under immediate selling pressure as Anglo shareholders offloaded the exposure to coal.
Sirius Real Estate Fund has released strong results but the share price shrugged them off. Read more to find out why.