Caught in their own web

The architects of the Naspers / Prosus web are fighting battles on all fronts, as asset managers take the activist route.

MAGIC MARKETS PODCAST: Investing in Agri

Wandile Sihlobo is an expert on the agriculture sector in South Africa. His insights on the latest episode of Magic Markets are invaluable.

Omnia's fertile balance sheet

After a monumental recovery year and an appreciable jump in the share price, Omnia is ready to make big decisions about capital allocation.

SAB Zenzele Kabili - our very own Gamestop?

The NAV of each Zenzele Kabili share is R60. The share price is R180. It's not hard to see the potential problems here.

The Week Ahead

All news is good news for the US equity markets. The S&P 500 reaches a new record high.

MultiChoice multiplies profits

MultiChoice is proof that just because you cancelled DSTV to get Netflix, it doesn't mean everyone else did.

The Foschini Group and a year to forget

TFG will be thrilled to say goodbye to the FY21 financial year, a revolting experience for the clothing industry by any measure.

Super Group back on the right side of operating leverage

Super Group is expecting a substantial recovery in profitability as top-line growth returns to the business.

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)

Weekly corporate finance activity by SA exchange-listed companies

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

Support vital during financial restructuring

Companies that are financially restructured as well as other interested parties can avoid pitfalls and benefit from independent escrow and treasury intermediary services

Thorts: A Simple Guide to the New Law on Mergers in Ghana

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.

Bidcorp's diversification pays off

Bidcorp is a global food service business. The diversified footprint is its greatest strength.

Stor-Age bucked the REIT trend

Stor-Age has withstood the pandemic and continued to grow its business.

Hyprop and Vukile share prices rally

Hyprop and Vukile are retail-focused funds that are struggling with negative rental reversions. Still, the shares rallied in response to earnings updates.

Sanlam drives forward

Sanlam's impressive dividend history may return to form soon, based on strong through-the-cycle growth in the business.

Sirius tweaks its balance sheet

Sirius is considering a raise of €300 million in senior unsecured bonds.

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A journey into the Cannabyss

Nutritional Holdings is suspended on the JSE. After several months of increasingly strange SENS announcements, there's a new development.

EOH sells Sybrin

EOH is trying to clean its house and pay for its mortgage at the same time. Under those circumstances, Sybrin has found a suitor.

The vertically integrated Life

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...

Fixed Income is perhaps the least sexy investment strategy, but one of the most complex and strategic contributors to a sophisticated portfolio.

The Counterpoint on Thungela Resources: A comment on Coal

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.

Life after Magda

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 benefits from welfare states

FirstRand is expecting a major profit recovery, assisted by lower impairments and better-than-expected economic recoveries in key markets.

The resource that people love to hate

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.

Are you (invested in) Sirius?

Sirius Real Estate Fund has released strong results but the share price shrugged them off. Read more to find out why.

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