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Argent's website might look outdated and dreary, but there's nothing dreary about the earnings.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.
29 June 2021
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 has released a trading statement that guides earnings growth of 100% vs. FY20 and 19% vs. FY19.
US-listed Etsy is buying growth at quite a speed, announcing its second acquisition this month alone.
After a year of significant corporate actions, Invicta has emerged with an improved balance sheet and the declaration of a dividend.
While the world continues to grapple with a post-pandemic malaise, investors are slowly coming to terms with ESG business risks.
28 June 2021
Steinhoff's operations are improving but the balance sheet is still a mess and the litigation settlement is far from being a foregone conclusion.
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.
Crookes Brothers is one of few primary agriculture businesses on the JSE. The company has announced a substantial improvement in earnings.
Ascendis acquired Farmalider for R210m in 2015 and has now agreed to sell the investment for just R84m.
The S&P 500 hits another peak, fuelled by positive news from US banks’ stress tests.