NEWS ARCHIVES


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




22 June 2021

An Apple a day doesn't keep antitrust away

Apple is now under investigation by German antitrust authorities. This is just the latest news in a long line of regulatory risks for the FAANG giants.

Ford and General Motors increase their earnings guidance

Despite supply chain challenges from chip shortages, Ford and General Motors have increased their second quarter earnings expectations.

High on helium

Renergen has announced a 1.1% helium discovery at its Evander project.

Another bite at Burger King

Grand Parade Investments isn't going down without a fight, as the parties "engage with the Competition Commission" re: the Burger King decision.

Naspers reports a sharp increase in earnings

Naspers and Prosus released their annual results announcement for the year ended March 2021, a watershed year for growth-oriented investments.

Emira Property Fund Limited

Northam Platinum Limited




21 June 2021

MAGIC MARKETS PODCAST: Investing Down Under

The Australian market offers much greater liquidity in the small cap space than the JSE, thanks to a far broader spread of retail shareholders.

Property updates: Accelerate and Fortress

Investors in Accelerate and Fortress will have to be patient for more dividends, with both property funds unable to pay distributions, albeit for different reasons.

Sephaku cementing a recovery

Sephaku is the latest company to add to the positive construction industry narrative that is becoming a feature of the market.

The value of Value Reporting

A new reporting framework should drive improved thinking and reporting on the issues and relationships that truly drive enterprise value.

The Week Ahead

The US Fed indicates that US interest rates could rise sooner than anticipated.




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