02 June 2021
Bidvest is so diversified that it has winners and losers in every economic cycle. The narrative from the company gives us great insights into various sectors.
Sibanye-Stillwater has announced a buyback programme for 5% of issued shares (over R9bn at current prices). That's larger than the R6.3bn investment programme in South Africa.
Delta Property Fund is a rare example of when investors should read the auditor's report before anything else.
Alexander Forbes has hinted at expense cuts, as the group struggles to grow profitability after selling the large short-term insurance business.
01 June 2021
There are critical base effects in Standard Bank's latest numbers. By isolating April 2021, what can we learn about the economic recovery?
Invicta is restructuring its Kian Ann investment to align with Chinese partners and unlock roughly R300m in cash to reduce offshore debt.
Adcorp's profits have soared and cash collections are much higher, but the turnaround is far from over.
Famous Brands has experienced the worst year imaginable. Does the future look any brighter?
The Competition Commission has recommended that the Pepkor - Cashbuild transaction be prohibited, a blow to both parties hoping to close a deal in this fast-growing...
31 May 2021
The telecoms group has trumped an offer from Canadian firm Volaris with its higher offer but there is still no cash involved.
The packaging group says dividends will remain suspended until it further reduces its debt.
The property fund says the start of its financial year coincided with the outbreak of Covid-19, resulting in rental relief for tenants.
The property group says there has been a notable monthly improvement in its operational performance as customers return to malls.
The recent market sell-off has been painful for growth investors. In this episode, Craig Antonie of AnBro Capital Investments explains why the future still looks bright...
The S&P 500 is approaching record highs again.
28 May 2021
The value retail group has clawed back lost growth from the first half of its financial year as it grew its share of the clothing market.
The discount retail group benefitted from a strong operational performance and a lower interest bill.
The furniture retailer ensured that its stores were well stocked to meet the post lockdown demand.
The group has held back on an interim dividend due to the impact a potential third wave of the pandemic may have on its business.
The Demaneng iron ore mine was allowed to reopen early in the lockdown while Construction Materials and Industrial Minerals also staged a recovery.
The company has raised its interim dividend after earnings soared due to higher output and higher metal prices.
27 May 2021
The private hospital operator says it will use the proceeds to reduce debt as its global network recovers from Covid-19.
Shares of the European discount retailer gained 12.5 percent and were the most traded on the Warsaw bourse yesterday.
The technology group was included in the FTSE 250 index in March due to strong demand for its shares.
The real estate investment trust will make a decision at the end of its financial year as it preserves liquidity due to Covid-19.
The agribusiness investment company says it remains focused on growing its investee companies while it evaluates various third party approaches.