SPAR loses R10 billion in eight months
SPAR has lost around R10 billion in market cap since the start of the year, with its chair and deputy chair both resigning.
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Alastair Herbertson | Anchor Capital | company results | digital drive | Dr Roelof Botha | SAFM Market Update
Sasol results, more tariff turmoil ahead, and do we need to revisit the MPC?
This evening we dive into the latest market movements with Makwe Fund Managers, we look at Sasol’s latest results, we hear from Dr Roelof Botha on a recent study zoning in on the Reserve Bank’s MPC, we speak to Gibs about what the US Supreme Court’s decision means for global trade, Ninety One discusses SA’s…
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Anchor Capital | Business | Premier | RFG
200-year-old South African food giant gets the green light to buy its competitor
Premier Foods has received the go-ahead from the Competition Commission to acquire RFG, subject to conditions.
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Two South African companies to create R28 billion food giant
Premier’s acquisition of RFG has received the backing of Anchor Capital’s Sean Culverwell, with Premier set to see an earnings improvement.
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Hope for South African telco giant after multi-billion rand flop
Blu Label is presenting an attractive investment case despite the disappointing Cell C IPO, with Anchor Capital’s Mike Gresty adopting a contrarian position.
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Major South African bank buys a slice of Dubai
FirstRand, the owner of FNB and RMB, is offering good value to investors, with the company set to grow in the digital banking space after buying a slice of Dubai-based Optasia.
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Prominent asset manager says Blue Label is a solid wild card bet
Anchor Capital has selected Blu Label Unlimited (BLU), formerly Blue Label Telecoms, as its 2026 wildcard, stating that it believes the share has potential to perform well.
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Dark clouds for two of South Africa’s largest employers
Agriculture and manufacturing have seen very different paths over the last decade, but both are facing extreme pressures.
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End of an era for 135-year-old company in South Africa
Adcock Ingram will delist from the JSE for the second time in 25 years, with Natco Pharma acquiring all minority shares.
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Chasing 3%: Understanding the inflation target debate
Advocates see alignment with global norms, fiscal gains, and lower interest rates, but critics warn of growth sacrifices, sticky administered prices, and political discord.