Browsing: Kaplan Equity Analysts

In-depth
Inside the Cell C, Blue Label tie-up

Cell C intends listing on the JSE within the next few years to unlock value for shareholders and staff. This comes in the wake of news this week that Blue Label Telecoms has tabled an offer to acquire a 35% stake in South Africa’s third mobile operator for R4bn

Duncan McLeod
Pinnacle hits bottom in crisis management

Nearly R1,5bn — that is what was wiped off the market capitalisation of technology group Pinnacle Holdings in just two trading sessions this week after news emerged that one of its directors and biggest shareholders, Takalani Tshivhase, had been arrested on

In-depth
Telkom turnaround in sight?

Telkom’s share price has rallied by more than 40% in less than two months, despite a run of bad news from the company. Analysts are buoyed by the change of leadership and some of the decisions taken subsequently, but suggest that without further clarity on Telkom’s long-term strategy, the stock gains may be

In-depth
What Moody’s cut means for Telkom

International credit agency Moody’s this week cut its ratings outlook for JSE-listed fixed-line telecommunications operator Telkom. This followed the agency’s downgrading of SA’s government bond rating last week. The move is likely to make it more difficult for Telkom to raise debt, at least at interest rates it would

News
Telkom’s share price poser

The sharp decline in Tekom’s share price in recent months could pose a challenge for it in its talks with KT Corp to sell 20% of its equity to the Korean telecommunications firm. Telkom share price has fallen significantly in recent months because of disappointing financial results and, more recently

In-depth
Telkom pulls plug on results presentation

Questions are swirling after Telkom said this week that, for the first time since its listing on the JSE in March 2003, it will not hold a presentation to talk about its interim financial results, which are due to be published on Monday. The results presentations, held every

News
Vodacom: caught between a rock and a hard place?

Though Vodacom’s interim results, announced on Monday, showed a strong improvement in dividend payments and headline earnings per share, at least one analyst is troubled by the lack of growth in voice revenue, despite a sharp increase in voice

In-depth
Analysts upbeat over Telkom’s Korea talks

If Korea’s KT Corp (formerly Korea Telecom) were to take a 20% stake in Telkom, it would on balance be a positive development for the JSE-listed telecommunications operator, analysts polled by TechCentral said on Friday. Telkom told shareholders on Friday morning before the

In-depth
Analysts praise 8ta for broadband move

Telkom’s mobile operator, 8ta, on Thursday dropped a bombshell on its rivals, unveiling by far the country’s most aggressively priced mobile broadband specials to date. Analysts have welcomed the move, saying they think Telkom is acting rationally

In-depth
Has the Vodacom profit machine peaked?

Vodacom’s share price rallied to a new record high on the JSE on Monday after it turned in a strong set of results for the financial year to March 2011, boosting its cumulative annual dividend by 61,4%. CEO

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