Offshore
Disney (DIS)
Disney (DIS) dropped 7.32% to $104.92 despite beating Q1 expectations. The experiences division warned of modest growth from fewer international visitors, higher costs for new
4 February 2026
Disney (DIS) dropped 7.32% to $104.92 despite beating Q1 expectations. The experiences division warned of modest growth from fewer international visitors, higher costs for new
Shoprite saw sale of merchandise from continuing operations rise 7.2% to R136.8bn for the six months to 28 December 2025. Supermarkets RSA grew 7.1%. Like-for-like
Pepkor reported group revenue from continuing operations up 12.9% to R29.9bn for the three months to 31 December 2025. Excluding acquisitions, revenue grew 8.3%. Like-for-like
Impala expects gross 6E refined & saleable production stable at 1.78m ounces for the six months to December 2025. Group 6E production rose 0.8% to
Ninety One announced that its acquisition of Sanlam Investment Management Proprietary Limited is expected to complete today. The deal creates a 15-year strategic relationship with
ACL expects HEPS up between 31% and 41% to between a loss of R2.68 and R3.18 from a loss of R4.58 last year. The improvement
Meta Platforms (META) jumped 8%. First-quarter sales guidance is between $53.5bn and $56.5bn topping expected $51.41bn. Fourth-quarter EPS of $8.88 beat $8.23 consensus. Revenue of
Microsoft (MSFT) dropped 12%. Fiscal second-quarter adjusted EPS of $4.14 beat expected $3.97. Revenue of $81.27bn topped $80.27bn consensus. Cloud growth slowed. Third-quarter operating margin
Lockheed Martin (LMT) rose 5%. Fourth-quarter EPS of $5.80 beat expected $5.70. Revenue of $20.32bn topped $19.85bn consensus. Full-year EPS guidance exceeded expectations
IBM reported adjusted EPS of $4.52 versus consensus of $4.31. Revenue came in at $19.69bn against estimates of $19.21bn. Software segment sales reached $9.03bn beating