Company Updates

JSE

19

MAY 2022

MASSMART (MSM)

Trading Statement: Total group sales amounted to R30.4 billion, a decrease of 0.2% over the prior year, with comparable store (like-for-like) sales increasing by 2.3%. The weighted average sales inflation was 3.6%, primarily in food and DIY categories.

18

MAY 2022

eMEDIA HOLDINGS (EMN)

Trading Statement: Headline earnings per share (HEPS) will be between 283% and 301% higher to between 63 and 67 cents.

18

MAY 2022

STEFANUTTI STOCKS HOLDINGS (SSK)

Trading Statement: headline earnings per share (HEPS) in respect of continuing operations are expected to reflect a loss of between 60,00 cents and 90,00 cents per share respectively.

18

MAY 2022

LEWIS (LEW)

Trading Statement: Headline earnings per share (HEPS) will be between 20% to 30% higher to between 801c and 863c.

18

MAY 2022

RFG HOLDINGS (RFG)

Trading Statement: Headline earnings per share (HEPS) will be between 30% to 35% higher, to between 59.1c and 61.4c a share. Normalised HEPS will only be 1% to 6% higher to between 50c and 52.5c due to significant cost inflation.

18

MAY 2022

SANTOVA (SNV)

FY Results: Revenue and net interest income was up 40% to R619.1 million. HEPS rose 169.4% to 126,81 cents per share. The Net asset value per share increased 27.3% to R5.59 per share

18

MAY 2022

NAMPAK (NPK)

Trading Statement: HEPS is expected to increase to between 33.0 cents and 36.5 cents compared to HEPS of 17.6 cents in the prior period, representing an increase of between 88% and 107%.

17

MAY 2022

QUANTUM FOODS (QFH)

Trading Statement: Headline earnings per share (HEPS) will be between 14.5 cents and 17.1 cents, being a decrease of between 36% and 46%.

17

MAY 2022

PIK N PAY (PIK)

FY Results: Group turnover was up 5.2% to R18 billion. Gross margins fell 100 basis points to 18.8%. HEPS were up 14.5% to 262.59 cents a share. The dividend was hiked 23% to 221.15 cents. Morgan Stanley's Sean Holmes has an overweight rating on the stock with an 8300c target price

16

MAY 2022

RAUBEX (RBX)

FY Results: The road-builder's revenue increased 30.9% to R11.58 billion. Operating profit was up 159.4% to R945.3 million. HEPS increased 263% to 297.4 cents per share. The Order book stands at an unchanged R17.13 billion. The final dividend increased 86% to 54 cents per share.

16

MAY 2022

BARLOWORLD (BAW)

Trading Statement: Basic HEPs will improve over 100% to between 750.6c, and 760.6c for the six months ended March 2022. The share rose on the news trading 3.4 normal volumes. BAW is trading nearly 26% below its 52 week high.

16

MAY 2022

ASTRAL FOODS (ARL)

Interim Results: Revenue increase 26% to R9.4 bn. Operating profit rose 134% to R785 million. HEPS were up 138% to R14.56. Interim dividend was hiked to 790 cents per share from 300c previously.