We did not want a lame duck CEO says Bekker on Van Dijk
In response to the departure of Bob van Dijk as CEO of Naspers/Prosus, Peter Takaendesa, Head of Equities at Mergence Investment Managers, shared his insights with Business Day.
Mastercard to buy stake in MTN’s R98bn fintech unit
In a significant African fintech deal, Mastercard acquires a stake in MTN’s fintech business, targeting the digitally adept wireless payment markets. Mergence’s Head of Equities, Peter Takaendesa, shares insights on the subsequent impact of this transaction on MTN’s share price movement.
Fate of Vodacom’s fibre network deal hangs in the balance
Will the R16 billion deal between Vodacom and fiber provider Maviz materialize successfully? Mergence’s Head of Equities, Peter Takaendesa, offers comprehensive insights to iol, highlighting various facets of the deal that could play to its advantage and, optimistically, secure approval from the competition authorities.
Telkom fiddles while investors lose patience
“Telkom in Continued Structural Decline?” – Peter Takaendesa, Head of Equities at Mergence Investment Managers, shares his insights with the Financial Mail, emphasizing the urgency for Telkom to expedite its value-unlock strategy to prevent additional asset impairment.
Steinhoff to delist as accounting scandal felled the once mighty retail giant
Peter Takaendesa, Mergence’s Head of Equities, provided commentary on the demise of Steinhoff in the Business Report.
Time for Telkom to execute on value unlock plan
Telkom has rejected another consortium bid to acquire a substantial stake – the consortium comprises former CEO Sipho Maseko, the PIC, and Mauritius-based Axian Telecom. The issue is not likely to disappear and shareholders will likely have a chance to hear out the matter at Telkom’s AGM on 24 August. Mergence’s Head: Equities, Peter Takaendesa, […]
Investors get cold feet at Telkom is slow to unlock value
Telkom’s value-unlock strategy gets delayed, with an operational impact. Business Report quotes Mergence Head: Equities, Peter Takaendesa.
The Money Show with Bruce Whitfield: Peter Takaendesa discusses three stocks
Listen to Peter Takaendesa, Portfolio Manager at Mergence Investment Managers, talking to Bruce Whitfield about MTN, PPC and Tiger Brands.
Business Times: Fresh merger talks to rescue fumbling PPC
Mergence Portfolio Manager, Peter Takaendesa, provides comment.
Business Day: Telkom bosses’ pay
Peter Takaendesa, Mergence listed equity analyst, comments on Telkom executive remuneration as published in the latest Telkom annual report.
Expresso TV: What junk status means for South Africans
Peter Takaendesa, Mergence Investment Analyst: Listed Investments, joins the Expresso team to talk about the ratings agency downgrades and what this means for the man in the street.
Financial Mail: Dressed for sales success
In South Africa, Swedish fashion retail giant H&M is eating into the profits of competitors’ chains, says Mergence portfolio manager, Peter Takaendesa.