| The results season for mining companies is well underway, coinciding with next week's launch Share360. The initiative is aimed at giving you a complete view of the markets, sharing all the latest news that can affect share prices and your investments. It's also a forum where you can connect with us and share your views too. And with a spate of earnings reports from resource companies to focus on, the spotlight will start on the mining sector. Mining companies reporting yesterday included Sibanye-Stillwater and Gold Fields. There were no big surprises as both had already flagged a big rise in earnings, capped with much higher dividends. Truworths has also declared an interim dividend even though it continues to feel the impact of Covid-19 on an already weak economy. It's held up surprisingly well, which is reflected in the gains in its share price this year. Niche logistics group OneLogix isn't making an interim payout, however, so it can preserve cash due to the current uncertainty and take advantage of any opportunities that present themselves. Meanwhile, fellow logistics company Value Group is mulling a delisting, saying its shares barely trade and leaving the JSE would save it on the associated costs. Also today, watch out for Ingham Analytics' latest Searchlight report in which Andrew Kinsey turns his attention to the latest carnival to come to town: the high-yield debt market show for a high-wire circus actperformed by bond junkies. Intrigued? Find out more down below. Finally, DealMakers wraps up with all the latest mergers and acquisitions news - as well as the shortlist for the upcoming Ansarada DealMakers awards. I hope you have a good day. Stephen Gunnion Managing Editor, InceConnect
The latest from Ingham Analytics Carnival Corporation is a cruise line business listed on the New York Stock Exchange. Much of the focus of Ingham Analytics is international and Carnival brings in a new dimension to this. Andrew Kinsey says Carnival is to bond investors what GameStop is to equity gamblers. Financial markets are the new circus, as is quantitatively analysed in "Carnival or just a Bloody Circus?" On a different topic "Dividend delight" takes another look at BHP, with the full year dividend forecast boosted by 23%. | 