In a new format for the Ghost Wrap podcast, I look back on five important insights in the South African market from November 2024.
Listen to the podcast to get the details on these topics:
The per-share numbers are what count in the property sector
The market is hungry for quality IPOs
Poultry businesses are making money again
Murray & Roberts is a catastrophe
MultiChoice really, really needs the Canal+ deal to go ahead
The Ghost Wrap podcast is proudly brought to you by Forvis Mazars, a leading international audit, tax and advisory firm with a national footprint within South Africa. Visit the Forvis Mazars website for more information.
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11:58
Ghost Wrap #82 (Clicks | Dis-Chem | The Foschini Group | Cashbuild)
Ghost Wrap is your regular update on the most interesting company news in the South African market.
This episode covers:
Clicks and Dis-Chem as the dynamic duo in arguably the most appealing retail model.
The Foschini Group's latest acquisition in the UK, proving once more that the group isn't scared of risk.
Cashbuild's positive momentum in both the share price and sales growth.
The Ghost Wrap podcast is proudly brought to you by Forvis Mazars, a leading international audit, tax and advisory firm with a national footprint within South Africa. Visit the Forvis Mazars website for more information.
Ghost Wrap is your regular update on the most interesting company news in the South African market.
This episode covers:
Nampak and a pretty heroic turnaround for the balance sheet.
Spar's troubles, including Switzerland as what could easily be the next major headache.
Metair's balance sheet pressures and the need for the Turkish disposal to go through quickly.
Transaction Capital and the plan to focus on Nutun going forward, with the controlling stake in Mobalyz (SA Taxi) being sold.
The Ghost Wrap podcast is proudly brought to you by Forvis Mazars, a leading international audit, tax and advisory firm with a national footprint within South Africa. Visit the Forvis Mazars website for more information.
Ghost Wrap is your regular update on the most interesting company news in the South African market.
This episode covers:
Sibanye-Stillwater has had a great day, but the share price move needs some context.
Truworths is riding the GNU-phoria, even though the best performing part of the business is in the UK!
Finbond has secured an excellent deal in the US.
Barloworld scared the market with a cryptic announcement about Russia.
The Ghost Wrap podcast is proudly brought to you by Forvis Mazars, a leading international audit, tax and advisory firm with a national footprint within South Africa. Visit the Forvis Mazars website for more information.
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5:51
Ghost Wrap #79 (CA Sales Holdings | RCL Foods and Rainbow Chicken | Motus | Bidvest)
Ghost Wrap is your regular update on the most interesting company news in the South African market.
This episode covers:
CA Sales Holdings has a great business model that is still working beautifully.
RCL Foods and Rainbow Chicken have reported numbers together for the last time, which gives us an opportunity to reflect on exactly why the unbundling made sense.
Motus is struggling at the moment and the market doesn't seem to be punishing the share price, presumably because of the expectation of interest rate cuts.
Bidvest reminds us of the value of diversification, with five out of seven divisions in the green and a reasonable overall result at group level.
The Ghost Wrap podcast is proudly brought to you by Forvis Mazars, a leading international audit, tax and advisory firm with a national footprint within South Africa. Visit the Forvis Mazars website for more information.
South Africa