Ghost Wrap
Ghost Wrap #27 (Nedbank | Spar | Hudaco | Pepkor | Sirius Real Estate | Tiger Brands)
Going into more detail than usual on some of these updates, there's much to learn in Ghost Wrap on sectors like banking and retail.
Ghost Wrap
Ghost Wrap #26 (Pan African Resources | HCI Group | Southern Sun | Datatec | Poultry (Astral + Quantum Foods) | Lewis Group |...
Current macroeconomic conditions are causing major swings in performance across companies, with the likes of HCI posting excellent results and poultry businesses in trouble.
Ghost Wrap
Ghost Wrap #25 (Dis-Chem | Grindrod Shipping | NEPI Rockcastle | Telkom | Nampak | Purple Group | Investec)
We've got a bit of everything in Ghost Wrap this week, from companies that are fighting for survival through to strong performers like NEPI Rockcastle and Investec. Ghost Wrap is brought to you by Mazars.
Ghost Wrap
Ghost Wrap #24 (Karooooo | Quantum Foods | RFG Holdings | Sappi | MTN | Southern Sun | Richemont | Transaction Capital)
This week's Ghost Wrap features everything from luxury goods to chickens, with tourism and telecoms in the middle. This fast-paced update on the major JSE stories is brought to you by Mazars.
Ghost Wrap
Ghost Wrap #23 (AB InBev | Famous Brands | Calgro M3 | CMH | Astral Foods | Pick n Pay | Santova)
This week's Ghost Wrap includes a look at defensive and highly volatile stocks across various industries. There's a bit of everything in here, brought to you by Mazars.
Ghost Wrap
Ghost Wrap #22 (Glencore | Anglo American | Sibanye-Stillwater | Capital Appreciation | MTN Nigeria | Prosus)
This week's Ghost Wrap starts with a heavy mining focus, takes a meander through fintech and telecoms and ends up at the simplest way of all to unlock value. Ghost Wrap is brought to you by Mazars.
Ghost Wrap
Ghost Wrap #21 (Clicks | Nu-World | Purple Group | Cashbuild | Oceana | Raubex | Mining Production (BHP + Glencore + Merafe +...
This week's Ghost Wrap lays bare the impact of load shedding and inflation on a number of businesses, both good and bad. Look out for major retail, mining and financial services news in this episode.
Ghost Wrap
Ghost Wrap #20 (Aveng | PSG Konsult | De Beers + Richemont | Alphamin | Universal Partners | Stor-Age | Sappi | Glencore)
There's some juicy dealmaking this week (Stor-Age, Sappi and Glencore), alongside tough numbers from Aveng and good ones at Alphamin and PSG Konsult. Watch out for Chinese luxury demand at De Beers and Richemont!
