Ghost Wrap #10 (Nampak | Pepkor | Shoprite | Super Group | Ellies | MTN | RCL)
Unlock the Stock: Afrimat and Spear REIT
Afrimat’s track record is spectacular. Spear REIT is a highly respected property fund. On Unlock the Stock, you can learn about both companies.
RCL is far more than just a chicken business
RCL is far more than just a chicken business these days, which isn’t a bad thing.
Bidvest: strong trading profit growth in every division
Bidvest closed 3.8% higher after releasing results for the six months to December 2021.
Liberty Two Degrees: reversions continue to bite
Liberty Two Degrees holds stakes in some of the most iconic properties in the country
Alviva: 20% revenue growth excl. Tarsus
After teasing the market with a trading statement, Alviva has now released all the details of the interim results for the six months ended December 2021.
PSG Group and the Great Value Unlock
This is one of the biggest news stories on the JSE that we’ve seen in a while
JSE Limited: a cash cow in a shrinking field
You may not be aware of this, but the JSE Limited is listed on the JSE. You’re right in thinking that this sounds like the financial version of the movie Inception
Capital Appreciation on the deal train
The company has announced the acquisitions of three technology companies in South Africa and a 20% stake in a company in the Netherlands.
Woolworths won’t miss 2021
as released results for the 26 weeks to 26 December 2021. The share price rallied 6% despite a fair share of negative commentary on Twitter.
Cashbuild’s negative sales momentum continues
Cashbuild released its interim results for the six months ended 26 December 2021
Welcome to Ghost Wrap. It’s fast. It’s fun. It’s informative.
In this week’s episode of Ghost Wrap, we cover:
- Nampak is trying to climb a mountain – and failing.
- Pepkor’s like-for-like growth is in trouble.
- Shoprite’s top-line story is wonderful, but profitability is being hit by load shedding.
- Super Group is living up to its name for shareholders.
- Ellies has been telling the market for a while that an acquisition is needed – but it didn’t come cheap.
- MTN had a good week in Africa, with Nigeria growing strongly and Ghana withdrawing the tax assessment.
- RCL flagged a tough result in its baking business – what is the read-through here for Tiger Brands?
The Ghost Wrap podcast is proudly brought to you by Mazars, a leading international audit, tax and advisory firm with a national footprint within South Africa. Visit the Mazars website for more information.
Listen to the podcast below:
Comments (3)
Edward Ledingoana Sephetho
06 Feb 2023Companies they get their material outside south africa instead of getting home and by doing that they dont grow the GDP and they are not greating jobs
Where is Manufacturing circles that was led by Ceo of eskom it is no visible in the location and the start up are not given capital
If start up can be given capital by government fundings department and give the start up mentors it will be job creation
Dou Pienaar
08 Feb 2023Brilliant suggestion Edward
George Fritz
08 Feb 2023Thank you for the Podcast. It is really very good.
Edward: If Government made it easier for local business to get resources within SA (labour laws and red tape), it could be great but with politics in the way combined with self-enrichment goals of those in the chair, it is a dead duck.