Thursday, December 12, 2024

Ghost Wrap #41 (Spur | Adcock Ingram | Bidvest | Bidcorp | NEPI Rockcastle | DRDGOLD | Harmony Gold | BHP | Sasol)

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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.

In this episode of Ghost Wrap, we recap a busy couple of days:

  • Strong results at Spur that gave the share price another boost on top of the strong positive response to the trading statement.
  • Earnings growth at Adcock Ingram that benefitted from a “normal” flu season, although other segments were perhaps disappointing for investors.
  • An excellent year thus far for Bidvest, supported by strong earnings growth and clear evidence of pricing power.
  • Continued momentum at Bidcorp, which has gone from strength to strength since the depths of the pandemic.
  • NEPI Rockcastle’s appeal as a play on Central and Eastern Europe, a region of real economic growth and demand for retail space.
  • A whirlwind update on recent mining and resources updates from DRDGOLD, Harmony Gold, BHP and Sasol

Listen to the podcast below:

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