Wednesday, November 6, 2024

Ghost Wrap #46 (Libstar | Gemfields | FirstRand | Metair | Growthpoint)

Share

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, I looked at some of the more interesting stories in a busy few days of news.

  • Libstar is a great reminder of why I’m bearish on SA consumer stocks.
  • Gemfields has reminded the market that the risks extend beyond just the rubies.
  • FirstRand isn’t aiming for heroics in this environment, but the share price is demanding more growth.
  • Metair could well be the unluckiest company on the local market.
  • Growthpoint is a perfect example of how tough things are in the property sector right now.

LEAVE A REPLY

Please enter your comment!
Please enter your name here

Popular Articles

Ghost Wrap

Verified by MonsterInsights