Wednesday, October 23, 2024

Ghost Wrap #5 (Spar | Equites | Absa | Italtile | Fortress | Sanlam | Transnet and Thungela / Kumba | Gemfields)

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Welcome to Ghost Wrap. It’s fast. It’s fun. It’s informative.

In this week’s episode of Ghost Wrap, we cover:

  • A smell at Spar that is worse than the polony
  • Equites’ latest property deal with Shoprite in their joint venture
  • Absa’s impressive update with ROE running ahead of Nedbank and Standard Bank
  • Italtile’s insights into the state of South African consumers
  • How it is all going down to the wire at Fortress
  • Sanlam’s mixed bag of results for the 10 months to October
  • Transnet’s negative impact on Thungela and Kumba
  • A record year for Gemfields

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:

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