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 recapped five important stories on the local market:
- Santova is a reminder that even the best cyclical companies are still subject to big moves in these markets.
- Spear REIT is one of the most respected property funds on the local market, but debt costs are biting.
- Bytes Technology is an excellent example of how you can give your money a passport right here on the JSE.
- Super Group has had a really successful debt raise on the JSE, which is good news for shareholders as the cost of debt directly impacts equity returns.
- Clicks has put in a decent performance in this financial year, but I remain weary of paying top dollar for a business that can still be disrupted.
