Ghost Wrap #41 (Spur | Adcock Ingram | Bidvest | Bidcorp | NEPI Rockcastle | DRDGOLD | Harmony Gold | BHP | Sasol)
Description
Welcome to Ghost Wrap, your twice-weekly update on the most interesting company news in the South African market.
In this episode of Ghost Wrap, we recap:
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.
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.
Ghost Wrap is your regular update on the most interesting company news in the South African market.
This episode covers:
Clicks and Dis-Chem as the dynamic duo in arguably the most appealing retail model.
The Foschini Group's latest acquisition in the UK, proving once more that the group...
Published 10/28/24
Ghost Wrap is your regular update on the most interesting company news in the South African market.
This episode covers:
Nampak and a pretty heroic turnaround for the balance sheet.
Spar's troubles, including Switzerland as what could easily be the next major headache.
Metair's balance sheet...
Published 10/02/24