Ghost Wrap #52 (MTN | Woolworths | Pepkor | Octodec | AB InBev)
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Description
Welcome to Ghost Wrap, your regular update on the most interesting company news in the South African market. In this episode of Ghost Wrap, I recapped five important stories on the local market: MTN's African subsidiaries are causing headaches right now, with Uganda as the silver lining but too small to make up for the concerns in the others. Woolworths is acquiring Absolute Pets and it's a deal that makes a lot of strategic sense to me. Pepkor is seen as a defensive retailer in South Africa, but does that thesis hold these days? Octodec has growth its distribution per share despite a drop in distributable income - what does this tell us about REITs at the moment? AB InBev must be cheering on the Springbok celebrations, as beer volumes have been under pressure this year. 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.
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