Ghost Wrap

Ghost Wrap #43 (Fortress | Truworths | Woolworths | Bidcorp | Cashbuild | KAP | Motus)


Listen Later

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, I looked at some of the more interesting stories in a busy few days of news.
Cher once asked us if we believe in life after love. I'm not sure about that, but we can believe in life after REIT based on the latest numbers from Fortress.
The recent results from Truworths need a careful read based on important and justifiable adjustments, with the core results revealing a decent period for the company.
Load shedding really hurts food retail, as evidenced by comparing Woolworths' Food business to its Fashion, Beauty and Home business.
Bidcorp's numbers for the year ended June are practically faultless.
Cashbuild is in a perfect storm right now, with ongoing difficulties in this trading environment.
KAP may need to rebrand to KLAP, because that's exactly what the company got given in the latest period by Safripol and Unitrans.
Motus is a reminder that you always need to read to the bottom of the income statement, with finance costs eating up growth in operating profit.
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.
...more
View all episodesView all episodes
Download on the App Store

Ghost WrapBy The Finance Ghost

  • 5
  • 5
  • 5
  • 5
  • 5

5

1 ratings


More shows like Ghost Wrap

View all
The Gareth Cliff Show by The Real Network

The Gareth Cliff Show

68 Listeners

WorldWide Markets with Simon Brown by JustOneLap.com

WorldWide Markets with Simon Brown

19 Listeners

The Money Show by Radio 702

The Money Show

36 Listeners

The Diary Of A CEO with Steven Bartlett by DOAC

The Diary Of A CEO with Steven Bartlett

7,165 Listeners

FT News Briefing by Financial Times

FT News Briefing

686 Listeners

BizNews Radio by BizNews

BizNews Radio

22 Listeners

Investec Focus Radio SA by Investec

Investec Focus Radio SA

7 Listeners

Honest Money by Warren Ingram

Honest Money

9 Listeners

SMWX by Sizwe Mpofu-Walsh

SMWX

10 Listeners

MoneywebNOW by Moneyweb Radio

MoneywebNOW

7 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

416 Listeners

Magic Markets by The Finance Ghost and Moe-Knows

Magic Markets

2 Listeners

History of South Africa podcast by Desmond Latham

History of South Africa podcast

115 Listeners

Behind the Balance Sheet by Stephen Clapham's Podcast on Value Investing | Stockmarket Analysis | Equities

Behind the Balance Sheet

45 Listeners

Merryn Talks Money by Bloomberg

Merryn Talks Money

45 Listeners