Ghost Wrap

Ghost Wrap #48 (Rex Trueform | Barloworld | Spar | Capitec | Vukile + Attacq)

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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.

  • Rex Trueform has been rather dreary, but the latest acquisition is objectively exciting.
  • Barloworld remains a great way to compare industrial business fundamentals to consumer-facing fundamentals, with a particularly shocking outcome when comparing profit trajectory in Russia vs. the local consumer business.
  • Spar's latest results were boosted by the weak rand, with the group now deciding to exit Poland and focus on the core business.
  • Capitec is under pressure on the HEPS line, with the efficiency ratio needing to be interpreted very carefully.
  • After negative recent outlooks from major property companies, it's encouraging to see expectations of growth from Vukile and Attacq.

    • 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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