Ghost Wrap

Ghost Wrap #51 (Santova | Spear REIT | Bytes Technology | Super Group | Clicks)

Listen Later
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:

  • 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.

    • 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
    WorldWide Markets with Simon Brown by JustOneLap.com

    WorldWide Markets with Simon Brown

    18 Listeners

    The Money Show by Radio 702

    The Money Show

    35 Listeners

    The Diary Of A CEO with Steven Bartlett by DOAC

    The Diary Of A CEO with Steven Bartlett

    8,425 Listeners

    FT News Briefing by Financial Times

    FT News Briefing

    675 Listeners

    The Gareth Cliff Show by The Real Network

    The Gareth Cliff Show

    66 Listeners

    BizNews Radio by BizNews

    BizNews Radio

    16 Listeners

    Investec Focus Radio SA by Investec

    Investec Focus Radio SA

    6 Listeners

    Honest Money by Warren Ingram

    Honest Money

    9 Listeners

    SMWX by Sizwe Mpofu-Walsh

    SMWX

    11 Listeners

    MoneywebNOW by Moneyweb Radio

    MoneywebNOW

    7 Listeners

    The Memo by Howard Marks by Oaktree Capital Management

    The Memo by Howard Marks

    426 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

    44 Listeners

    Merryn Talks Money by Bloomberg

    Merryn Talks Money

    46 Listeners