Ghost Wrap

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

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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.

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