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
    Exchanges by Goldman Sachs

    Exchanges

    970 Listeners

    Masters in Business by Bloomberg

    Masters in Business

    2,201 Listeners

    WorldWide Markets with Simon Brown by JustOneLap.com

    WorldWide Markets with Simon Brown

    19 Listeners

    Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

    Invest Like the Best with Patrick O'Shaughnessy

    2,354 Listeners

    Founders by David Senra

    Founders

    2,171 Listeners

    Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

    Capital Allocators – Inside the Institutional Investment Industry

    797 Listeners

    FT News Briefing by Financial Times

    FT News Briefing

    646 Listeners

    Investec Focus Radio SA by Investec

    Investec Focus Radio SA

    7 Listeners

    Honest Money by Warren Ingram

    Honest Money

    10 Listeners

    MoneywebNOW by Moneyweb Radio

    MoneywebNOW

    8 Listeners

    The Memo by Howard Marks by Oaktree Capital Management

    The Memo by Howard Marks

    418 Listeners

    Magic Markets by The Finance Ghost and Moe-Knows

    Magic Markets

    2 Listeners

    Business Breakdowns by Colossus | Investing & Business Podcasts

    Business Breakdowns

    347 Listeners

    The Rundown by Public.com

    The Rundown

    411 Listeners

    Unhedged by Financial Times & Pushkin Industries

    Unhedged

    187 Listeners