Ghost Wrap

Ghost Wrap #52 (MTN | Woolworths | Pepkor | Octodec | AB InBev)

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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:

  • MTN's African subsidiaries are causing headaches right now, with Uganda as the silver lining but too small to make up for the concerns in the others.
  • Woolworths is acquiring Absolute Pets and it's a deal that makes a lot of strategic sense to me.
  • Pepkor is seen as a defensive retailer in South Africa, but does that thesis hold these days?
  • Octodec has growth its distribution per share despite a drop in distributable income - what does this tell us about REITs at the moment?
  • AB InBev must be cheering on the Springbok celebrations, as beer volumes have been under pressure this year.

    • 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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