Ghost Wrap

Ghost Wrap #53 (Bell Equipment | MTN | AVI | Truworths | De Beers)

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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:

  • Bell Equipment can take a bow, with a trading statement showing very strong earnings growth and a few weeks left this year to still achieve a further positive earnings surprise.
  • MTN is a casualty of African currency weakness, which makes it vulnerable to further dollar strength and a slow Chinese recovery - complicated look-through exposures that are important to understand.
  • AVI is achieving reasonable revenue growth at the moment, with a focus on margins paying off for the company.
  • Truworths has demonstrated just how tough the SA consumer retail environment still is, with the UK business saving the day.
  • De Beers has experienced another sharp drop in sales, with a perfect storm of macroeconomic challenges and cheaper lab-grown diamonds clearly visible in the numbers.

    • 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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