Ghost Wrap

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

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:

  • 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.

    ...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
    We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

    We Study Billionaires - The Investor’s Podcast Network

    3,365 Listeners

    Masters in Business by Bloomberg

    Masters in Business

    2,171 Listeners

    WorldWide Markets with Simon Brown by JustOneLap.com

    WorldWide Markets with Simon Brown

    19 Listeners

    SAfm Market Update with Moneyweb by Moneyweb Radio

    SAfm Market Update with Moneyweb

    3 Listeners

    Be a Better Investor by Moneyweb Radio

    Be a Better Investor

    0 Listeners

    The Money Show by Radio 702

    The Money Show

    34 Listeners

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

    Invest Like the Best with Patrick O'Shaughnessy

    2,364 Listeners

    Founders by David Senra

    Founders

    2,169 Listeners

    BizNews Radio by BizNews

    BizNews Radio

    18 Listeners

    Investec Focus Radio SA by Investec

    Investec Focus Radio SA

    8 Listeners

    The Asset Class by Strictly Business by Strictly Business

    The Asset Class by Strictly Business

    0 Listeners

    Honest Money by Warren Ingram

    Honest Money

    12 Listeners

    MoneywebNOW by Moneyweb Radio

    MoneywebNOW

    8 Listeners

    Magic Markets by The Finance Ghost and Moe-Knows

    Magic Markets

    2 Listeners

    The Morgan Housel Podcast by Morgan Housel

    The Morgan Housel Podcast

    991 Listeners