Ghost Wrap

Ghost Wrap #64 (Mustek | Curro | Sea Harvest | Quilter)

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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 focused on recent news across various sectors:

  • Mustek is a lesson in two things: the danger of a value trap and the threat of competition in lucrative sector.
  • Curro is telling the market that it wants to fill its schools, yet the company increased fees by a much higher rate than inflation in 2023.
  • Sea Harvest is another good example of a corporate that saw a sharp rise in net finance costs, yet the dividend payout ratio moved higher.
  • Quilter is an offshore business that is doing a great job of growing its operations in the UK, making it a compelling rand hedge for South African investors. 

    • 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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    Ghost WrapBy The Finance Ghost
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