Ghost Wrap

By The Finance Ghost

It's fast. It's fun. It's informative.

Join The Finance Ghost for a weekly summary of the most interesting stories on the JSE.... more

5

11 ratings

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FAQs about Ghost Wrap:

How many episodes does Ghost Wrap have?

The podcast currently has 44 episodes available.

Ghost Wrap episodes:

March 19, 2025 Ghost Wrap - Q1 winners on the JSE
Earnings season is drawing to a close and it feels like we've all earned a holiday. In considering how the first few months of the year have played out, some surprising winners have emerged.
The performance in gold is simply a case of the sector carrying on where it left off in 2024, but what about platinum? And where did that telecoms rally come from? Also, have retail stocks continued their slide since the previous episode of Ghost Wrap that focused on that issue?
This podcast gives you great context to the year-to-date performance on the JSE.
The Ghost Wrap podcast is proudly brought to you by Forvis Mazars, a leading international audit, tax and advisory firm with a national footprint within South Africa. Visit the Forvis Mazars website for more information.
...more
10min
February 04, 2025 Ghost Wrap - Retailers on sale on the JSE
Listen to the podcast to get insights into the retail sector from the first few weeks of trading in 2025.
In clothing, it's quite clear that Pepkor and Mr Price had stronger numbers than The Foschini Group and certainly Truworths, yet the baby has been thrown out with the bathwater in that sector.
Woolworths is a hybrid model and this is reflected in the performance, with the food business looking far stronger than the rest of the group.
In grocery, Boxer has been the most defensive stock thus far in 2025 and had a solid festive season. Shoprite put in a predictably strong performance as well vs. peers. There are signs of life at Pick n Pay, but it remains well below Shoprite. Spar hasn't delivered a trading update yet, so the focus there is on cleaning house and getting out of broken investments (like Poland).
We save the best for last: Lewis. The latest numbers are highly impressive and when you consider the discretionary nature of the business, the share price resilience in 2025 has been especially promising.
The Ghost Wrap podcast is proudly brought to you by Forvis Mazars, a leading international audit, tax and advisory firm with a national footprint within South Africa. Visit the Forvis Mazars website for more information.
...more
11min
January 05, 2025Ghost Wrap - Five insights from December 2024
Listen to the podcast to get the details on these insights from December 2024:
Is Italtile's share price a Christmas miracle?

Bloisi's first acquisition at the helm of Prosus is a fascinating one in Latin America

Renergen was the most interesting announcement in the dead week between Christmas and the new year, revealing yet another risk for the business

Metair's selling price for the Turkish business has all but evaporated

Bell's share price may prove to be a cautionary tale about greed, with regret surely kicking in for those who voted against the scheme at R53 per share

The Ghost Wrap podcast is proudly brought to you by Forvis Mazars, a leading international audit, tax and advisory firm with a national footprint within South Africa. Visit the Forvis Mazars website for more information.
...more
10min
December 02, 2024Ghost Wrap - Five insights from November 2024
In a new format for the Ghost Wrap podcast, I look back on five important insights in the South African market from November 2024.
Listen to the podcast to get the details on these topics:
The per-share numbers are what count in the property sector
The market is hungry for quality IPOs
Poultry businesses are making money again
Murray & Roberts is a catastrophe
MultiChoice really, really needs the Canal+ deal to go ahead
The Ghost Wrap podcast is proudly brought to you by Forvis Mazars, a leading international audit, tax and advisory firm with a national footprint within South Africa. Visit the Forvis Mazars website for more information.
...more
12min
October 28, 2024Ghost Wrap #82 (Clicks | Dis-Chem | The Foschini Group | Cashbuild)
Ghost Wrap is your regular update on the most interesting company news in the South African market.

This episode covers:
Clicks and Dis-Chem as the dynamic duo in arguably the most appealing retail model.
The Foschini Group's latest acquisition in the UK, proving once more that the group isn't scared of risk.
Cashbuild's positive momentum in both the share price and sales growth.
The Ghost Wrap podcast is proudly brought to you by Forvis Mazars, a leading international audit, tax and advisory firm with a national footprint within South Africa. Visit the Forvis Mazars website for more information.
...more
7min
October 02, 2024Ghost Wrap #81 (Nampak | Spar | Metair | Transaction Capital)
Ghost Wrap is your regular update on the most interesting company news in the South African market.

This episode covers:
Nampak and a pretty heroic turnaround for the balance sheet.
Spar's troubles, including Switzerland as what could easily be the next major headache.
Metair's balance sheet pressures and the need for the Turkish disposal to go through quickly.
Transaction Capital and the plan to focus on Nutun going forward, with the controlling stake in Mobalyz (SA Taxi) being sold.
The Ghost Wrap podcast is proudly brought to you by Forvis Mazars, a leading international audit, tax and advisory firm with a national footprint within South Africa. Visit the Forvis Mazars website for more information.
...more
7min
September 16, 2024Ghost Wrap #80 (Sibanye-Stillwater | Truworths | Finbond | Barloworld)
Ghost Wrap is your regular update on the most interesting company news in the South African market.

This episode covers:
Sibanye-Stillwater has had a great day, but the share price move needs some context.
Truworths is riding the GNU-phoria, even though the best performing part of the business is in the UK!
Finbond has secured an excellent deal in the US.
Barloworld scared the market with a cryptic announcement about Russia.
The Ghost Wrap podcast is proudly brought to you by Forvis Mazars, a leading international audit, tax and advisory firm with a national footprint within South Africa. Visit the Forvis Mazars website for more information.
...more
6min
September 04, 2024Ghost Wrap #79 (CA Sales Holdings | RCL Foods and Rainbow Chicken | Motus | Bidvest)
Ghost Wrap is your regular update on the most interesting company news in the South African market.

This episode covers:
CA Sales Holdings has a great business model that is still working beautifully.

RCL Foods and Rainbow Chicken have reported numbers together for the last time, which gives us an opportunity to reflect on exactly why the unbundling made sense.

Motus is struggling at the moment and the market doesn't seem to be punishing the share price, presumably because of the expectation of interest rate cuts.

Bidvest reminds us of the value of diversification, with five out of seven divisions in the green and a reasonable overall result at group level.
The Ghost Wrap podcast is proudly brought to you by Forvis Mazars, a leading international audit, tax and advisory firm with a national footprint within South Africa. Visit the Forvis Mazars website for more information.
...more
6min
August 28, 2024Ghost Wrap #78 (Italtile | ADvTECH and STADIO | Harmony)
Ghost Wrap is your regular update on the most interesting company news in the South African market.

This episode covers:
Italtile had a better second half as expected, but new risks have emerged.
ADvTECH and STADIO have shown us that private education can be lucrative, provided the business model is right.
Harmony got its gold production sorted at exactly the right time.
The Ghost Wrap podcast is proudly brought to you by Forvis Mazars, a leading international audit, tax and advisory firm with a national footprint within South Africa. Visit the Forvis Mazars website for more information.
...more
7min
August 20, 2024Ghost Wrap #77 (Absa & Standard Bank | MTN | NEPI Rockcastle)
Ghost Wrap is your regular update on the most interesting company news in the South African market.

This episode covers:
Absa and Standard Bank as examples of divergence in performance within the same sector.
MTN and the ongoing nightmare in Nigeria, necessitating an extension to the B-BBEE deal that references MTN's listed shares.
NEPI Rockcastle as one of the best property funds on the local market.
The Ghost Wrap podcast is proudly brought to you by Forvis Mazars, a leading international audit, tax and advisory firm with a national footprint within South Africa. Visit the Forvis Mazars website for more information.
...more
7min

FAQs about Ghost Wrap:

How many episodes does Ghost Wrap have?

The podcast currently has 44 episodes available.

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