Thursday, November 21, 2024

Ghost Wrap 13 (Adcock Ingram | KAP Industrial Holdings | Motus | Tiger Brands | Quantum Foods | Libstar | Bidcorp | City Lodge)

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Welcome to Ghost Wrap. It’s fast. It’s fun. It’s informative.

In this week’s episode of Ghost Wrap, we cover:

  • Adcock Ingram has put in a great performance under tough conditions.
  • KAP Industrial Holdings is a case of di-worsification at the moment, with practically all the businesses struggling.
  • Motus released strong operating results, but keep an eye on the debt.
  • Tiger Brands has shown excellent pricing power, though I worry about how long consumers can keep this up for.
  • Quantum Foods has had its profitability destroyed by feed costs and load shedding.
  • Libstar’s business model doesn’t have sufficient pricing power in this environment.
  • Bidcorp reported exceptional numbers, reminding the market just how good the business is.
  • City Lodge’s results have divided the bears and bulls even further – and with good reason.

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.

Listen to the podcast below:

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