Consumer and Retail
MultiChoice’s French connection
Canal+ already owns more than 20% of MultiChoice, which puts the company in breach of local regulations. Ghost Grad Sinawo Bikitsha contemplates what the future could hold.
Consumer and Retail
Vuka, Buka
B&B Media used the Imbalie Beauty listed vehicle to bring a new fashion group to the market. Kreeti Panday notes that we must now await confirmation of the assets that will be injected into the newly-renamed Buka Investments.
Consumer and Retail
Discretionary retailers on the JSE – Part 2
Truworths has a share price that has been on sale for a long time now. The company has been ex-growth under current management. What can change from here and will the Primark battle go its way long-term?
Consumer and Retail
Mr Price: worthy of your attention?
With the release of Mr Price's integrated annual return, Ghost Grad Jordan Theron took the opportunity to put a red cap on and assess this retail group.
Consumer and Retail
Are you dancing with Dis-Chem?
With Dis-Chem having released its suite of annual reports for FY22, Ghost Grad Karel Zowitsky used the opportunity to examine recent acquisitions by the group.
Consumer and Retail
Discretionary retailers on the JSE – Part 1
After covering non-discretionary retailers, Chris Gilmour now ventures into the discretionary retailers on the JSE, starting with Woolworths.
Consumer and Retail
Ghost Global (Nike | FedEx | Bed, Bath & Beyond | H&M | BlackBerry)
Kreeti Panday takes a closer look at recent earnings updates from Nike, FedEx, Bed, Bath & Beyond, H&M and BlackBerry.
Consumer and Retail
JSE retailers – where is the value?
In this detailed piece, Chris Gilmour considers the non-discretionary retailers on the JSE and where investors might find value (or not).
