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: