Tuesday, November 19, 2024

Ghost Wrap #2 (Premier listing | Tiger Brands | Purple Group | eMedia | Vodacom | Transaction Capital | Spar | Woolworths | Shoprite)

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

Ghost Wrap is your weekly summary of the most interesting and important stories on the JSE. This week, we cover:

  • Brait’s offering of up to R3.7 billion worth of shares in Premier, with Christo Wiese giving strong support to that listing
  • A strong second half performance of Tiger Brands – a company where I got it wrong
  • Purple Group’s results and the need to look deeper to really understand them
  • The impact of load shedding on media company eMedia and telecoms giant Vodacom
  • The portfolio effect within Transaction Capital, with WeBuyCars far outperforming SA Taxi in the past year for various reasons – but what will the future hold?
  • Trading updates and results from Spar, Woolworths and Shoprite – a mixed basket of note

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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