Tuesday, November 19, 2024

Ghost Wrap #3 (RFG Holdings | Prosus | Quantum Foods | Fortress REIT | Mr Price | Telkom | Pepkor | Bidcorp)

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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:

  • RFG Holdings’ peachy year, which included the acquisition of Today Pie
  • The grand scale on which Prosus incinerates cash from Tencent
  • A reminder of how tough the poultry industry is, courtest of Quantum Foods
  • Fortress REIT’s collision course with an unpleasant place in the history books
  • Mr Price’s market share pressures, particularly in the Homeware segment
  • Telkom’s skewed perception of what “next generation” products are
  • Pepkor’s incredible cellphone market share and adventure in South America
  • Bidcorp’s remarkable numbers at a time when its clients are under loads of pressure

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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