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In this episode of Ghost Wrap, we recap a busy couple of days:
- Strong results at Spur that gave the share price another boost on top of the strong positive response to the trading statement.
- Earnings growth at Adcock Ingram that benefitted from a “normal” flu season, although other segments were perhaps disappointing for investors.
- An excellent year thus far for Bidvest, supported by strong earnings growth and clear evidence of pricing power.
- Continued momentum at Bidcorp, which has gone from strength to strength since the depths of the pandemic.
- NEPI Rockcastle’s appeal as a play on Central and Eastern Europe, a region of real economic growth and demand for retail space.
- A whirlwind update on recent mining and resources updates from DRDGOLD, Harmony Gold, BHP and Sasol.
Listen to the podcast below: