Saturday, December 21, 2024

Ghost Wrap #42 (Super Group | Grindrod | ADvTECH | STADIO | CA Sales Holdings | Transpaco | Master Drilling)

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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.

In this episode of Ghost Wrap, we recap a busy couple of days:

  • Super Group is living up to its name and with growth in profit in every segment, there’s much for shareholders to feel good about here.
  • Grindrod is in a different part of the logistics industry, yet the growth numbers are remarkably similar to Super Group.
  • In the education sector, we’ve seen strong updates from ADvTECH and STADIO, with both shares prices ahead of rival Curro this year.
  • CA Sales Holdings is getting on with delivering its strategy to a high standard, with the FMCG business doing well in this inflationary environment.
  • Transpaco is a great example of what happens when small improvements are made in operating margin.
  • Master Drilling is as close to the shovel in the gold rush as you’ll find, with ongoing HEPS growth at a time when mining houses are seeing HEPS fall sharply.

Listen to the podcast below:

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