Monday, December 30, 2024

Ghost Wrap #74 (Balwin | British American Tobacco | Mr Price | Vodacom)

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The Ghost Wrap podcast is proudly brought to you by Forvis Mazars, a leading international audit, tax and advisory firm with a national footprint within South Africa. Visit the Forvis Mazars website for more information.

This episode covers:

  • Balwin’s push into rentals and what this means for the investment case.
  • British American Tobacco’s growth wobbly in the New Categories.
  • Mr Price and the question marks around organic growth.
  • Vodacom’s challenges in finding growth outside of markets with risky currencies.

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