Sunday, December 22, 2024

Ghost Wrap #8 (Nampak | Steinhoff | Richemont | BHP | Woolworths | Mr Price | Spar)

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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:

  • Nampak’s efforts to avoid a painful rights offer.
  • Steinhoff offloading a portion of its stake in Pepco.
  • Richemont’s recent share price momentum and the look-through to China.
  • BHP looking to China as a stabilising force for commodities in 2023.
  • Woolworths reporting solid growth over the festive trading period, with the strategy clearly working.
  • Mr Price reporting the opposite to Woolworths, with weak trading that knocked the share price 7% lower.
  • Spar trying to clean up its governance reputation with shareholders.

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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