Sunday, December 22, 2024
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MTN Ghana

Ghost Wrap #75 (MTN’s African subsidiaries | ArcelorMittal | Curro)

MTN's African subsidiaries are further evidence that using "Africa" as an umbrella term is dangerous. Speaking of danger, operating leverage at ArcelorMittal is a massive concern. Curro is clawing its way back to pre-pandemic earnings.

Ghost Bites (AB InBev | ArcelorMittal | Capital & Regional | Mondi | Mpact | MTN Ghana)

AB InBev's EBITDA margins are up. ArcelorMittal is in emergency mode. Mondi's EBITDA is lower. Capital & Regional increased its dividend. Mpact found a buyer for Versapak. MTN Ghana is much better than MTN Nigeria.

Ghost Bites Vol 61 (22)

Massmart and Telkom released results that hurt investors. Royal Bafokeng Platinum had disappointing production numbers. Thankfully MTN Ghana, Sabvest Capital, JSE Limited, Textainer and a couple of others brought some cheer.
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