Ghost Wrap #14 (Murray & Roberts | Aspen | Cashbuild | Caxton & CTP | Investec Property Fund | Woolworths | MultiChoice | Sasfin)

Welcome to Ghost Wrap. It's fast. It's fun. It's informative.

In this week's episode of Ghost Wrap, we cover:

• Murray & Roberts has suffered a shocking share price drop, but warning signs were there.
• Aspen is proof that valuations are forward-looking, as crummy results were washed away by a positive outlook and a rally in the share price.
• Cashbuild shareholders will need to be patient, as the pain in that sector seems to be far from over.
• Caxton & CTP has demonstrated excellent pricing power in its latest results.
• Investec Property Fund has put forward a proposed ManCo internalisation deal that lays bare the worst thing about our local property sector.
• Woolworths has seen its share price come under pressure despite releasing incredible results, probably due to jitters around load shedding.
• MultiChoice is making big moves in streaming, going after the African market through a new deal with Comcast (owner of NBCUniversal and Sky - which means English Premier League football!)
• Sasfin is doing so badly that investors would be better off putting their money in another bank, literally.

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.