Ghost Wrap #52 (MTN | Woolworths | Pepkor | Octodec | AB InBev)

Welcome to Ghost Wrap, your regular update on the most interesting company news in the South African market.

In this episode of Ghost Wrap, I recapped five important stories on the local market:

• MTN's African subsidiaries are causing headaches right now, with Uganda as the silver lining but too small to make up for the concerns in the others.
• Woolworths is acquiring Absolute Pets and it's a deal that makes a lot of strategic sense to me.
• Pepkor is seen as a defensive retailer in South Africa, but does that thesis hold these days?
• Octodec has growth its distribution per share despite a drop in distributable income - what does this tell us about REITs at the moment?
• AB InBev must be cheering on the Springbok celebrations, as beer volumes have been under pressure this year.

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.