Ghost Wrap #64 (Mustek | Curro | Sea Harvest | Quilter)

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 focused on recent news across various sectors:

• Mustek is a lesson in two things: the danger of a value trap and the threat of competition in lucrative sector.
• Curro is telling the market that it wants to fill its schools, yet the company increased fees by a much higher rate than inflation in 2023.
• Sea Harvest is another good example of a corporate that saw a sharp rise in net finance costs, yet the dividend payout ratio moved higher.
• Quilter is an offshore business that is doing a great job of growing its operations in the UK, making it a compelling rand hedge for South African investors. 

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.