Ghost Wrap #73 (Richemont | AVI | Karooooo

Ghost Wrap

Ghost Wrap #73 (Richemont | AVI | Karooooo | Prosus)

Jul 21 2024 | 00:05:51

00:00 / 00:05:51

Show Notes

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

This episode covers:

Richemont's sales disappointment and broader luxury pressures in China.
AVI's ability to turn modest revenue growth into great profit growth.
Karooooo living up to its growth promises after a tough period in Asia.
Prosus giving the CEO a "moonshot" remuneration package.

The Ghost Wrap podcast is proudly brought to you by Forvis Mazars, a leading international audit, tax and advisory firm with a national footprint within South Africa. Visit the Forvis Mazars website for more information.

Other Episodes

Episode 17

March 26, 2023 • 00:09:40

Ghost Wrap #17 (Remgro | Steinhoff | York Timber | RFG Holdings | CA Sales Holdings | Master Drilling | Bell Equipment | Gemfields | Astoria)

Welcome to Ghost Wrap. It's fast. It's fun. It's informative. In this week's episode of Ghost Wrap, we cover: Remgro reminds us that impressing...

Episode 1

November 13, 2022 • 00:06:19

Ghost Wrap #1 (Purple | Northam | Sappi | Novus | AVI | TCP | MUR | EOH | Foschini)

In this week's episode of Ghost Wrap, we cover: Sappi vs. Novus at opposite ends of the value chain AVI inching forward with margins...

Episode 38

August 14, 2023 • 00:06:47

Ghost Wrap #38 (Nedbank | Absa | Exxaro | Northam | Sasol | Glencore | Vodacom | MTN | Cashbuild | Italtile | Nampak)

Welcome to Ghost Wrap, your twice-weekly update on the most interesting company news in the South African market. In this week's episode of Ghost...