6 min
Ghost Wrap #64 (Mustek | Curro | Sea Harvest | Quilter) Ghost Wrap
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- Investing
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.
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.
6 min