6 min
Ghost Wrap #62 (Sasol | ArcelorMittal | Sappi | Curro | British American Tobacco) 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 the recent updates from these groups
Sasol has seen its share price halve over the past year, with the wonderful opportunity for investors in 2020 becoming a very distant memory as infrastructure and other issues take their toll.
ArcelorMittal is perhaps the most severe rollercoaster ride of them all on the JSE, with the steel industry only for those with an exceptionally strong stomach.
Sappi demonstrates that the paper industry is also a tough place to play, with swing traders doing better than long-term holders of this stock.
Curro may be growing its earnings at a solid rate, but the company is still coming to terms with growth that is well below original expectations.
British American Tobacco is now profitable in the non-combustibles business and is still doing what it does best in the traditional smoking business: putting through pricing increases that fund dividends.
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 the recent updates from these groups
Sasol has seen its share price halve over the past year, with the wonderful opportunity for investors in 2020 becoming a very distant memory as infrastructure and other issues take their toll.
ArcelorMittal is perhaps the most severe rollercoaster ride of them all on the JSE, with the steel industry only for those with an exceptionally strong stomach.
Sappi demonstrates that the paper industry is also a tough place to play, with swing traders doing better than long-term holders of this stock.
Curro may be growing its earnings at a solid rate, but the company is still coming to terms with growth that is well below original expectations.
British American Tobacco is now profitable in the non-combustibles business and is still doing what it does best in the traditional smoking business: putting through pricing increases that fund dividends.
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