Ghost Wrap #74 (Balwin | British American Tobacco | Mr Price | Vodacom)
Update: 2024-07-29
Description
Ghost Wrap is your regular update on the most interesting company news in the South African market.
This episode covers:
- Balwin's push into rentals and what this means for the investment case.
- British American Tobacco's growth wobbly in the New Categories.
- Mr Price and the question marks around organic growth.
- Vodacom's challenges in finding growth outside of markets with risky currencies.
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.
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