Ghost Wrap #79 (CA Sales Holdings | RCL Foods and Rainbow Chicken | Motus | Bidvest)
Update: 2024-09-04
Description
Ghost Wrap is your regular update on the most interesting company news in the South African market.
This episode covers:
- CA Sales Holdings has a great business model that is still working beautifully.
- RCL Foods and Rainbow Chicken have reported numbers together for the last time, which gives us an opportunity to reflect on exactly why the unbundling made sense.
- Motus is struggling at the moment and the market doesn't seem to be punishing the share price, presumably because of the expectation of interest rate cuts.
- Bidvest reminds us of the value of diversification, with five out of seven divisions in the green and a reasonable overall result at group level.
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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