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Naspers (NPN) is Africa's largest company and an international giant in social media, gaming, and IT. Its primary asset is a 73% stake in Prosus (PRX), which owns 26% of Tencent, a Hong Kong-listed company providing social media services and gaming in China. Tencent dominates the Chinese market with 10 of the top 20 mobile applications, reaching over 1.1 billion...

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PPC is a major producer of cement, aggregates, ready-mix, lime, limestone, and fly-ash in Africa, with a production capacity of 11.5 million tons across eleven cement factories in South Africa, Botswana, the DRC, Zimbabwe, Rwanda, and Ethiopia. It also operates the Mooiplaas quarry, the largest aggregates producer in South Africa, and has twenty-six batching...

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Naspers (NPN) spun off Prosus (PRX) on 11th September 2019, listing it on the Euronext in Amsterdam to hold its international assets, including Tencent, Mail.Ru, and other internet brands. Naspers retains a 73% stake in Prosus, while 25% is free float. This listing mitigates rand risk, making Prosus a rand-hedge investment that benefits from rand weakness. As...

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Sirius (SRE) is a real estate investment trust (REIT) listed on the JSE and the London Stock Exchange (LSE), focusing on office, manufacturing, and warehousing properties in Germany. The company owns 141 assets valued at approximately €2 billion, making it a significant player in the European property market. Before the COVID-19 pandemic, Sirius was benefiting...

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Telkom (TKG) historically served as the government-controlled provider of fixed-line telephone services in South Africa. With the rise of mobile networks, Telkom was compelled to subsidize competitors like Vodacom, MTN, and Cell-C through termination rates, which have since been phased out. Over two decades, Telkom CEO Sipho Maseko estimated that these subsidies...

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WeBuyCars was separately listed on the JSE on 11th April 2024, following its unbundling from Transaction Capital (TCP) to raise capital and shield it from TCP's challenges in the taxi division. The company has 417.2 million shares in issue, which began trading at around R20 per share, giving it a market capitalisation of just over R8.5 billion. The free float is...

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Previously operating under the name RECM Calibre, Goldrush is engaged in Bingo, Limited Payout Machines (LPM), and Retail Sports Betting. The company has shown improved financial performance and operational growth, particularly in its gaming operations. In its results for the six months ending 30th September 2024, the company reported a 25.9% increase in net...

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Previously operating under the name RECM Calibre, Goldrush is engaged in Bingo, Limited Payout Machines (LPM), and Retail Sports Betting. The company has shown improved financial performance and operational growth, particularly in its gaming operations. In its results for the six months ending 30th September 2024, the company reported a 25.9% increase in net...

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Previously operating under the name RECM Calibre, Goldrush is engaged in Bingo, Limited Payout Machines (LPM), and Retail Sports Betting. The company has shown improved financial performance and operational growth, particularly in its gaming operations. In its results for the six months ending 30th September 2024, the company reported a 25.9% increase in net...

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Rand Merchant Bank Holdings (RMH) is a company that transitioned from owning a 34.1% stake in FirstRand to focusing primarily on property investments since 2016. Established 41 years ago by GT Ferriera, Laurie Dippenaar, and Paul Harris, RMH listed on the JSE in 1992 and later spun off Rand Merchant Investment Holdings in 2011. RMH Property's portfolio includes...

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Trematon (TMT) is an investment holding company with subsidiaries, joint ventures, and associate companies, primarily focused in the Western Cape. The company initially concentrated on property investments but has since diversified beyond this sector. One of its notable assets is Club Mykonos. In its financial results for the six months ending 29th February...

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Barloworld (BAW) is an international supplier of heavy earth-moving equipment and vehicles to the mining, agriculture, infrastructure, power, automotive, and logistics sectors. Its well-known brands include Caterpillar, Avis, Massey-Ferguson, and Challenger. The company operates in 24 countries, focusing on Southern Africa, Russia, and other emerging markets. This...

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Lewis (LEW) is a retailer specializing in furniture and electrical appliances, operating through 840 stores under the Lewis, Beares, Best Home, Bedzone, and United Furniture Outlets (UFO) brands. Of these, 138 stores are located in neighboring countries. The company conducts 59.9% of its business on credit, offering customers credit insurance and other financial...

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Jubilee Metals Group (JBL) is a diversified metals recovery company focused on reprocessing mine waste and surface materials. The company is listed on both the London AIM market and the JSE's Alt-X. Its operations span South Africa, the UK, Madagascar, and Australia, with a significant joint venture in Zambia aimed at producing lead, zinc, and vanadium. The...

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Grindrod (GND) is an international freight and financial services company operating across 28 countries. In mid-2018, Grindrod unbundled its loss-making shipping division, Grinship (GSH), resulting in a noticeable drop in its share price at that time. The company now focuses on its two main divisions: freight and financial services. The freight division is...

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Dipula is a real estate investment trust (REIT) with a diversified portfolio, predominantly made up of retail, office, and industrial properties valued at approximately R9 billion. The majority of its properties are located in Gauteng, but it also has holdings across other South African provinces. The company has a selective investment strategy in residential...

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Dipula is a real estate investment trust (REIT) with a diversified portfolio, predominantly made up of retail, office, and industrial properties valued at approximately R9 billion. The majority of its properties are located in Gauteng, but it also has holdings across other South African provinces. The company has a selective investment strategy in residential...

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Emira Property (EMI) is a real estate investment trust with significant exposure to the South African property market, particularly in office spaces, although it has been diversifying to reduce its dependence on this segment. It owns the Knightsbridge office park in Bryanston and has been under the leadership of CEO Geoff Jennett, who has steadily improved the...