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Oceana is Southern Africa's largest fishing company, with additional interests in the US through its subsidiary, Daybrook Fishing, based in Louisiana. Listed on both the JSE and Namibian stock exchange, Oceana produces a range of fish products, including canned fish, fish meal, fish oil, hake, mackerel, lobster, and squid. The company operates under...

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Rainbow is a newly listed poultry company covering all stages of chicken production, from broilers to processing. It was unbundled from RCL Foods in June 2024, with RCL shareholders receiving one Rainbow share for every RCL share they held. The poultry industry, known for its tough market conditions, presents significant challenges, including high working capital...

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Renergen (REN), an alternative energy company, focuses on renewable projects in Africa and has invested in liquefied natural gas (LNG) and helium. Since listing on the JSE in 2015, the company has faced financial challenges, with its share price reflecting continued losses. Despite this, Renergen has managed significant milestones, including a R125 million rights...

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Sephaku (SEP) operates within South Africa's construction materials sector, focusing on ready-mixed cement products and other cement supplies for the industry. The company owns 100% of Metier Mixed Concrete and holds a 36% stake in Sepcem, with Dangote owning the remaining 64%. Sephaku's performance is closely tied to the state of the construction industry, which...

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Astral Foods (ARL) is South Africa's leading poultry producer, with substantial operations in broiler processing, breeding stock supply, day-old chick production, and animal feed production through its subsidiary, Meadowfeeds. It processes 4.4 million broilers per week and is a key supplier in the domestic poultry sector. The company’s performance is tied to...

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The enX Group (ENX) is a diversified industrial company catering to the petrochemical, fleet management, logistics, and industrial sectors. It includes divisions such as Austro, which distributes wood-working equipment, and New Way Power, which provides diesel generators. Its fleet division focuses on fleet management, logistics, and vehicle tracking, while ENX...

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The enX Group (ENX) is a diversified industrial company catering to the petrochemical, fleet management, logistics, and industrial sectors. It includes divisions such as Austro, which distributes wood-working equipment, and New Way Power, which provides diesel generators. Its fleet division focuses on fleet management, logistics, and vehicle tracking, while ENX...

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Salungano, formerly Wescoal, focuses on coal mining and trading, producing 300 million tons annually from five mines, with mining contributing 82% of its revenue. It began production in 2021, primarily supplying Eskom from its Moabsvelden mine. The company also owns 50% of Arnot Mine and is exploring ways to diversify within the energy sector. For the six months...

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Shoprite (SHP) is Africa's largest grocery retailer and consumer goods company. Despite facing intense price competition, which has limited supermarkets' ability to pass on price increases, the company has shown resilience. Its share price, which fell from R275 in March 2018 to around R100 in July 2020, has since recovered, as the company stands to benefit from...

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Vunani (VUN) is a black-owned financial services group with operations across asset management, investment banking, property, stockbroking, and coal mining. The company's coal interests have recently benefitted from increased coal prices, adding resilience to their diversified portfolio. However, in its latest six-month results to 31st August 2024, Vunani reported...

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PPC is a leading manufacturer and supplier of cement, aggregates, ready-mix, lime, limestone, and fly-ash in Africa, with operations in South Africa, Botswana, the DRC, Zimbabwe, Rwanda, and Ethiopia. The company operates eleven cement factories with a combined production capacity of 11.5 million tons. PPC's Mooiplaas quarry in Gauteng is the largest aggregates...

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Pick 'n Pay (PIK) is a long-established retail grocery chain with a strong presence in South Africa and several stores across Africa. Founded by Raymond Ackerman in 1967, the brand once dominated South Africa's grocery retail space before being overtaken by competitors like Shoprite/Checkers. The company has brought Sean Summers back as CEO, hoping to leverage his...

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Balwin Properties (BWN) is a South African developer focusing on secure sectional title properties, recently diversifying into renting out properties to generate a more stable income stream. The company is leveraging solar power and internet fiber installations to add value to its developments. Initially listed at R10 per share, it now trades around 270c. Given...

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The Foschini Group (TFG) is a prominent international retailer with 28 fashion brands and 4083 trading outlets across 32 countries. TFG's successful expansion into Australia with the Retail Apparel Group (RAG) acquisition in 2017 (for over $300 million) sets it apart, as many South African retailers, such as Woolworths, have struggled in that market. TFG has...

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Dis-Chem Pharmacies (DCP), which listed in November 2016, is a prominent competitor to Clicks (CLS) in the pharmaceutical, medicine, and beauty products markets. The business is led by the Saltzman family, with a significant stake held through a private company, Ivlyn. In August 2021, Ivlyn announced a reduction in its stake by selling 7.5% of its shares via a...

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Naspers (NPN) separately listed Prosus (PRX) on the Euronext in Amsterdam on 11th September 2019, consolidating its international assets, including its stake in Tencent, Mail.Ru, and various internet brands. Naspers retains a 73% ownership of Prosus, with a 25% free float. The Euronext listing provides a key advantage as it mitigates the currency risk associated...

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Anglo American Platinum (AMS), commonly known as Amplats, is the world's second-largest platinum producer, after Sibanye, and plays a significant role in the platinum group metals (PGM) industry. Owned 77.62% by Anglo American, Amplats has undergone a significant transformation over the past few years, moving away from deep-level mining toward more efficient,...

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Afrimat (AFT) is an open-pit mining company supplying composites, construction materials, and other commodities to various industries across Southern Africa. Historically, Afrimat was one of the top-performing shares on the JSE until the end of 2015. After a period of consolidation and navigating through the COVID-19 crisis, the stock broke out of a 3-year...