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Hyprop (HYP) is a prominent real estate investment trust (REIT) specializing in high-quality shopping malls in South Africa, with additional interests in Eastern Europe and other parts of Africa. Its portfolio includes well-known malls such as Rosebank, Canal Walk, Hyde Park, and Clearwater. The company has faced challenges due to reduced consumer spending,...

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Sasfin (SFN) is a banking group specializing in various finance services for small businesses and high net-worth individuals. Despite being listed on the JSE since 1987, the company has faced challenges, including a downward trend in its share price. Investors were advised to await a measurable turn in the price, such as an upside break through its long-term...

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Quantum (QFH) operates in the chicken industry with divisions focused on animal feeds, eggs and layers, broilers, and sales of related products in Africa. While the company faced challenges due to the Southern Africa drought, it has since benefited from improved conditions and lower feed costs, leading to higher egg prices. However, the chicken business is known...

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Hyprop (HYP) is a leading real estate investment trust (REIT) specializing in high-quality shopping malls in South Africa, with some interests in Eastern Europe and Africa to the North. Among its assets are well-known shopping malls like Rosebank, Canal Walk, Hyde Park, and Clearwater. The company has felt the impact of decreased consumer spending, leading to...

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Growthpoint (GRT) is South Africa's largest real estate investment trust (REIT) with a primary listing on the JSE. Prior to COVID-19, it consistently grew its dividends 3% above the inflation rate on average over the last 15 years. The company owns 434 properties in South Africa worth R71bn. In addition, it has a 62.2% interest in Growthpoint Properties Australia...

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Enterprise Outsourcing Holdings (EOH) was Africa's largest information technology company with involvement in almost every aspect of computer applications. At one point, the company had 11,000 staff members, but that has now been reduced to 6,151. Until August 2015, the company was the darling of the JSE because it had a long track record of steadily improving...

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Brait (BAT) is an investment holding company that owns 78% of Virgin Active, 93.7% of Premier, and 18.5% of New Look (a clothing retailer in the UK). It sold its stake in Iceland Foods for R2.4bn in June 2020 and used the proceeds to pay down debt. It is itself 46% owned by Christo Wiese's company Titan. The company's most important performance measure is its net...

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Grand Parade Investments (GPL) is an investment holding company with interests in the gaming industry. The company is a BEE company which was listed on the JSE in 2008. It decided to terminate its Dunkin' Doughnuts and Baskin Robbins franchises in February 2019 and Burger King in February 2020. It had sold its remaining 10% in the Spur Corporation back to Spur in...

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Homechoice (HIL) is South Africa's largest home shopping retailer, operating through two divisions - retail and financial services. It offers a broad range of home appliances, clothing, fashion, footwear, and related products through a variety of showrooms and online. The share is very tightly held, with over 92% of issued shares held by the controlling...

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Old Mutual (OMU) is a premium African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in seventeen countries. Old Mutual's primary operations are in South Africa and the rest of Africa, and it has niche businesses in Latin America and Asia. This company is what is left after...

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Hyprop (HYP) is a leading property real estate investment trust (REIT) that specializes in high-quality shopping malls in South Africa and some interests in Eastern Europe and Africa to the North. It owns some of South Africa's best-known shopping malls like Rosebank, Canal Walk, Hyde Park, and Clearwater. It has been impacted to some extent by the fall-off in...

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Metair (MTA) produces energy solutions (batteries) and components for the vehicle manufacturing business. It has operations in Africa and in various European and Middle East countries. The company's energy storage business is located in Turkey in an operation called "Mutlu". The business it is in has the prospect of growing rapidly as electric motor vehicles...

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ABSA (ABG) is one of the largest banking groups operating in Africa. It has well-established branches in 12 African countries and representative offices in at least 6 more. It offers a range of products for personal and business banking, credit cards, insurance, and asset management. Obviously, as one of the "big five" banks, ABSA has been impacted by the...

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Ethos Capital Partners (EPE) is a private equity fund (PEF), incorporated in Mauritius, which invests into unlisted companies for long-term capital appreciation on behalf of its investors. Like most investment holding companies, Ethos trades at a significant discount to its net asset value (NAV). Fifty-six percent of their assets are in South Africa and 39% in...

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Rhodes Food Group (RFG), with its roots tracing back to Cecil John Rhodes in 1896, has grown into a prominent Western Cape manufacturer of convenience foods. The company boasts a broad portfolio of well-known South African brands such as Bisto, Bull Brand, and Hinds, operating across 15 manufacturing plants in South Africa and a fruit processing facility in...

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Lighthouse Capital (LTE), formerly known as Greenbay, aims to redefine its market position and strategic focus in the wake of challenges faced by the Resilient group of REITs (Real Estate Investment Trusts), which also includes Resilient, Rockcastle, and Fortress. These companies were previously embroiled in controversy following a report by 36One Asset...

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Remgro, led by Johann Rupert, operates as an influential investment holding company with a diverse portfolio spanning various sectors. It holds a significant 28.2% stake in Rand Merchant Bank Holdings (RMH) and a 3.9% stake in Firstrand. Beyond its financial sector investments, Remgro's interests extend to healthcare through Mediclinic, now delisted from the JSE,...

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African Rainbow Minerals (ARI), under the leadership of Patrice Motsepe, stands as a notable diversified mining company in South Africa, with operations spanning across a wide range of minerals including platinum group metals (PGM), iron ore, manganese, chrome, coal, copper, and a strategic ownership stake in Harmony Gold. The potential involvement in the...