Capital and Regional (CRP), a UK-based Real Estate Investment Trust (REIT), specializes in owning and managing community shopping centres in England. The landscape for UK consumer behavior and property ownership has been significantly affected by both Brexit and the COVID-19 pandemic, leading to decreased footfall and driving some retailers into the British...
Caxton and CTP Publishers and Printers Limited (CAT) is navigating through the significant shifts within the South African printing and publishing industry, where the transition from hard copy to digital platforms is increasingly pronounced. The company is actively adjusting its operations by cutting costs and venturing into digital mediums to counter the ongoing...
Fortress REIT Limited, trading on the Johannesburg Stock Exchange (JSE) under the tickers FFA and FFB, represents a significant entity within the real estate investment trust sector. The trust manages a diverse portfolio that not only encompasses direct property holdings valued at around R30 billion, focusing on logistics, offices, and commuter retail sectors but...
Mpact, a prominent player in the paper and plastics packaging industry in Southern Africa, plays a crucial role in recycling paper and cardboard while producing a range of packaging solutions, including corrugated cardboard containers and polystyrene trays for various sectors, most notably the food industry. Operating 20 manufacturing facilities and employing over...
Telemasters Holdings Limited (TLM) operates as a comprehensive provider in the telecommunications sector, offering a variety of voice, data, and cloud communications solutions. Its operational structure is organized into three primary divisions: voice, cloud PBX, and internet. The company encompasses several subsidiaries, each specializing in distinct areas of ICT...
Capitec Bank Holdings Limited (CPI), with its roots in PSG, has dramatically transformed the South African banking landscape, establishing itself as the largest bank in the country by customer numbers, with over 21.1 million clients. Its innovative approach to banking, characterized by affordable and accessible services, particularly for the previously unbanked...
Mondi, originating from South Africa, has evolved into a global powerhouse within the paper and packaging industry, with operations spanning 30 countries and employing around 26,000 individuals across approximately 100 sites. Its business encompasses the entire spectrum of packaging, managing forests, producing wood pulp, paper, and plastic films for a variety of...
Shoprite Holdings Limited, as Africa's preeminent grocery retailer and consumer goods company, has exhibited remarkable resilience and strategic acumen in navigating the complex landscape of the African retail sector. Despite the challenges posed by intense price competition, which has restricted the ability of supermarkets to pass on price increases to consumers,...
Shoprite Holdings Limited, as Africa's preeminent grocery retailer and consumer goods company, has exhibited remarkable resilience and strategic acumen in navigating the complex landscape of the African retail sector. Despite the challenges posed by intense price competition, which has restricted the ability of supermarkets to pass on price increases to consumers,...
Shoprite Holdings Limited (SHP), recognized as Africa's largest grocery retailer and consumer goods company, has navigated a complex retail environment marked by intense price competition that has historically constrained supermarkets from passing on price increases to consumers. Despite experiencing a significant downturn in its share price from a high of R275 in...
Sibanye Stillwater (SSW), under the leadership of Neal Froneman, has embarked on an aggressive expansion strategy, diversifying its portfolio from traditional gold and platinum mining operations in South Africa and America to include base metals and minerals, particularly those essential for "green" technologies like vehicle batteries. Froneman, renowned for his...
Premier, a prominent food producer, marked its entry into the public market through an initial public offering (IPO) on 24th March 2023, successfully raising R3.6 billion at a share price of 5382c per share. This strategic move, which saw it spun out from Brait (BAT), positioned Premier as an independent entity on the stock exchange, with Brait retaining a 47.1%...
Nedbank, recognized as the smallest of South Africa's five major banking institutions, boasts a client base exceeding 8 million individuals. Following its separation from Old Mutual on 10th October 2018, which included the latter selling its remaining stake, Nedbank has continued to carve out a distinct identity in the banking sector. For the fiscal year ending...
Curro Holdings Limited (COH), a premier private education provider in South Africa, has been a key player in the education sector since its inception, focusing on delivering quality education from early childhood development up to matriculation level. The unbundling of its tertiary division, which resulted in the separate listing of Stadio (SDO) on the...
Aspen Pharmacare Holdings Limited (APN), a leading pharmaceutical company, operates globally, distributing its products across 150 countries. The company's diversified product range targets various acute and chronic medical conditions, with a focus on thrombosis, anaesthetics, cytotoxics, and nutritionals. Aspen's extensive manufacturing footprint includes 25...
MAS Real Estate Inc. (MSP), a Real Estate Investment Trust (REIT) with a focus on the European and UK property markets, has established itself as a significant player in the real estate sector. Founded by Martin Slabbert and Victor Semionov, who are renowned for their expertise in European property and their successful venture with NEPI Rockcastle, MAS operates...
MultiChoice Group (MCG), a prominent entertainment company in Africa, has established itself as one of the fastest-growing pay-TV broadcast providers globally, boasting 21.1 million subscribers across 50 countries. With its subscriber base divided between South Africa (42% or 8.9 million) and the rest of Africa (58% or 12.2 million), MultiChoice's business model...
The operation in question, a joint venture between Glencore and Merafe, represents a significant presence in the ferrochrome industry, with the capacity to produce up to 2.3 million tons of ferrochrome annually. Merafe's stake in this venture entitles it to 20.5% of the proceeds, with the remainder accruing to Glencore. This collaboration underscores the strategic...