Metrofile Holdings, operating under the ticker MFL, is a prominent entity in the records storage and management, image processing, and backup industry. Since its listing in 1995, Metrofile has established a significant presence in its sector, boasting a 57.4% Black ownership. The Mineworkers Investment Company is a major shareholder with a 38.64% stake, while...
The Netcare Group, identified by its ticker NTC, is a prominent player in the healthcare sector, operating an extensive network of hospitals and medical response teams throughout South Africa and Lesotho. The group boasts fifty-nine hospitals, including four public/private partnerships, employs 22,000 people in South Africa, and offers 10,600 beds. Netcare 911,...
London Finance and Investment Group (LNF) is a UK-based entity specializing in management and finance operations across the UK, America, and Europe. The company is publicly traded on the London Stock Exchange (LSE) and is part of the Fledgling division on the Johannesburg Stock Exchange (JSE). In 2021, LNF held significant stakes in various companies, including...
MTN, a prominent mobile operator in emerging markets, serves a vast customer base of 290 million people, including 29 million in South Africa, across 19 countries in Africa and the Middle East. The company's substantial subscriber bases are primarily located in Iran, Nigeria, and South Africa. Like many in the mobile service industry, MTN faces intense competition...
Northam, identified by its ticker NPH, stands out as a fully empowered platinum mining entity operating within South Africa's Bushveld complex, navigating through a challenging legislative landscape marked by the introduction of the 3rd mining charter, viewed as less favorable for investments. Despite these hurdles, Northam distinguishes itself as possibly the...
Truworths, operating under the ticker TRU, is a notable retailer in the clothing, footwear, and accessories sector with a strong presence in Southern Africa and the UK, boasting listings on both the JSE and the Namibian Stock Exchange. A significant portion of its sales, approximately 70%, comes from South Africa and is credit-based, highlighting the importance of...
MultiChoice Group (MCG) is a preeminent player in the African entertainment sector, operating as one of the world's fastest-growing pay-TV broadcast providers. With a significant subscriber base spread across 50 countries, the company enjoys a robust presence in the market. The division of its 90-day subscriber base, with a substantial portion outside South...
KAP International Holdings is a diversified industrial entity in South Africa, with a portfolio that spans timber production, chemical manufacturing (including PET and related chemicals), bedding, automotive parts, and logistics. The company's strategic acquisitions, such as Safripol and Hosaf, have been consolidated into its polymers business, strengthening its...
Harmony Gold Mining Company Limited (HAR) stands as a notable example of a marginal gold mine within South Africa's mining landscape. The nature of marginal mines—where the cost of extraction is closely aligned with the prevailing gold price—renders Harmony particularly sensitive to fluctuations in the rand price of gold. This sensitivity often results in a...
Cashbuild, recognized as the leading retailer of building materials and related hardware in Southern Africa, focuses on the home improvements market. Given the economic downturn in Southern Africa, the company's strategy for growth has largely been centered around the expansion of its store network. This approach indicates Cashbuild's preparation for enduring the...
African Rainbow Minerals (ARI), under the leadership of Patrice Motsepe, is a diversified mining company with interests spanning across a wide range of minerals including platinum group metals (PGM), iron ore, manganese, chrome, coal, and copper. Additionally, it holds a significant stake of 12.2% in Harmony Gold. The speculation around a possible acquisition,...
AECI (AFE), a prominent player in the production of chemicals and explosives, has established a significant presence both within South Africa and internationally. Catering to a diverse range of industries including mining, water treatment, animal health, food and beverages, and the broader industrial sector, AECI has managed to spread its operational footprint...
Sasfin, a banking group with a focus on providing finance solutions for small businesses and high net-worth individuals, has been a part of the Johannesburg Stock Exchange (JSE) since 1987. The bank has made significant investments in digital platforms and acquisitions to enhance its offerings and reach. However, the share has been on a downward trend, which was...
RCL Foods, a significant player in the South African food, sugar products, and chicken market, is predominantly owned by Remgro with an 80.4% stake. The company boasts an array of renowned local brands, including 5 Star maize meal, Farmer Brown poultry, and Yum Yum peanut butter, positioning it as a key competitor against foreign imports across its product lines....
Motus (MTH) was spun off from Imperial Holdings and made its debut on the Johannesburg Stock Exchange (JSE) on 22nd November 2018. As a standalone entity, Motus operates a comprehensive motor vehicle business, with its activities spanning across South Africa, the United Kingdom, and Australia. The company is organized into four main divisions: import and...
Grindrod (GND) is an international freight and financial services company operating in twenty-eight countries. In mid-June 2018, Grindrod unbundled and separately listed its loss-making shipping division, Grinship (GSH), which explains the significant drop in share price at that time. Post-unbundling, Grindrod has concentrated on its two core divisions: freight...
Allied Electronics Corp, or Altron (AEL), is an information and communications technology company which was started by Bill Venter in 1965. It has recently been re-focusing on its core business and has sold its 80% stake in Powertech and its 100% subsidiary, Altech UEC (a developer of set-top boxes). Powertech was also sold to a BEE consortium. Altron is in the...
CA Sales listed on the JSE on 27th June 2022 and traded 34 deals on the day, opening at 505c and closing at 745c. The company supplies food, health, alcohol, and fast-moving consumer goods (FMCG) to a wide range of companies. It is involved in warehousing, distribution, marketing, and point-of-sale. In its results for the six months to 30th June 2023, the company...