PDSnetSA

PDSnetSA

DRDGOLD, established in 1895, holds the distinction of being the Johannesburg Stock Exchange's (JSE) oldest listed company, a title it took over from SA Breweries, which was listed in 1897 and later acquired by Anheuser Busch. Currently, DRDGOLD specializes in surface gold treatment operations, boasting an all-in sustaining cost of extraction slightly over...

PDSnetSA

Transaction Capital (TCP) is a distinguished player in South Africa's financial sector with its three main divisions: minibus taxis, risk services, and a 75% stake in WeBuyCars. Its subsidiary, SA Taxi, leads in financing, insuring, and selling minibus taxis, effectively monopolizing the minibus taxi industry's value chain. Since its listing in June 2012, TCP...

PDSnetSA

Textainer, recognized as one of the global leaders in container leasing, operates a substantial fleet of 3.5 million twenty-foot-equivalent units (TEU). The company, dual-listed on the New York Stock Exchange and the Johannesburg Stock Exchange (JSE), provides a wide range of container types including dry freight, specialized, and refrigerated units to...

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Santam, recognized as South Africa's leading short-term insurer, commands approximately 22% of the market share. Distinct from engaging in endowment insurance, annuities, or investment insurance, Santam specializes in insuring assets such as buildings and vehicles, and protecting individuals against significant risks like income loss due to disability or death....

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Gold Fields, an international gold mining house, operates primarily with its challenging yet significant asset, the South Deep mine in South Africa. Acquired in 2006, South Deep has been a major focus for Gold Fields, which has invested R32 billion into making the mine profitable. Despite the mine's depth and technical complications, its vast unmined gold resource...

PDSnetSA

Cashbuild, the premier retailer in Southern Africa for building materials and related hardware, focuses on the home improvement market. Amid the current economic downturn in Southern Africa, Cashbuild's growth strategy primarily revolves around the expansion of its store network. This approach is a clear indicator of the company's intent to not only survive the...

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Cartrack, now operating under the name Karoo (KRO) since its international re-listing on 21st April 2021, is a global player in the vehicle recovery, insurance, telematics, and fleet management industry, with operations across twenty-four countries. Boasting an impressive 92% recovery rate, which it claims to be the industry's best, Karoo demonstrates strong and...

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Cognition Holdings, operating under the ticker CGN, is a conglomerate specializing in a variety of services ranging from agency-based payment systems and fax-to-email services to knowledge creation and management. The company positions itself as a multi-disciplinary entity offering a wide array of services to Fast Moving Consumer Goods (FMCG) companies, media, and...

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Calgro M3 Holdings, a developer of integrated residential properties, rental units, and memorial parks, was established in 1995 and made its debut on the Johannesburg Stock Exchange (JSE) in November 2007. The company specializes in acquiring suitable land for development and either sells or leases the developed residential or memorial park units. Calgro has...

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Insimbi, a diversified group, engages in manufacturing and supplying specialized products to the industrial sector. The company's operations encompass the sourcing, purchasing, packaging, and processing of ferrous and non-ferrous alloys, refractory and foundry materials, as well as plastic blow-moulding and injection moulding. Moreover, Insimbi is involved in...

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Sasol, a global powerhouse in the chemicals and energy sector, traces its origins to the oil-from-coal technology developed during South Africa's apartheid era. Approximately 50% of its profits are directly tied to the oil price, with significant growth ventures including its 50% ownership in the Lake Charles Chemical Project (LCCP) ethane cracker plant in...

PDSnetSA

Kumba Iron Ore (KIO), a premier iron mining operation, is predominantly owned (79%) by Anglo American. The company's share price experienced significant volatility, plummeting to R223 in March 2020 due to the COVID-19 pandemic, then recovering to R668 before dropping again after the March 2022 quarterly results. A key aspect of Kumba's operations is that exports...

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Kaap Agri, part of the KAL Group, is an agricultural company predominantly owned by Zeder, which itself is significantly held by PSG. The company operates more than 190 retail outlets, offering a diverse range of products and services primarily to the farming community. Kaap Agri's business is structured into seven divisions: Pakmark, which supplies packaging...

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Impala Platinum Holdings (Implats) ranks as the world's third-largest producer of platinum group metals (PGMs), navigating challenges including aggressive union actions and legislative uncertainties over the past seven years. The company's strategy, as stated by its CEO, focuses on developing a portfolio of long-life, low-cost, shallow, modern, mechanized mining...

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Curro, a leading private education group in South Africa, focuses on establishing and managing schools for children up to matriculation. Following the unbundling of its tertiary division, which became Stadio and was listed separately on the Johannesburg Stock Exchange (JSE) on 3rd October 2017, Curro has capitalized on the declining quality of government education...

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British American Tobacco (BTI) identifies itself as a "leading consumer goods company," a nuanced way of indicating its role as a major global producer and seller of cigarettes and related products. It ranks as the second-largest entity on the Johannesburg Stock Exchange (JSE), trailing only behind Naspers. In recent years, the cigarette industry has faced...

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Anglo American Platinum (AMS), also known as Amplats, stands as the world's second-largest platinum producer, trailing only Sibanye, and it generates a significant portion of the global platinum supply. Owned 77.62% by Anglo American, Amplats has pioneered a shift from deep-level mining to shallower, more mechanized operations in South Africa. Over the past five...

PDSnetSA

Sappi (SAP) is a global leader in the manufacturing of paper, dissolving wood pulp (DWP), and paper pulp, supplying products to over 150 countries. DWP, crucial for manufacturing clothing, packaging products, and various other applications, was identified as a future profit generator for Sappi. However, the price of DWP experienced a significant drop until 2021...