South African Market Insights

​​Latest updates to our website

SA's latest inflation rate for October 2019 came in at 3.7%. We cannot see how the South African Reserve Bank (SARB) monetary policy committee (MPC) will not cut interest rates tomorrow.

We take a look at a report published by Statistics South Africa, which covers the Coega special economic zone in more detail. The Coega Special Economic Zone is the largest Industrial Development Zone (IDZ) in Southern Africa

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We take a look at South Africa's trade with the rest of the world in September 2019. Who are we trading with and what are we trading with them? A worry for South Africa is the bulk of its exports is basic commodities and large chunk of its imports is manufactured goods.

We take a look at the latest financial results of Famous Brands (FBR), the struggling fast food, take-away and restaurant group that bought Gourmet Burger Kitchen (GBK) in the UK and has since written off hundreds of millions in GBK
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Our sister site covered the latest earnings report of Union Pacific, one of the biggest cargo train operators in the United States.


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​We take a look at the latest trading statement by Clicks Group in which it revised upwards their expected profits from an earlier announcement and based on the stock price reaction the market is loving it.​
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We take a look at the latest Monetary Policy Review presentation published by the South African Reserve Bank. And it doesn't paint a good picture at all for South Africa's economy, its government finances or the short term inflation expectations.​
We take a look at the Johannesburg Stock Exchange (JSE) trading statistics for the week ending 27 September 2019 and compare the numbers to that of a year ago.  
Woolworths doing what they do best, writing off more and more of their investment in David Jones, the Australian department store group. On the bright side is Woolworths Foods which keeps growing at rates a lot faster than the rest of Woolworths divisions. ​
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Our sister site covered the latest earnings report from Nike Inc and their results show that almost two thirds of Nike Inc. earnings comes from their footwear sales by far the bigger seller than their clothing and apparel division.
We take a look at the latest financial results from Exxaro in which the group announced a strong increase in their interim dividend as well as a special dividend which combined should see investors earn R17.61 in dividends (or around 13% dividend yield) for the interim period alone.

Advertisement (and yes South Africans can buy from Amazon as they ship to SA)

We take a look at the latest inflation numbers published for July 2019 by Statistics South Africa and it shows that there is very little to no demand pull inflation with inflation for durable goods 


Latest Financial Results for KAP industrial: We take a look at the full year financial results of KAP Industrial Holdings for the year end June 2019. ​KAP Industrial Holdings Limited (KAP) is a JSE-listed diversified industrial group consisting of industrial, chemical and logistics business

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​We take a look at the latest financial results of  City Lodge Hotel Group, the owner of City Lodge,  Town Lodge and Road Lodge. They have a massive footprint in the cheap to middle cost hotel and motel offerings in South Africa.​
SASOL (SOL) shares plunge after they announce the delay of their financial results, largely due to continued issues at the Lake Charles Chemicals Project (LCCP) in the USA.
We take a look at the latest financial results of Truworths International, one of the biggest clothing and fashion retailers in South Africa, and we believe the sell off in the shares caused by issues in the UK operations has created a great buying opportunity for patient long term investors.


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We take a look at the latest financial results of entry level private school group, Curro Holdings and find while their learner numbers are growing there is a slow down in the growth rate and a worrying increase in their gearing levels. But we believe that they still offer great long term value for investors willing to hold on during their expansion phase (which is costing a lot of money).


Is South Africa seen as a commodity dependent country? Most people would probably say yes, but when looking at the numbers we are not classified as a commodity dependent country.

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We take a look at an article published by United Nations Conference on Trade and Development (UNCTAD) that shows that South Africa stands to gain significantly from a no deal Brexit, should it take place (their estimate shows SA stands to gain $3.1 billion).

As the saying goes one man's trash is another mans treasure. This certainly holds true in this case as chaos in Europe and UK could lead to substantial gains for South Africa.
We take a look at the latest financial results released by MTN this morning. And based on the results we believe at their closing price of R112.70 yesterday they are about 10% overvalued at this point in time. So we expect to see MTN shares drop a little in coming weeks.

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