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South African Market Insights

Latest updates to our website:

We take a look at the interim financial results announced by industrial holdings group, KAP. While they do have a wide variety of assets in various sectors that might not have anything to do with one another, they do hold quality assets and is worth a punt at current prices.

We take a look at the latest set of financial results from Curro Holdings. The private schools group had 51 000 learners as at the end of 2018, and in 2019 expect to have 57 000 learners on their books. They also announced their maiden dividend today.

We take a look at the latest trading update from SPAR, and based on the numbers reported it looks like the group will buck the trend of local retailers whose share prices got hammered after releasing trading update. SPAR's numbers looks pretty good.

We take a look at the latest unemployment rate numbers as published by Statistics South Africa and we break the numbers down per province, and find Limpopo has the lowest unemployment rate and Eastern Cape the highest.

We take a look at the trading stats on the JSE for the week ending 1 February 2019 and find the JSE total market cap of all shares listed on the JSE is down a whopping 15.6% from R15.27 trillion a year ago to R12.927 trillion currently.

In this update we take a look at the latest trading update published by SASOL. And the market is not liking what SASOL has to say in their latest trading update. The price is down 5.9% since the updated trading statement.

We take a look at the budget allocation of South Africa's various national government departments.

We updated our Fiscal Policy page and we show that government has collected less in sin taxes from beer than what they would have expected to have collected during the 9 months for the 2018/2019 fiscal year for which data is available

Ever wondered how South Africa's manufacturing industry compares to that of the USA? From a size perspective obviously the US manufacturing industry is a lot bigger than that of South Africa's. But is the US manufacturing industry running at full speed? Or at half speed? And how does their use of total capacity compare to that of South Africa?

We take a look at AAPL's share price history since the start of 2018 and focus on what its moving averages are saying about the short to medium direction it shares might possibly take.

We take a look at the SENS announcement from Clover, stating they have received an offer from Milco to buy out all Clover shareholders at R25 a share.

We take a look at the customs data as released by the South African Revenue Service (SARS) for the year 2018. Just how much did we import and export during 2018 to and from Singapore, South Korea and Taiwan?

We take a look at South Africa's trade with the rest of the world for the year 2018. And the bulk of South Africa's imports come from China, and the majority of our exports are heading to China too.

We take a look at the trading update brought out by Spur Corporation (SUR), and in the update it looks like the star of Spur Corporation in recent years, Rocomamas is starting to feel the consumer pinch.

We take a look at Caterpillar (NYSE:CAT) latest financial results for year ending December 2018. And its not surprising that the market is punishing its share price. The dividend announced is poor considering the profits made.

We compare the average taxable income of municipalities located in the Western Cape and Gauteng and find that the City of Johannesburg has the highest average taxable income, closely followed by Stellenbosch.

We take a look at the trading update released by the Food producer group AVI, whose brands include I&J, Baker's, Five Roses Tea. And the market is not liking the trading update released by AVI, and the share price is getting punished.

We compare the inflation rate of various snacks consumed in South Africa and find that Biltong has an inflation rate a lot higher than some of the other snacks such as savoury biscuits and chocolate slabs.

We take a look at the announcement made by Naspers and Multichoice regarding the unbundling of MultiChoice shares to Naspers shareholders. The group will be valued at around R94.8 billion or 21 largest share listed on the JSE.

We compare the inflation rate of white bread, brown bread and bread rolls over time in South Africa and find that bread rolls prices increase a lot faster than that of white and brown bread.

We take a look at the latest numbers from the Annual Financial Statistics (AFS) survey published by Statistics South Africa (Stats SA). In this article we will focus on the security costs as a percentage of total income earned by firms. Which industries or sub industries pays the highest percentage of total income earned on security?

In this article we take a look at the year on year inflation rates from January 2018 to October 2018 as published by Statistics South Africa (Stats SA) on a curved bar chart. Wondering if South Africa's inflation rate is increasing?

In this article we take a look at the different sectors in South Africa's economy and the growth of each sector over the last 20 years on a radar timeline chart. While the agricultural sector makes up a very small part of South Africa's overall GDP (around 2.5%) it is prone to severe swings in growth rates largely driven by the behaviour of mother nature.

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