SOUTH AFRICAN MARKET INSIGHTS - Home Page

SOUTH AFRICAN MARKET INSIGHTS

Latest updates to our website:

We take a look at the latest update released by SASOL (SOL) yesterday in which it said its Lake Charles Chemicals Project (LCCP) in the USA will cost an estimated $1.1billion more than originally thought. The shares plunged and the stock had it's second worst day in the last 29 years of trading according to twitter user Johann Biermann (@JohannBiermann1)

Have you ever wondered what the value of goods transported on land in South Africa (be it road or rail) is? Or ever wondered how many people in South Africa uses the bus a taxi each month? We take a look at the latest numbers as publish by Statistics South Africa (Stats SA).

We take a look at food producing group Pioneer Food's financial results for the interim period ending March 2019. Pioneer Foods has seen a significant decline in its share price in recent months from a share price that was trading around R140 a share at the beginning of 2018, its now almost half that price trading at R78.45 a share at the time of writing this review of their financial results

Based on the success of some of our other dedicated pages such as South Africa's GDP and South Africa's Manufacturing industry, we have decided to create a page dedicated to statistics and information relating to South Africa's mining industry.

We take a look at the latest Quarterly Labour Force Survey (QLFS) results which shows that South Africa's official unemployment rate has increased from 27.1% in fourth quarter of 2018 to 27.6% in the first quarter of 2019. So unemployment rate is up, but even more concerning is the fact that 3.4 million youths are not in employment, education or training.

We take a look at data and graphics released by the IMF and we wonder whether it points to markets being overpriced, or are world markets expecting ever higher returns on investments which leads to higher valuations than say 25 or 30 years ago.

We take a look at the latest world economic outlook as published by the IMF and highlight high level observations and comments made in the 216 page document.

We updated our South Africa vs Africa page with the latest inflation expectations for various African countries from the IMF.

Have you ever wondered what the main dwelling types are people in South Africa are living in? How many households stay in houses, townhouses, flats, informal dwellings? We take a look at these numbers based on the results from the General Household Survey (GHS) for 2017

We take a look at Peregrine Treasury Services' weekly market wrap, which beautifully summarises global and local political as well as equities related news. Well worth the read for those interested or active in the markets.

We take a look at a few SENS announcements from MultiChoice, Sun International and Trencor regarding major shareholders of their shares.

We take a look at the latest Corospondent Newsletter published by Coronation Asset Managers, and focus on their views of South Africa's economy and its economic policies.

We take a look at the PE ratio of the JSE All Share Index over time and find that while it hardly moved from February 2019 to March 2019, the longer term trend in the JSE All Share PE ratio is still pointing downwards and that the current PE ratio is closed to the average PE ratio of the JSE All Share Index since the start of 2011.

We take a look at the latest fuel prices announced by the department of energy and it seems the decline in our fuel prices were short lived. With higher international crude oil prices and a weaker Rand the fuel prices are on the uptick again. And sadly for South African consumers the bad news doesn't end there. With new fuel levy and road accident fund increases to be slapped on the April 2019 petrol price to.

We take a look at a report published by Statistics South Africa which aims to measure the extent of South Africa's food security. Food security has become a hot topic ever since the expropriation of land without compensation hit news headlines.

Related Content:

Newsletter Subscription: