South African Market Insights

​​Latest updates to our website

We take a look at the latest interim financial results published by PSG Konsult a financial services provider with R228 billion in assets under its management and 928 advisers.


​Our sister website takes a look at the latest earnings report of Levi Strauss, the worlds mot popular denim maker whose revenues topped over $1.4 billion in their last quarter.
We take a look at the Johannesburg Stock Exchange (JSE) trading statistics for the week ending 4 October 2019 and compare the numbers to that of a year ago. Foreigners sold a whopping R11.8 billion in SA listed shares last week.
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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.  
We take a look at the latest interim financial results published by Capitec Bank one of the largest retail banks in South Africa, with 12.6 million active clients
We take a look at the financial results for the year ended June 2019 of Spur Corporation (SUR), one of the leading restaurant and food franchise groups in South Africa.
We take a look at the latest trading update from Food Producer AVI (AVI).  The group's stock was punished hard earlier in the year after the release of their trading statement for the half year. Will the same happen after the release of their full year results?​
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.
We take a look at the Johannesburg Stock Exchange (JSE) trading statistics for the week ending 2 August 2019 and compare the numbers to that of a year ago. Foreigners were net sellers to the tune of R5 billion of SA listed shares during the last week, this over and above the R6 billion they sold the week before. Foreigners are running away from South Africa at a rapid rate
Poverty and inequality are two of the biggest issues in South Africa right now. So Statistics South Africa's latest national poverty lines including food poverty lines serves as a useful guide to show just how much money each person in South Africa requires to buy food (to survive) as well as the amount of money required to just get by with the bare basics in South Africa
South Africa's official unemployment rate now at the highest level recorded in recent history with it sitting at 29% for South Africa as a whole. The Eastern Cape has the highest unemployment rate of 35.4%



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