Equity Live

Equity Axis is an online financial media service platform focused on african markets offering real time stock quotes, news, analysis and data.

[EQUITY AXIS @EquityAxis]

Business News Highlights 25.03.26
*️⃣Zimbabwe Records 77% Surge in #Foreign #Currency Inflows in 2 Months
*️⃣ #Government Outlines #Fuel Cost Reduction Strategies Amid Price Surge
*️⃣RBZ Suspends #ZiG Payment Policy for Artisanal #Gold #Miners
*️⃣Central Bank Warns of Rising #Inflation in March-May Months
*️⃣ #Zimbabwe Maintains #Interest Rate at 35%, Highest in #Africa

[EQUITY AXIS @EquityAxis]

🎙️ Unpacking Zimbabwe’s Economic and Market Dynamics 📊
👉🏽 This week:
✨ Digital banking & AI surge
✨ ZiG reforms & state modernization
✨ Mining & energy upside
✨ Funding risks
✨ Informal trade reshaping market dynamics
📊 Key shifts shaping Southern Africa’s economic future
👉🏽 https://t.co/UMOOYyzH3h

[EQUITY AXIS @EquityAxis]

Government Outlines Fuel Cost Reduction Strategies, But the Ethanol Arithmetic Does Not Add Up
https://t.co/wh3WaD24hJ

[EQUITY AXIS @EquityAxis]

OK Zimbabwe administrator, Grant Thornton lays the rescue strategy to creditors.
"Our first objective is to stop the bleeding"

[EQUITY AXIS @EquityAxis]

Zimbabwe Introduces National Standard Price List: All Payments to Suppliers to Be Made in ZiG.
Beyond procurement reform, the NSPL serves as a massive "demand creation mechanism" for the local currency by mandating that all government payments settled solely in ZiG.

[EQUITY AXIS @EquityAxis]

Highlights 04.03.26
*️⃣ #Zimbabwe Surpasses Cereal #Planting Target for 2026
*️⃣ @Inn_Bucks Profit Tripples to 100 Mn, #Digital #wallet deposits plunge
*️⃣ @KavangoRes Pursues Legal Action After Default on #Nara #GOLD Project
*️⃣ #Global #diesel Prices Surge to Multi-Year Highs

[EQUITY AXIS @EquityAxis]

🎙️ *Unpacking Southern Africa’s Economic Shifts* 📊
👉 This week’s episode dives into:
✨ #Zimbabwe’s record #tobacco production & #AI’s role in industry
✨ Challenges at Tongaat Hulett & rising #copper extraction costs
✨ #China’s growing trade dominance vs #US protectionism
✨ Regional #currency stability & #visa policies’ impact on growth
✨ #Infrastructure #investment for future competitiveness
📊 Gain insights into the #geopolitical and economic forces shaping Southern Africa’s future!

[Equity Live @EquityLive]

Highlights 02.03.26
*️⃣ #Mineral Export Ban Threatens US$ 1Bn #revenue Hit
*️⃣ @ZSE_ZW Halts Trading @OKZimbabwe Shares
*️⃣ #Maize #Imports Ease Slightly to US$30 Mn
*️⃣ #Tobacco Season Opens, Record Output Projected
*️⃣ #OilPrices Rise Most in 4 Years

[EQUITY AXIS @EquityAxis]

#Gold “dipped” in January, but the signal is volatility, not weakness. ASM still delivered ~73% of volumes. Rain + seasonality + policy uncertainty can swing monthly #FX inflows fast. Who is underwriting that volatility #miners, #Treasury, or banks?

[EQUITY AXIS @EquityAxis]

Sibanye’s dividend is back after 3 years. That’s a balance-sheet signal, not a yield story. Cash generation is strong, leverage is down, and management is re-anchoring payout discipline despite lithium write-downs. What cycle are you underwriting here? @SIBSTILL

[EQUITY AXIS @EquityAxis]

https://t.co/XVMMRsrKUD

[EQUITY AXIS @EquityAxis]

Tigere’s 2025 wasn’t “growth.” It was a yield reset.
Two Q4 buys lifted NAV to ~$59.5m and pushed DPU +28% while staying debt-free.
The question is sustainability: can 97% occupancy hold as maintenance and tenant churn rise?

[EQUITY AXIS @EquityAxis]

Africa's largest Copper producer, First Quantum Mining, with an annual turnover of US5 billion, says its ore quality in Zambia has depleted significantly thus increasing costs (AISC). It said only innovation will save it. FQM is partnering ZCCM to explore new mining areas @MiningIndaba

[EQUITY AXIS @EquityAxis]

De Beers CEO said Puerto Rican rapper Bad Bunny who headlined last week's Super Bowl half time show was wearing Diamond jewellery from Botswana on the show. He said Taylor Swift's also wore diamond jewellery from Botswana on one of her sets. The CE had been asked if the Diamond shine will ever comeback. "Diamonds are forever" he quipped @MiningIndaba

[EQUITY AXIS @EquityAxis]

After shutting down its SA cigarrete plant, BAT has reported that its new category products, which are largely non combustible, including Vape, now contribute 20% to total revenue.

In 2025? the category's contribution to profit increased by 77% over the previous year.

[EQUITY AXIS @EquityAxis]

This week's issue of The Axis Top story :

Zim’s Biggest Constitutional Test Cabinet Rewrites the Rules
*️⃣IMF’s Staff Monitored Programme Explained
*️⃣Monetary Reset: ZiG-Kwacha Showdown
*️⃣Schweppes to Dominate Cordials
*️⃣Kuvimba Rewrites Mines' Rules

🔗 https://t.co/zg64Z37MMm

[EQUITY AXIS @EquityAxis]

Mutapa Mining Indaba Symposium! Tune in for @zidainvest CEO Mr Chinamo & @CBZHoldings CEO https://t.co/c5oJA9qc1H

[EQUITY AXIS @EquityAxis]

Mutapa Mining Indaba Symposium! Tune in for Hon. Dr. Eng. Polite Kambamura’s keynote on Zimbabwe’s mining future, blitz presentations from Mutapa entities’ CEOs, and a dynamic panel with industry leaders @MineralsMarket1 , @zidainvest https://t.co/5hT2fZsp49

[EQUITY AXIS @EquityAxis]

Botswana, a diamond producing powerhouse is dabbling collapsing Diamond prices & economic concentration risk. It is opening the economy through value addition & diversification. Today it showcases investment opportunities at the @MiningIndaba in Cape Town https://t.co/ZVyKIIsay5