TradingMzansi 🇿🇦

South African Stocks Trading Community #JSE $JSE - aggregating tips and advice to help people learn to trade and invest

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The Nasdaq 100 erases all gains and turns negative after falling over -2% in 30 minutes.

[StockWave @StockWaveNews]

JSE Analysts Price Targets

Most Upside Target:

Goldfields: +78.5%
Canal+ SA: +67.1%
Sibanye-Stillwater +42.1%

Most Downside Target:

Richemont: -8.2%
BHP Group: -1.9%

This is not financial advice and price targets should never be taken at face value - do your own research

[Trade With Congress @tradewithcong]

Following Trump's trades has never been an easier decision

Stocks he bought earlier this year:

- $DELL (~$5.1M)
- $INTC (~$280K)
- $SNDK (~$130K)
- Many others

Dell (his biggest gainer) is up ~239% so far
SanDisk trails with a gain of ~226%
Intel's up ~186%

And "many others" include some stocks that haven't "exploded" yet

Like $NOW (ServiceNow)

It's down -10% since his entry

The interesting part? He invested ~$5.4M into it

Making it one of his largest purchases in his latest disclosure

That's gotta mean something... right?

[Barchart @Barchart]

JUST IN 🚨: Gold falls below its 200-day moving average by the largest margin since 2022 📉📉

[The Kobeissi Letter @KobeissiLetter]

BREAKING: US oil prices crash below $70/barrel for the first time since March 1st.

[Smalltalkdaily Research @smalltalkdaily]

The Competition Commission has just approved the $JSEPMR Premier Group / $JSERFG Rhodes Foods Group deal

The CC sees no issues with the transaction. It’s now off to the Tribunal and as it’s uncontested, a decision may come in late Feb well in time from the original deal timeline indicated by Premier

Solid news for both parties

@smalltalkdaily selected #PMR in my top stocks of 2026 & the stock is off to a solid start +9.0% year-to-date

I also selected #PMR in my Top Stocks of 2025 at 6200 cents and in that year it’s returned +122%

[SABC News @SABCNews]

BREAKING NEWS: The Monetary Policy Committee (MPC) leaves the interest rate unchanged at 6.75%. For more visit https://t.co/TS6YUmN424

[StockWave @StockWaveNews]

Woolworths Trading Update for the 26 weeks ended 28 December 2025 (JSE: $WHL)

Headline Financial Highlights

🔹Group Turnover: +5.4% (+6.1% in constant currency)
🔹 Woolworths SA turnover: +6.8%, above market
🔹 Country Road Group sales: +2.3% (+2.5% comparable-store)

Earnings Guidance:

🔹HEPS: 163.5 – 171.1 cents (+7.0% to +12.0%)
🔹EPS: 159.5 – 171.8 cents (-30.0% to -35.0%)
Note: EPS decline is due to the base effect of the Bourke Street property sale in the prior period.

Operational Overview

Food (SA): Remains the defensive anchor with turnover +7.0% and comparable growth of +5.2%. Market share gains continued.

Woolies Dash: Delivered exceptional growth of 23.0%, now contributing 7.2% to SA Food sales.

Fashion, Beauty & Home (SA): Turnover +6.2%. Beauty (+8.9%) and Home (+14.0%) outperformed Fashion (+6.1%).

Country Road Group (Aus): Sales +2.3%. Trading was softer than expected in December after a strong Black Friday.

Financial Services: Book grew 1.8%; impairment rate of 6.4% remains sector-leading.

Capital Allocation

- Share Buybacks: 6.9 million shares repurchased during the period at an average price of R51.23.

- Investment: Midrand distribution centre expansion is progressing, though currently impacting GP margins due to depreciation.

[Investing.com @Investingcom]

⚠️BREAKING:

*SPOT GOLD SURGES ABOVE $5,500/OZ FOR THE FIRST TIME

[Karin Richards @Richards_Karin]

Karin Richards, my dear wife of 38 years has sadly passed away, she had been ill for a very long time and fighting hard but unfortunately can fight no more. I am sure you will all miss her posts as will I.
Her loving husband.
Kevin Richards

[StockWave @StockWaveNews]

Which 🇿🇦 JSE stocks would you rather buy?

Clicks or Dis-Chem
Pepkor or Mr Price
Standard Bank or FirstRand
Shoprite or Spar
MTN or Vodacom
Impala Platinum or Northam Platinum
AngloGold Ashanti or Goldfields
Discovery or Momentum
Growthpoint or Redefine Properties

comment your picks below

[StockWave @StockWaveNews]

TOP 5 BUYS IN THE EASYEQUITIES ZAR ACCOUNT FOR WEEK OF JAN 20 - JAN 26

1⃣ Anglogold Ashanti
2⃣ Satrix 40 ETF
3⃣ Sasol
4⃣ Satrix Resi ETF
5⃣ Satrix MSCI World ETF

[Investing.com @Investingcom]

⚠️PREDICT HOW THE STOCK MARKET WILL REACT TO TODAY'S FED RATE DECISION AND POWELL COMMENTS USING 1 WORD

[Rand Swiss @RandSwiss]

Sasol Q2 FY26: Fuel sales guidance ⬆️ 5-10%, gas production ⬇️ 0-5% below FY25. Natref strong, chemicals soft. Prax SA business rescue contained. The operating environment is challenging. #Sasol #EarningsUpdate #FY26 #EnergyMarkets #FuelSales #GasProduction #ChemicalsSector #SouthAfrica #MarketUpdate

[Martin Rodgers, CFA @SAValueInvestor]

Best value opportunity on the JSE right now and why?

[Business Explainer @businessXplain]

LEADERS DEMAND END TO BEE

South Africa’s Broad-Based Black Economic Empowerment (BEE) policy, now thirty years old, faces strong criticism during a government review.

Business leaders argue it has failed to create independent Black industrialists, instead benefiting politically connected individuals through stakes in existing firms.

One of the business leaders called for dedicated funds to support genuine new ventures.

The Department of Trade, Industry and Competition, led by Minister Parks Tau (pictured), proposes a R100-billion aggregated fund with private sector partners.

Critics question official ownership statistics and highlight ongoing fronting issues, while broader wealth gaps remain stark. The review seeks to balance transformation goals with investment needs.

Full story - https://t.co/2MYxnGY2rM

[EasyEquities @EasyEquities]

💸Dividends Coming Your Way This Week 💸

🇿🇦ZAR Account🇿🇦

▪️ Clicks
• Will be paying R6.48 per share.
• Last trading date – 20 January 2026
• Payment date – 26 January 2026

▪️ RFG Holdings
• Will be paying R0.70 per share.
• Last trading date – 20 January 2026
• Payment date – 26 January 2026

▪️ Primeserv Group
• Will be paying R0.35 per share.
• Last trading date – 20 January 2026
• Payment date – 26 January 2026

▪️ Lewis Group
• Will be paying R3.37 per share.
• Last trading date – 20 January 2026
• Payment date – 26 January 2026

▪️ Reunert
• Will be paying R2.93 per share.
• Last trading date – 20 January 2026
• Payment date – 26 January 2026

▪️ Netcare
• Will be paying R0.49 per share.
• Last trading date – 20 January 2026
• Payment date – 26 January 2026

🇺🇸USD Account🇺🇸

▪️ Lowes Companies
• Will be paying $1.20 per share.
• Last trading date - 20 January 2026
• Payment date - 04 February 2026

▪️ Colgate-Palmolive
• Will be paying $0.52 per share.
• Last trading date - 20 January 2026
• Payment date - 13 February 2026

▪️ CVS Health
• Will be paying $0.66 per share.
• Last trading date - 21 January 2026
• Payment date - 02 February 2026

▪️ Pfizer
• Will be paying $0.43 per share.
• Last trading date - 22 January 2026
• Payment date - 06 March 2026

▪️ Bank of New York Mellon
• Will be paying $0.53 per share.
• Last trading date - 22 January 2026
• Payment date - 05 February 2026

▪️ Gladstone Land Corp
• Will be paying $0.04 per share.
• Last trading date - 22 January 2026
• Payment date - 30 January 2026

▪️ Gladstone Investment Corp
• Will be paying $0.08 per share.
• Last trading date - 22 January 2026
• Payment date - 30 January 2026

▪️ Procter & Gamble
• Will be paying $1.05 per share.
• Last trading date - 22 January 2026
• Payment date - 17 February 2026

▪️ Invesco Mortgage Capital
• Will be paying $0.12 per share.
• Last trading date - 23 January 2026
• Payment date - 13 February 2026

▪️ Conagra Brands
• Will be paying $0.35 per share.
• Last trading date - 26 January 2026
• Payment date - 26 February 2026

▪️ Antero Midstream
• Will be paying $0.22 per share.
• Last trading date - 27 January 2026
• Payment date - 11 February 2026

▪️ Entegris
• Will be paying $0.10 per share.
• Last trading date - 27 January 2026
• Payment date - 18 February 2026

💡 Tip: Keep an eye on the last trading dates – dividends are like surprise top-ups for your portfolio.

https://t.co/MtDNuQ7Fdy | #EasyEquities

[Rand Swiss @RandSwiss]

It's out! @smalltalkdaily Anthony Clark reveals his top 10 small- and mid-cap stock picks for 2026 in his annual flagship session — a must-watch for South African equity investors.

In this webinar, Anthony unpacks:


• The key themes shaping his outlook for the year ahead
• Why certain stocks made the final cut
• Where he believes the market may be overlooking an opportunity

Watch the full recording here: https://t.co/4oQovR2a2v

#AnthonyClark #StockPicks #SouthAfricanStocks #SmallCapStocks #MidCapStocks #EquityInvesting #JSE #InvestmentInsights #MarketOutlook #RandSwiss

[Rand Swiss @RandSwiss]

ADvTECH's growth is fueled by expanding its schooling and tertiary education footprint in Africa, where learners pay in dollars and margins are higher. Expecting 16-20% growth.

Watch the full recording here: https://t.co/A308z8ztnu

#AnthonyClark #ADvTECH @smalltalkdaily

[Moneyweb News @Moneyweb]

[SPONSORED] The rand at around R16.41 to the US dollar this week is the strongest it’s been in years, hitting levels not seen since 2022 amid a remarkable rally. @FutureForexZA

https://t.co/hSKp0zaD5L