FinancialMail

Follow #FinancialMail for insightful, in-depth & hard-hitting business and finance news. Click the link in bio to read more 🔗

[FinancialMail @FinancialMail]

It [Lewis] might be the best-performing retailer on the JSE in recent times, but you wouldn’t necessarily know it were you to walk into one of its stores.

https://t.co/Rg3lwgsp9D

[FinancialMail @FinancialMail]

The resignation of UK prime minister Keir Starmer brings to light some of the paradoxes of democracy. It produces legitimacy based on the free votes of its citizens, yet legitimacy does not always mean that a government acts in the country’s best interests.

https://t.co/7wAMxM9QMW

[FinancialMail @FinancialMail]

Ismail Momoniat, who led South Africa’s campaign for removal from the Financial Action Task Force (FATF) greylist, says there’s a “significant risk” that the country will be back on it.

https://t.co/GK3YY8Ewmy

[FinancialMail @FinancialMail]

MARC HASENFUSS: SpaceX heads for a galaxy far, far away

It would have been huge for the JSE if South Africa-born tycoon Elon Musk had opted to dock Space Exploration Technologies Corp — or SpaceX — into the secondary listing platform on the local bourse.

#InvestorsMonthly

https://t.co/K5DKqZjfU4

[FinancialMail @FinancialMail]

New Spar CEO Reeza Isaacs has some work to do to turn around the financially and operationally distressed wholesale group.

However, the former CFO of Woolworths is mindful of the challenges ahead and has already offered an early diagnosis of what went awry at Spar.

#InvestorsMonthly

https://t.co/FwhHJMFvdN

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Founded as the investment arm of the South African Clothing & Textile Workers Union (Sactwu), HCI’s modern history began in 1997 when the old insurance holding company was repurposed into a vehicle for BEE initiatives by co-founders Copelyn (general secretary of Sactwu at the time and later an MP) and fellow labour-rights activist Marcel Golding (National Union of Mineworkers).

#InvestorsMonthly

https://t.co/a2GhTo0oxk

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Oliver Twist asked Mr Bumble (who oversaw ladling out the daily rations at the workhouse) for more gruel. “Please sir, can I have some more?”

Tiger Brands’ shareholders are seemingly like Oliver, but with less justification.

#InvestorsMonthly

https://t.co/4qEJf6oWe6

[FinancialMail @FinancialMail]

The share price of KAL Group, which has interests in agriculture and speciality fuel and convenience retail, has been ploughing a narrow furrow between R40 and R50 since 2022.

#InvestorsMonthly

https://t.co/D330B7bKLF

[FinancialMail @FinancialMail]

After a rip-roaring 60% rally in property share prices in the past three years, investors may well be looking for better value elsewhere.

#InvestorsMonthly

https://t.co/vuumHX4Bab

[FinancialMail @FinancialMail]

A victim of anaconda-sized disruption

Legacy media is a tough gig. The way content is delivered has changed fundamentally, creating a competitive arena that even the ancient Romans would be shocked by.

#InvestorsMonthly

https://t.co/3n8pk4jFZc

[FinancialMail @FinancialMail]

The stocks that get the most attention in a portfolio are usually the high-risk investments with the potential for explosive growth.

Defensive plays, which act as a happy medium somewhere between fixed income and pure equity risk, don’t get much time in the spotlight.

#InvestorsMonthly

https://t.co/E8rRdIlRWh

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Staffing companies such as Adcorp are highly sensitive to the macro cycle.

When businesses turn cautious, hiring is often one of the first casualties.

https://t.co/Q3aQbbSVme

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Over the past seven years, Lewis has grown headline earnings per share at a compound annual growth rate of about 25% and dividends at 21%, while also buying back substantial amounts of stock.

#InvestorsMonthly

https://t.co/yklBpU72yN

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Dipula Properties (DIB) recently reported solid interim results, which should leave shareholders happy with their holdings.

Drilling down into its main assets, one of its star performers is its retail division. After multiple positive tailwinds for South African consumers towards the end of 2025 and into early 2026, it is no surprise that retail leasing performance is doing well.

#InvestorsMonthly

https://t.co/i9MFJtlVuZ

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During the results webinar, CEO Glenn Gerber listed the various regions where Santova operates, with a recurring theme: it’s tough out there. In the year just gone, US tariffs caused a collapse in both volumes and freight rates, which hit all parts of the business.

#InvestorsMonthly

https://t.co/pzu6rJSWvL

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“The group sources from more than 800 international suppliers, holds more than 230,000 line items and serves roughly 30,000 active customers through 29 businesses and more than 130 branches. Hudaco doesn’t sell parts. It sells certainty…”

https://t.co/RvRTDFySED

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@SimonPB: A number to know backwards and forwards

Investing is all about the future, even though we only have historical information and a live price that reflects the immediate willingness of others to buy or sell an asset.

https://t.co/UM3P8LvvOO

[FinancialMail @FinancialMail]

After a 4,700% rally from its Covid lows in 2020 and an 81% gain over the past year, has the easy money already been made in construction specialist Stefanutti Stocks?

#InvestorsMonthly

https://t.co/fZwJ16MJac

[FinancialMail @FinancialMail]

When the cold sets in along the Garden Route and the rest of South Africa pulls on a jersey and stays home, Knysna does something completely different. It throws a party — and the guest of honour is an oyster.

https://t.co/epmInYGSDJ

[FinancialMail @FinancialMail]

BROKERS’ NOTES: Buy MTN, sell Prosus

Buy: MTN

MTN plans to cut R4bn-R6bn in costs by 2029 through AI- and tech-driven structural efficiencies to lift earnings amid weak economic growth.

https://t.co/xZtJDtjDj2