Investors Monthly

South Africa’s pharmacy groups Clicks and Dis-Chem are locked in an aggressive battle for market share, using revamped loyalty programmes and deep discounting to win over cash-strapped consumers.

There have been few classic 10-bagger stocks on the JSE in recent times. One mostly missed by many mainstream institutional investors is diversified industrials small cap Argent.

In Latin America, Mercado Libre is showing how a marketplace retailer can expand into fintech and banking. It’s a strategy for relative winners, and closer to home Pepkor is well positioned to develop this market opportunity.

The Raubex share price has risen 15% year-to-date and 30% since the start of December last year as the market anticipated the earnings recovery.

With the delisting of Balwin Properties, a dozen or more underappreciated — perhaps misunderstood — small-cap stocks warrant attention as potential ‘special situation’ plays

Spar shot itself in the foot with its offshore strategy, but locally just about everything that could go wrong, did go wrong. The market is disappointed at the latest CEO appointment, among other things. It's possibly a good time to sell

New vehicle sales in South Africa have recovered to levels last seen a decade ago, but the recovery is not lifting all dealerships equally.

Both Advtech and Stadio, the two main private education counters still on the JSE, boast good recent earnings and investor returns. But IM finds there’s more to like about AdvTech

Lessons from past wars can help investors make rational decisions in times of global conflict and uncertainty

The star of the show in existing growth is Cashbuild South Africa, which contributes 82% of group revenue. Growth of 7% in the third quarter is a significant acceleration vs 2% in the first six months of the year.

A simpler model with less volatility and no fresh offshore adventures has helped Truworths remain resilient where its peers have faltered

The renewable natural gas producer has lost roughly 85% of its value since listing, turning what was a decarbonisation growth story into an investment case shaped by volatile environmental credits, project development risks and governance concerns.

Since the war in Iran started, managers have grown more concerned about energy import vulnerability in Europe and parts of Asia. These factors have necessitated a shift in focus to resilience and inflation protection.

JSE-listed motor retailer Combined Motor Holdings (CMH) had a good year as declining interest rates led to speedy new passenger vehicle sales.

Despite Reunert's disappointing earnings in 2024 there is potential in the defence sector to increase growth.