#  @StockWaveNews StockWave StockWave posts on X about platinum, gold, in the, stocks the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1931938827788222464/interactions)  - [--] Week [------] +64% - [--] Month [-------] +123% - [--] Months [---------] +528% ### Mentions: [--] [#](/creator/twitter::1931938827788222464/posts_active)  - [--] Week [---] -6.40% - [--] Month [---] +32% - [--] Months [-----] +100% ### Followers: [-----] [#](/creator/twitter::1931938827788222464/followers)  - [--] Week [-----] +0.61% - [--] Month [-----] +18% - [--] Months [-----] +585% ### CreatorRank: [---------] [#](/creator/twitter::1931938827788222464/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 65.46% [stocks](/list/stocks) 29.9% [technology brands](/list/technology-brands) 11.86% [cryptocurrencies](/list/cryptocurrencies) 9.79% [countries](/list/countries) 7.73% [exchanges](/list/exchanges) 3.61% [financial services](/list/financial-services) 2.58% [currencies](/list/currencies) 2.06% [automotive brands](/list/automotive-brands) 2.06% [luxury brands](/list/luxury-brands) 1.03% **Social topic influence** [platinum](/topic/platinum) #991, [gold](/topic/gold) 13.4%, [in the](/topic/in-the) 9.79%, [stocks](/topic/stocks) 8.25%, [strong](/topic/strong) 6.7%, [british american tobacco](/topic/british-american-tobacco) #6, [dividend](/topic/dividend) #1129, [south africa](/topic/south-africa) 5.67%, [investment](/topic/investment) 5.67%, [share](/topic/share) 4.64% **Top accounts mentioned or mentioned by** [@eugenechemaly](/creator/undefined) [@alechogg](/creator/undefined) [@biznewscom](/creator/undefined) [@thapeloboyza](/creator/undefined) [@dude_from_south](/creator/undefined) [@rmasomo](/creator/undefined) [@yungdontrust](/creator/undefined) [@simplyext](/creator/undefined) [@maderjc](/creator/undefined) [@drdhiven](/creator/undefined) [@fediza](/creator/undefined) [@say_what_190](/creator/undefined) [@bonganindlovu9](/creator/undefined) [@ianjacobs5](/creator/undefined) [@indexfundguy50](/creator/undefined) [@da_zuks05](/creator/undefined) [@crcouve](/creator/undefined) [@meidogo404](/creator/undefined) [@khumbulani](/creator/undefined) [@theunissenshaun](/creator/undefined) **Top assets mentioned** [British American Tobacco (BTI)](/topic/british-american-tobacco) [BHP Group Limited (BHP)](/topic/$bhp) [Microsoft Corp. (MSFT)](/topic/microsoft) [Validity (VAL)](/topic/$val) [Coldstack (CLS)](/topic/$cls) [GE Vernova Inc. (GEV)](/topic/$gev) [Netflix Inc (NFLX)](/topic/$nflx) [Meta Platforms, Inc. (META)](/topic/meta-platforms) [Tesla, Inc. (TSLA)](/topic/tesla) [Crowdstrike Holdings Inc (CRWD)](/topic/crowdstrike) [Vail Resorts, Inc. (MTN)](/topic/$mtn) [Morgan Stanley (MS)](/topic/morgan-stanley) [Cullen/Frost Bankers, Inc. (CFR)](/topic/$cfr) [Agilon Health, Inc. (AGL)](/topic/$agl) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Iris Energy Limited (IREN)](/topic/$iren) [OUTFRONT Media Inc. (OUT)](/topic/$out) [DCP Midstream, LP. (DCP)](/topic/$dcp) [Exxon Mobil (XOM)](/topic/exxon-mobil) [Arista Networks Inc (ANET)](/topic/$anet) ### Top Social Posts Top posts by engagements in the last [--] hours "ETF Guide for South Africans RT and share if it helps Major Indices ETFs Satrix Top [--] $STX40 Satrix S&P500 Feeder $STX500 Satrix Nasdaq [---] Feeder $STXNDQ Sygnia Euro Stoxx [--] $SYGEU Satrix MSCI China $STXCHN Sygnia MSCI Japan $SYGJP Top Technology ETFs 1nvest S&P500 info tech $ETF5IT iShares expanded tech software $IGV Sygnia itrix fang .ai actively managed $SYFANG South Africa Sectors Satrix industrial [--] $STXIND Satrix Financial [--] $STXFIN Satrix Resource [--] $STXRES Satrix Healthcare $STXHLT Satrix Property $STXPRO Commodites Platinum $ETFPLT $NGPLT Gold $ETFGLD $GLD Palladium $ETFPLD" [X Link](https://x.com/anyuser/status/1955995226759188776) 2025-08-14T14:09Z [----] followers, [----] engagements "If you are a young South African but don't know where to start with investing Here's what I would do: [--] Easy Steps: [--]. Open an EasyEquities account [--]. Go onto moneyweb and investing .com to read about basic news happening. [--]. Watch Stock Watch on Business Day TV youtube channel. [--]. Invest in my TFSA account every month in a main index ETF such as Satrix S&P500 or Satrix Top [--]. [--]. Try add to or buy [--] stock or ETF each month. (RT and Share to help other South Africans out there) #EasyEquities #Satrix #TFSA" [X Link](https://x.com/anyuser/status/1958791439275418039) 2025-08-22T07:20Z [----] followers, [----] engagements "Sasol Financial Results for the Year Ended [--] June [----] (JSE: $JSESOL) (NYSE: $SSL) 🔹Revenue: R249bn 9% (oil price & refining margin pressure). 🔹Adj. EBITDA: R51.8bn 14%. 🔹Free cash flow: R12.6bn 75%. 🔹EPS: R10.60 vs. -R69.94; HEPS 93% to R35.13. 🔹Net debt: R65bn 13%. 🔹No dividend (debt above policy trigger). 🔹Impairments eased to R20.7bn from R74.9bn. Outlook: Focus on cost discipline emissions roadmap & capital allocation. Market still volatile but cash flow strength improves balance sheet flexibility. https://twitter.com/i/web/status/1959847149362979222" [X Link](https://x.com/anyuser/status/1959847149362979222) 2025-08-25T05:15Z [----] followers, 11.2K engagements "My brother is smashing it in his TFSA He can sleep at night not worrying about his investments while they make him money and he can focus on engineering 📈 #EasyEquities #Satrix" [X Link](https://x.com/anyuser/status/1968240708571046171) 2025-09-17T09:08Z [----] followers, 10.3K engagements "Here is my ETF guide for South Africans that are starting out in investing and dont know where to look 📊 Note: all these ETFs can be bought on EasyEquities RT & Share for more" [X Link](https://x.com/anyuser/status/1968602024116674798) 2025-09-18T09:04Z [----] followers, 18K engagements "Saving R80 a day = R30 [---] per year Let that sink in" [X Link](https://x.com/anyuser/status/1974912557325635708) 2025-10-05T19:00Z [----] followers, [----] engagements "StockWave Investment Challenge Prize Money: 🥇1st Place: R1000 🥈2nd Place: R500 Key Dates: 🔹Entry (Free): [--] October - [--] October [----] 🔹Start Date: [--] October [----] 🔹End Date: [--] December [----] 🔹Results: [--] December [----] Information: Over the [--] days to enter you must comment one stock/ETF that you believe will perform the best over the period [--] October to [--] December [----]. The top [--] best performing stock/ETF will be eligible for the prize money. How To Enter (Requirements): 🔹Follow @StockWaveNews 🔹RT This Post 🔹Comment your one stock/ETF pick Why Are We Doing This This challenge is" [X Link](https://x.com/anyuser/status/1975063330432688585) 2025-10-06T04:59Z [----] followers, 18.7K engagements "Top [--] best performing funds in South Africa. Read the full story here https://www.moneyweb.co.za/investing/equities/stunning-returns-from-unit-trusts-and-etfs/ https://www.moneyweb.co.za/investing/equities/stunning-returns-from-unit-trusts-and-etfs/" [X Link](https://x.com/anyuser/status/1975091044275609954) 2025-10-06T06:49Z [----] followers, 45.3K engagements "We're up + 30% on Anglo American $AGL since we bought here and I still think we're in the early days of the Copper cycle. I don't expect any short term run like we see in gold and platinum but rather staircase higher over the coming years as Copper demand will likely stay strong. The recent strength in Anglo is more from good management and their deal with Teck Resources $TECK as well as the unbundling of Anglo Platinum (now Valterra Platinum $VAL) which has made Anglo American a more pure Copper play. I continue to be positive on Anglo American and hope to add more on weakness. Bought Anglo" [X Link](https://x.com/anyuser/status/1976203537768927378) 2025-10-09T08:30Z [----] followers, [----] engagements "Calgro M3 Holdings Limited Unaudited Condensed Consolidated Interim Results (H1 FY26) for the six months ended [--] August 2025: JSE: $CGR Earnings Summary (vs H1 FY25 restated) 🔹Gross profit margin: 29.43% stable (vs 29.57%) 🔹Net asset value (NAV): R15.82/share 6.4% 🔹Net debt-to-equity: [----] (vs 0.65) 🔹EPS: 83.0c 17.8% 🔹HEPS: 82.9c 17.8% 🔹Dividend: Nil (vs Nil) Key Points 🔹Results reflect short-term revenue and profit pressure due to capital reallocation to the Bankenveld District City project - revenue recognition deferred pending public-sector agreement finalisation. 🔹Gross margins" [X Link](https://x.com/anyuser/status/1977608982161129847) 2025-10-13T05:34Z [----] followers, [----] engagements "List of all entries with the appropriate stock and entry price @StockWaveNews Would be interesting to see a compiled list of all the names that were picked. @StockWaveNews Would be interesting to see a compiled list of all the names that were picked" [X Link](https://x.com/anyuser/status/1977684260942172584) 2025-10-13T10:34Z [----] followers, [----] engagements "One of the best performing ETF's on EasyEquities in the last [--] weeks is EasyETFs AI World Actively Managed ETF $EASYAI I didn't even know what this ETF was so here is a breakdown: Description: This actively managed ETF aims for long-term capital growth by investing globally in companies set to profit from the development and use of AI. The fund uses a research-driven thematic and quantitative approach to select AI innovators while maintaining flexibility across a diverse range of permitted assets. Top [--] Holdings: [--] Nvidia $NVDA 6.82% [--] Credo Technology $CRDO 6.77% [--] AppLovin Corp $APP 6.26%" [X Link](https://x.com/anyuser/status/1979452486667632988) 2025-10-18T07:40Z [----] followers, 16.6K engagements "Sygnia Itrix FANG. AI Actively Managed ETF (JSE: $SYFANG) Description: The objective of the Sygnia Itrix Actively Managed ETF is to provide a simple vehicle to investors who wish to gain investment exposure to companies that use advanced technologies to acquire and retain users including industry-disrupting technologies such as artificial intelligence large language models cloud storage big data social media and e-commerce tools. The holdings of this actively managed portfolio depend on a number of factors including the underlying benchmark the NYSE FANG+Index (although the portfolio is not" [X Link](https://x.com/anyuser/status/1979854613973995797) 2025-10-19T10:18Z [----] followers, [----] engagements "SA Inc Performing Today Woolworths Holdings +4.70% Pepkor +3.80% Investec +2.81% Growthpoint Properties +2.28% Nedbank +2.25% Mr Price +2.20% Shoprite +2.15% Capitec +2% FirstRand +2% Clicks +1.65% https://twitter.com/i/web/status/1980274005627048125 https://twitter.com/i/web/status/1980274005627048125" [X Link](https://x.com/anyuser/status/1980274005627048125) 2025-10-20T14:04Z [----] followers, [----] engagements "(JSE: $TFG) The Foschini Group Trading Update for the six months ended [--] September [----] (H1 FY2026): Earnings Guidance Earnings per Share (EPS) and Headline EPS (HEPS) expected to be 20-25% lower year-on-year. 🔹Basic EPS: 276.2294.6 cents (vs 368.3c). 🔹Basic HEPS: 278.7297.3 cents (vs 371.6c). Decline driven by: Margin pressure higher finance costs and weak SA and Australian trading conditions. Group Overview 🔹Group sales: 12.7% to R29.2 billion ( 3.5% excluding White Stuff). 🔹Online sales: 55.3% now 14.7% of total retail sales (vs 10.7% in H1 FY2025). 🔹TFG Africa online sales 40.2%" [X Link](https://x.com/anyuser/status/1980562967503450462) 2025-10-21T09:13Z [----] followers, 13.6K engagements "The Foschini Group falls -12% today after guiding EPS and HEPS lower by 20-25% year-on-year. This has lead to a sell off in the broader retail market: Mr Price -4.30% Pepkor -4.20% Truworths -3.20% Woolworths -3.10% Lewis Group -2% Boxer -1.80% Dis-Chem -1.50% (JSE: $TFG) The Foschini Group Trading Update for the six months ended [--] September [----] (H1 FY2026): Earnings Guidance Earnings per Share (EPS) and Headline EPS (HEPS) expected to be 20-25% lower year-on-year. 🔹Basic EPS: 276.2294.6 cents (vs 368.3c). 🔹Basic HEPS: https://t.co/UkYmBMQhjA (JSE: $TFG) The Foschini Group Trading Update" [X Link](https://x.com/anyuser/status/1980565443082403947) 2025-10-21T09:22Z [----] followers, 23.6K engagements "Top [--] Buys in EasyEquities TFSA Account for the Week Oct [--] - Oct [--] [--] Satrix S&P500 ETF [--] Satrix MSCI World ETF [--] Satrix Resi ETF [--] Satrix Nasdaq [---] ETF [--] Satrix [--] ETF" [X Link](https://x.com/anyuser/status/1980901843539546282) 2025-10-22T07:39Z [----] followers, [----] engagements "Clicks Group Limited reviewed annual results for the year ended [--] August [----] (JSE: $CLS) Headline Financial Highlights (FY2025) 🔹Group turnover: R47.8 billion (+5.3%) 🔹Retail turnover: +6.0% (ex-Unicorn +7.0%) 🔹Trading profit: R4.7 billion (+12.1%) 🔹Trading margin: 9.8% (+60 bps) 🔹Diluted HEPS: [--] [---] c (+14.1%) 🔹Total dividend: [---] c (+14.2%) payout ratio 65% 🔹ROE: 49.2% - Cash generated by operations: R6.6 billion - Capital expenditure: R985 million (mainly new stores IT and supply chain) - Shareholder returns: R2.7 billion (R1.9 billion dividends + R751 million buybacks)" [X Link](https://x.com/anyuser/status/1981254769214726233) 2025-10-23T07:02Z [----] followers, [----] engagements "R1000 in the Satrix Industrial [--] ETF (JSE: $STXIND) will buy you: Naspers - R2375 MTN - R1025 Prosus - R783 British American Tobacco - R706 Richemont - R617 Bidcorp - R583 Shoprite - R52 Anheuser-Bush Inbev - R361 Pepkor - R361 Clicks - R336 Other - R2333 https://twitter.com/i/web/status/1983100978535571515 https://twitter.com/i/web/status/1983100978535571515" [X Link](https://x.com/anyuser/status/1983100978535571515) 2025-10-28T09:18Z [----] followers, 18.6K engagements "SA Inc Today 🔹Banks ABSA: +3% Standard Bank: +2.80% Nedbank: +2.60% Investec: +2.40% FirstRand: +2.15% Capitec: +1.20% 🔹Retail Bidvest: +3% Clicks: +2.70% Woolworths +2.30% Shoprite: 2.16% MTN: 2% Pepkor: +1.65%" [X Link](https://x.com/anyuser/status/1983109974818730349) 2025-10-28T09:53Z [----] followers, [----] engagements "Here's Another: R1000 in the Satrix Dividend Plus ETF (JSE: $STXDIV) will buy you: Investec - R72.8 Nedbank - R54.2 Absa - R50.5 Truworths - R49.9 Kumba Iron Ore - R43.7 Exxro Resources - R41.2 Standard Bank - R39.3 Old Mutual - R38.4 Ninety One Lim - R37.3 Ninety One Plc - R36.7 Other - R464 I really enjoy these types of breakdowns 👌🏾 I really enjoy these types of breakdowns 👌🏾" [X Link](https://x.com/anyuser/status/1983188478239047773) 2025-10-28T15:05Z [----] followers, 46.8K engagements "Here are Popular Brokers for South African Retail Investors Easy Equities 🔹By far the biggest retail broker in SA. 🔹Fractional investing low minimums user-friendly app. 🔹 Best option for a new investor SatrixNOW 🔹Direct platform for Satrix ETFs 🔹Simple and low-cost way to build ETF portfolios. WebullZA 🔹 App-based broker with commission-free access to US stocks and ETFs. 🔹Offers fractional shares so you can start with small amounts. Give access to the options market. 🔹User-friendly platform designed for everyday retail investors. (Note: WebullZA only offers JSE stocks through OTCs)" [X Link](https://x.com/anyuser/status/1983421494957867378) 2025-10-29T06:31Z [----] followers, [----] engagements "Best Dividend Stocks/ETF's listed on the JSE (No Specific Order) Satrix Dividend ETF: $STXDIV 🔹Dividend Yield: 5.4% 🔹Top [--] Holdings: Investec Nedbank ABSA Truworths Kumba Iron Ore Satrix Property $STXPRO 🔹Dividend Yield: 6.62% 🔹Top [--] Holdings: Fortress Real Est Growthpoint Properties Nepi Rockcastle Redefine Properties Higher Yield Riskier Stocks 🔹Exxaro - 10% dividend yield 🔹Thungela Resources - 17% dividend yield 🔹Kumba Iron Ore - 10.50% dividend yield 🔹Truworths - 8.80% dividend yield 🔹Sun International - 10.40% dividend yield 🔹Coronation Fund Managers - 8.60% dividend yield" [X Link](https://x.com/anyuser/status/1983799339815157954) 2025-10-30T07:33Z [----] followers, [----] engagements "R1000 in the Satrix Top [--] (JSE: STX40) will buy you: Naspers - R138.8 Gold Fields - R90.2 AngloGold Ashanti - R60.3 FirstRand- R55.5 Prosus - R45.8 Standard Bank - R43.5 Capitec Bank - R41.9 Valterra Platinum - R37.9 MTN Group - R35.8 Anglo American - R29 Other - R421.3" [X Link](https://x.com/anyuser/status/1984149458679165125) 2025-10-31T06:44Z [----] followers, 11.8K engagements "I want to make a new improved ETF guide What would you like to see changed/added" [X Link](https://x.com/anyuser/status/1985245656944877644) 2025-11-03T07:20Z [----] followers, 19.5K engagements "This will be the new formatting and I will turn the finished ETF guide into a comprehensive PDF with more headings more information - If there is something missing let me know I want to make a new improved ETF guide What would you like to see changed/added https://t.co/i5wAsWdNRl I want to make a new improved ETF guide What would you like to see changed/added https://t.co/i5wAsWdNRl" [X Link](https://x.com/anyuser/status/1985367253357859322) 2025-11-03T15:23Z [----] followers, 14K engagements "(JSE: $SSW) Sibanye Stillwater Q3 [----] Operating Update 🔹 Group adj. EBITDA up +198% YoY to R9.9bn (US$560m) 🔹 SA PGM operations: Strong delivery + 36% higher basket price - EBITDA up 213% to R5.0bn 🔹 US PGM operation: Restructuring paying off - EBITDA US$33m 100% YoY 🔹 SA Gold (incl. DRDGOLD): Better output + 35% higher gold price - EBITDA up 177% to R3.7bn 🔹 US Recycling added US$27m EBITDA 🔹 Two renewable energy projects online in [----] [--] GWh generated R45m cost savings 🔹 Safe production improving (YTD TRIFR [--] SIFR 2.25) zero fatalities remains the goal" [X Link](https://x.com/anyuser/status/1986333645028598198) 2025-11-06T07:23Z [----] followers, [----] engagements "(JSE: $PPE) Purple Group Trading statement for the year ended [--] August [----] Purple Group expects a big earnings jump for FY25: EPS & HEPS: 4.12c-4.47c vs 1.77c last year - up 133%-153% YoY The EasyEquities owner continues to benefit from improved profitability and operational leverage signalling a strong recovery after a muted FY24. Full results drop [--] Nov 2025" [X Link](https://x.com/anyuser/status/1986408525765988384) 2025-11-06T12:21Z [----] followers, [----] engagements "Market Update: SA Miners Sibanye Stillwater +6.80% AngloGold Ashanti +6.50% Harmony Gold +5.80% Goldfields +5.50% Northam Platinum +4.10% Impala Platinum +3.80% Valterra Platinum +3.70% Anglo American +1.80% BHP Group +1.20% Glencore +0.60%" [X Link](https://x.com/anyuser/status/1987857011627942343) 2025-11-10T12:16Z [----] followers, [----] engagements "SA Inc Today Banks 🔹Firstrand +4% 🔹Absa +3% 🔹Nedbank +2.70% 🔹Standard Bank +1.90% 🔹Capitec +1.30% Retail 🔹Woolworths +5.70% 🔹Motus +4% 🔹Bidvest +3.75% 🔹MTN +2.65% 🔹Mr Price +1.84% 🔹Growthpoint +1.80% 🔹Vodacom +1.75% 🔹Clicks +1% 🔹Pepkor +0.90% https://twitter.com/i/web/status/1988929817652134386 https://twitter.com/i/web/status/1988929817652134386" [X Link](https://x.com/anyuser/status/1988929817652134386) 2025-11-13T11:19Z [----] followers, [----] engagements "3 Page ETF Guide for South Africans. Hope this helps Here is the google drive link to the full PDF: https://drive.google.com/file/d/1LkFhMTDR__oNgf0xXXSp-I4yMJL2-SP3/viewusp=sharing https://drive.google.com/file/d/1LkFhMTDR__oNgf0xXXSp-I4yMJL2-SP3/viewusp=sharing" [X Link](https://x.com/anyuser/status/1996090297529348477) 2025-12-03T05:33Z [----] followers, 14.4K engagements "Which portfolio would you rather own for the next [--] years Portfolio A: Balanced Blue Chip - Naspers - FirstRand - MTN Group - Richemont Portfolio B: Resources - Goldfields - Sasol - Impala Platinum - Sibanye Stillwater Portfolio C: SA Inc - Shoprite - Clicks - Pepkor - Purple Group Portfolio D: Mixed - Standard Bank - Prosus - Harmony Gold - Mr Price https://twitter.com/i/web/status/1996811976794652789 https://twitter.com/i/web/status/1996811976794652789" [X Link](https://x.com/StockWaveNews/status/1996811976794652789) 2025-12-05T05:20Z [----] followers, 24.3K engagements "My Local Picks for [----] Optasia: - One of the best tech plays on the JSE offering exposure to AI related products. - Believe there is a valuation discount stock trades on a low forward multiple given management's guidance. - Investment by FirstRand: 20% stake prior to IPO shows confidence and potentially using Optasia tech in their lending products. Pepkor: - Pepkor has a dominant position within the SA economy as a retailer. - Benefit from lower interest rates and increased consumer spending. - Pepkor is also launching its own banking products to target the same lower-to-middle income" [X Link](https://x.com/StockWaveNews/status/2009161893659754771) 2026-01-08T07:14Z [----] followers, 14.3K engagements "WHICH PORTFOLIO YOU HOLDING FOR THE NEXT 5YRS Portfolio A: SA Inc Spar Group Dis-Chem Vodacom Tiger Brands Portfolio B: High Growth / Speculative Purple Group Renergen Weaver Fintech 4Sight Holdings Portfolio C: The 'B's British American Tobacco Bidcorp Bidvest Blue Label Telecom Portfolio D: Energy & Mining Goldfields Exxaro Impala Platinum Sasol Portfolio E: ETFs Satrix Top [--] 1nvest S&P500 info tech Satrix Fini Satrix Div https://twitter.com/i/web/status/2010024843928895885 https://twitter.com/i/web/status/2010024843928895885" [X Link](https://x.com/StockWaveNews/status/2010024843928895885) 2026-01-10T16:24Z [----] followers, 27.6K engagements "TOP [--] BEST PERFORMING STOCKS ON THE JSE IN THE LAST [--] YEARS Goldfields +1637% DRDGold +1431% Anglo American +1261% Pan African Resources +1260% Harmony Gold Mining +1259% Impala Platinum +1243% AngloGold Ashanti +1161% Kumba Iron Ore +1033% Capitec +860% Argent Industrial Limited +821% https://twitter.com/i/web/status/2015118476675784930 https://twitter.com/i/web/status/2015118476675784930" [X Link](https://x.com/StockWaveNews/status/2015118476675784930) 2026-01-24T17:44Z [----] followers, 44.2K engagements "Yesterday's SENS: Pick n Pay Stores Limited Trading Update & Statement (JSE: $PIK) Earnings guidance (Trading Statement) 🔹FY26 HEPS loss expected to widen by 20% compared to the loss of [------] cents reported in FY25. 🔹Group not yet able to provide EPS guidance Deterioration driven by below-expectation turnover breaking prior guidance of losses being broadly in line with FY25 Headline Financial Highlights (48 weeks ended [--] Feb 2026) 🔹Group Turnover: +3.2% (+3.4% like-for-like). 🔹Boxer Turnover: +11.9% (+3.9% like-for-like). 🔹Pick n Pay SA Turnover: -1.4% (Due to planned store" [X Link](https://x.com/StockWaveNews/status/2021123194871042328) 2026-02-10T07:24Z [----] followers, [----] engagements "TODAY'S MARKET BRIEF JSE JSE All Share: +0.51% Industrial 25: -0.66% Financial 15: +1.20% Resource 10: +1.17% Mid Cap: +0.22% Small Caps: -0.05% USDZAR: R15.95 Biggest Winners (Large Caps): - Mondi PLC +3.58% - Nedbank +3.22% - Richemont +2.96% - Discovery +2.85% - Anglo American +2.42% Biggest Losers (Large Caps): - Prosus -2.96% - Naspers -2.76% - British American Tobacco -2.29% - Clicks -1.15% - Remgro -1.02% Strong day today for SA Inc with major banks all gaining over 1%. Pick n Pay closed -9% lower after releasing a trading statement showing further losses to come - this weighed on the" [X Link](https://x.com/StockWaveNews/status/2021280768715108812) 2026-02-10T17:51Z [----] followers, [----] engagements "(JSE: $ISO) ASP Isotopes Renergen Helium Project ASP Isotopes reports material operational and commercial progress at the Renergen Helium Project since taking control. Gas throughput has increased by 60% following plant upgrades and improved drilling execution. Post-restart drilling success stands at 80% supported by enhanced subsurface modelling with early evidence of additional reserve upside from a newly identified shallow sandstone reservoir. Commercial readiness has advanced with 60% of Phase [--] LNG offtake already contracted and helium sales pathways established. Phase [--] commissioning is" [X Link](https://x.com/StockWaveNews/status/2016854946390347986) 2026-01-29T12:44Z [----] followers, [----] engagements "British American Tobacco Preliminary Results for the year ended [--] December [----] (JSE: $BTI) Headline Financial Highlights (FY2025) 🔹Revenue: -1.0% reported; +2.1% in constant currency. 🔹Reported Profit from Operations: Up 265% (Operating margin 39.0%). - Note: The massive increase is largely due to movements in the Canadian settlement provision. 🔹Adjusted Profit from Operations: +2.3% (Operating margin flat at 44.0%). 🔹Reported Diluted EPS: 349.1p (+157%). 🔹Adjusted Diluted EPS: +3.4%. 🔹Dividend: Increased by 2.0% to 245.04p. 🔹New Categories Contribution: Up 77.1% to [---] million." [X Link](https://x.com/StockWaveNews/status/2021872486535594450) 2026-02-12T09:02Z [----] followers, [----] engagements "Wow Platinum miners rallying today 📈 $SBSW $SSW $IMP $VAL $NPH" [X Link](https://x.com/StockWaveNews/status/1962509782490677616) 2025-09-01T13:36Z [----] followers, [----] engagements "Mustek Limiteds results for the year ended [--] June [----] (JSE: $MST) Financial Highlights 🔹Revenue: R7.2bn 14.9% (FY24: R8.4bn restated) 🔹Gross profit margin: 13.3% ( from 12.2%) 🔹HEPS: 72.73c 8.3% (FY24: 67.13c) 🔹EPS: 71.71c 92.2% (FY24: 37.31c) 🔹Dividend: 13.75c per share 83.3% (FY24: 7.5c) 🔹NAV per share: [--] 869.71c 2.4% (FY24: [--] 801.15c) Other Notes - Prior year restatement due to misclassified agency revenue (no impact on profit). - Auditors (BDO South Africa) issued an unmodified opinion. - Dividend declared out of income reserves; net 11.0c after tax for non-exempt holders. - Key" [X Link](https://x.com/StockWaveNews/status/1968915031103279412) 2025-09-19T05:48Z [----] followers, [---] engagements "JSE Analysts Stock Picks Cobus Potgieter (Southern Cross Capital) - Naspers $NPN 🔹Cobus highlights Naspers is his preferred investment into the AI narrative for a South African investor through its exposure to Tencent. The reason he would choose Naspers over Prosus is because Naspers is historically cheap relative to Prosus and trade's at a wide discount to Prosus. Graeme Korner (Korner Perspective) - PayPal $PYPL 🔹Graeme sees value in PayPal even as it's a growth tech company. He highlights that there is nothing wrong with the company even though it has fell since [----] and they have a" [X Link](https://x.com/StockWaveNews/status/1970729482320228431) 2025-09-24T05:58Z [----] followers, [---] engagements "Ex-Dividend Information This Week 🔹Company: $BTI - British American Tobacco - Ex Date: [--] Oct [--] - Currency: GBP - Amount: [-----] 🔹Company: $OMU - Old Mutual Ltd - Ex Date: [--] Oct [--] - Currency: ZARc - Amount: [------] 🔹Company: $EXX - Exxaro Resources - Ex Date: [--] Oct [--] - Currency: ZARc - Amount: [------] 🔹Company: $APN - Aspen Pharmacare - Ex Date: [--] Oct [--] - Currency: ZARc - Amount: [------] 🔹Company: $ARI - African Rainbow - Ex Date: [--] Oct [--] - Currency: ZARc - Amount: [------] 🔹Company: $MTH - Motus Holdings L - Ex Date: [--] Oct [--] - Currency: ZARc - Amount: [------] 🔹Company: $CLH - City" [X Link](https://x.com/StockWaveNews/status/1972922724377878819) 2025-09-30T07:13Z [----] followers, [---] engagements "Satrix Top [--] has had a stellar year driven by gains in mining stocks due to gold and platinum rallies with the ETF up +35% YTD" [X Link](https://x.com/StockWaveNews/status/1975095470801502484) 2025-10-06T07:07Z [----] followers, [----] engagements "Aspen Pharmacare (JSE: $APN) has settled its contractual dispute over an mRNA manufacturing agreement. The counterparty will pay [--] million (R500 million) to Aspen by [--] Dec [----] in full and final settlement" [X Link](https://x.com/StockWaveNews/status/1984137555034751014) 2025-10-31T05:57Z [----] followers, [----] engagements "The 4th largest holding of EasyAI Iren Limited $IREN rises +21% premarket as they sign $9.7B AI cloud deal with Microsoft $MSFT One of the best performing ETF's on EasyEquities in the last [--] weeks is EasyETFs AI World Actively Managed ETF $EASYAI I didn't even know what this ETF was so here is a breakdown: Description: This actively managed ETF aims for long-term capital growth by investing globally https://t.co/E3LnZ9s2uS One of the best performing ETF's on EasyEquities in the last [--] weeks is EasyETFs AI World Actively Managed ETF $EASYAI I didn't even know what this ETF was so here is a" [X Link](https://x.com/StockWaveNews/status/1985313364143177739) 2025-11-03T11:49Z [----] followers, [----] engagements "Platinum miners making back some lost ground today Sibanye Stillwater +7.43% Impala Platinum +6.26% Northam Platinum +5.05% Valterra Platinum +4.06%" [X Link](https://x.com/StockWaveNews/status/1991164641603383526) 2025-11-19T15:20Z [----] followers, [----] engagements "Here's how SA Inc stocks are performing today after the SARB cut interest rates by [--] bps: Mr Price +7.31% (Earnings release today) WeBuyCars +3.70% Redefine Properties +3.23% Woolworths +3% Pepkor +1.80% Nedbank +1.30% Absa Bank +1.15% Growthpoint Properties +0.80% Bidvest +0.80% https://twitter.com/i/web/status/1991509751163699312 https://twitter.com/i/web/status/1991509751163699312" [X Link](https://x.com/StockWaveNews/status/1991509751163699312) 2025-11-20T14:11Z [----] followers, [----] engagements "Research and Valuation on PTC Inc $PTC a software company that offer PLM and CAD services. Price target 🎯: $224 per share assuming: FCFE 🔹Company wide FCF was given as $857M but in order to account for the divesture of ThingWorx and Kepware we subtracted the $70M FCF attributable to the divested businesses. 🔹FCF was then adjusted for Net Borrowings to reach FCFE. For a SaaS company net borrowings are usually low but for PTC it has been unusually high due to the acquisitions of multiple businesses: 🔹So net borrowings were calculated as an average between the two recent normalized years" [X Link](https://x.com/StockWaveNews/status/1992911776174780830) 2025-11-24T11:02Z [----] followers, [---] engagements "PEPKOR HOLDINGS LIMITED Reviewed Annual Results for the year ended [--] September [----] Headline Financials (FY25 Continuing Operations) (vs FY24) 🔹 Revenue: R95.3bn (+12.0%) 🔹 Gross margin: 39.8% (+150 bps) 🔹 Operating profit: R11.1bn (+13.2%) 🔹 HEPS: 161c (+14.8%) 🔹 Normalised HEPS: 161c (+23.4%) 🔹 EPS: 153c (100%) 🔹 Cash generated: R10.9bn 🔹 Return on net assets: 24% 🔹 Dividend: 53c (+9.2%) 🔹 NAV per share: [--] 712c (+7.8%) Retail Performance 🔹Group merchandise sales: +8.8% 🔹Like-for-like: +6.5% 🔹SA like-for-like: +7.4% 🔹Rest of Africa (constant currency): +8.9% Fintech" [X Link](https://x.com/StockWaveNews/status/1993217536939164061) 2025-11-25T07:17Z [----] followers, [----] engagements "Top [--] Highest Returns from JSE Top [--] Companies in 2025: [--] Sibanye Stillwater +242% [--] AngloGold Ashanti +219% [--] Northam Platinum +197% [--] Goldfields +172% [--] Impala Platinum +122% Year To Date Returns of Every Top [--] Company [----] [--]. Prosus +45% [--]. BHP Group +0.76% [--]. British American Tobacco +58% [--]. Richemont +27% [--]. Anheuser-Busch Inbev +13% [--]. Glencore -3.36% [--]. Naspers +32% [--]. Anglo American PLC +18.5% [--]. AngloGold Ashanti +219% [--]. Gold Fields Year To Date Returns of Every Top [--] Company [----] [--]. Prosus +45% [--]. BHP Group +0.76% [--]. British American Tobacco +58% [--]. Richemont +27% 5." [X Link](https://x.com/StockWaveNews/status/1994686601566289970) 2025-11-29T08:35Z [----] followers, [---] engagements "Analyst Stock Pick Graeme Franck from PSG Wealth - Naspers (JSE: $NPN) 🔹Graeme picks the blue chip stock Naspers arguing that it trades at a very large discount to its underlying value. He notes that while its primary holding Tencent is up 51% over the last year Naspers is only up 21% creating a massive divergence. This results in Naspers currently sitting at a very high 47% discount to its net asset value (NAV) which is predominantly made up of its Tencent holdings. https://twitter.com/i/web/status/1996265038659592489 https://twitter.com/i/web/status/1996265038659592489" [X Link](https://x.com/StockWaveNews/status/1996265038659592489) 2025-12-03T17:07Z [----] followers, [----] engagements "Forward P/E Ratios of the [--] biggest companies listed on the JSE BHP Group: 11.7x Prosus: 14.8x British American Tobacco: 10.8x Richemont: 26.1x anheuser-busch Inbev: 15.3x Glencore: 18.3x Naspers: 15.3x Anglo American: 31.2x AngloGold Ashanti: 11.9x Goldfield: 11.8x" [X Link](https://x.com/StockWaveNews/status/1996443388560933286) 2025-12-04T04:56Z [----] followers, [----] engagements "Updated JSE Resi10 Glencore replaces BHP Group" [X Link](https://x.com/StockWaveNews/status/1996485366233415951) 2025-12-04T07:42Z [----] followers, [----] engagements "For anyone not paying attention if youve been waiting to buy $NPN Naspers - heres a reminder Six months of gains erased stock is -20% from its highs and the stock is trading at a discount to underlying value" [X Link](https://x.com/StockWaveNews/status/1996501143447548100) 2025-12-04T08:45Z [----] followers, [----] engagements "Tsogo Sun basically trading spot on with our valuation around R6.50 per share since September when I released this valuation. Still waiting for more results or a event to rerate the stock Do you guys find this beneficial or do you not read too much into it Tsogo Sun Limited Valuation (JSE: $TSG) Price Target set at R6.55 which indicates a -5% drop - The share price reflects that the stock is currently around fair value. 🔹Earnings have declined for [--] straight years now since [----] and therefore see sustained pressure on growth https://t.co/9X20XEEaHb Tsogo Sun Limited Valuation (JSE: $TSG)" [X Link](https://x.com/StockWaveNews/status/1996938479020933475) 2025-12-05T13:43Z [----] followers, [----] engagements "Platinum miners bouncing today $VAL Valterra Platinum +6.30% $NPH Northam Platinum +4.60% $IMP Impala Platinum +4.40% $SSW Sibanye Stillwater +1.90%" [X Link](https://x.com/StockWaveNews/status/1999389846029410630) 2025-12-12T08:04Z [----] followers, [----] engagements "Which Portfolio You Picking For The next [--] Years Portfolio A: Mega-Cap Quality - Meta Platforms - Microsoft - Alphabet - JP Morgan Portfolio B: High-Beta - Tesla - AMD - Palantir - Crowdstrike Portfolio C: Power and Data Centers - Nebius - GE Vernova - IREN Limited - Constellation Energy Portfolio D: Growth Mix - Amazon - Broadcom - Netflix - Walmart https://twitter.com/i/web/status/1999755007919378833 https://twitter.com/i/web/status/1999755007919378833" [X Link](https://x.com/StockWaveNews/status/1999755007919378833) 2025-12-13T08:15Z [----] followers, [----] engagements "Platinum miners jump at market open Valterra Platinum +8% Northam Platinum +7.50% Impala Platinum +6.80% Sibanye Stillwater +6%" [X Link](https://x.com/StockWaveNews/status/2001193704443253065) 2025-12-17T07:32Z [----] followers, [----] engagements "Whos buying the Prosus/Naspers dip Or are you still waiting" [X Link](https://x.com/StockWaveNews/status/2001290612734038081) 2025-12-17T13:57Z [----] followers, [----] engagements "TOP SOUTH AFRICAN FUND MANAGER IS BULLISH SA INC This South Africa fund manager has about half the fund invested in mid-sized companies with dividend yields near 6% while large domestic firms such as Bidvest Group and Woolworths Holdings account for about 20% trading on yields of roughly 4%. Overall the fund trades at about eight times annual earnings with an aggregate dividend yield near 5% read the whole story here: https://www.moneyweb.co.za/news/economy/top-south-africa-fund-manager-sees-2026-non-resource-stock-rally/" [X Link](https://x.com/StockWaveNews/status/2001619349350588731) 2025-12-18T11:43Z [----] followers, [----] engagements "Average Analysts Price Targets for some JSE Stocks $WHL Woolworths: 🎯 R62 per share (+10%) $MTN MTN Group: 🎯 R169 per share (+7%) $DCP Dis-Chem Pharma: 🎯 R38.50 per share (+10%) $OUT Outsurance: 🎯 R79 per share (+10%) $NY1 Ninety One: 🎯 R42.50 per share (-7.50%) per interactive brokers https://twitter.com/i/web/status/2001677798478426622 https://twitter.com/i/web/status/2001677798478426622" [X Link](https://x.com/StockWaveNews/status/2001677798478426622) 2025-12-18T15:35Z [----] followers, [----] engagements "Winners of the investment challenge: 🥇 @RMasomo (Sibanye Stillwater 20.9%) - R1000 🥈 @yungdontrust (Nedbank 11.3%) - R500 Please check your dm's and congratulations 🙌 StockWave Investment Challenge Prize Money: 🥇1st Place: R1000 🥈2nd Place: R500 Key Dates: 🔹Entry (Free): [--] October - [--] October [----] 🔹Start Date: [--] October [----] 🔹End Date: [--] December [----] 🔹Results: [--] December [----] Information: Over the [--] days to enter you must StockWave Investment Challenge Prize Money: 🥇1st Place: R1000 🥈2nd Place: R500 Key Dates: 🔹Entry (Free): [--] October - [--] October [----] 🔹Start Date: 13" [X Link](https://x.com/StockWaveNews/status/2002963988490170435) 2025-12-22T04:46Z [----] followers, [----] engagements "South African Miners jump as precious metal prices rise Goldfields: +7.35% Harmony Gold: +5.60% Impala Platinum: 5.30% Sibanye-Stillwater: +5.20% Northam Platinum: +4.78% AngloGold Ashanti: +4.60% Valterra Platinum: +4.25% Gold +1.45% Silver +2.25% Platinum +4% Palladium +5% https://twitter.com/i/web/status/2003005867013103953 https://twitter.com/i/web/status/2003005867013103953" [X Link](https://x.com/StockWaveNews/status/2003005867013103953) 2025-12-22T07:33Z [----] followers, 12.3K engagements "PGMs gapping up today $PL Platinum now up +150% YTD $PA Palladium now up +115% YTD" [X Link](https://x.com/StockWaveNews/status/2003512932865572903) 2025-12-23T17:08Z [----] followers, [----] engagements "JP MORGANS STOCK PICKS FOR [----] Alphabet $GOOGL Broadcom $AVGO Eli Lilly $LLY Visa $V Exxon Mobil $XOM Caterpillar $CAT Salesforce $CRM Thermo Fisher $TMO Citigroup $C Disney $DIS Charles Schwab $SCHW GE Vernova $GEV AT&T $T Boeing $BA Arista Networks $ANET KLA Corporation $KLAC Boston Scientific $BSX Palo Alto Networks $PANW CVS Health $CVS Starbucks $SBUX Carvana $CVNA Canadian Pacific $CP Synopsys $SNPS CRH $CRH Williams Companies $WMB Vertiv $VRT SLB $SLB AutoZone $AZO Allstate $ALL Digital Realty $DLR CBRE Group $CBRE Entergy $ETR United Airlines $UAL Viking Holdings $VIK PPG Industries" [X Link](https://x.com/StockWaveNews/status/2007109419922755835) 2026-01-02T15:19Z [----] followers, [----] engagements "If Clicks (JSE: $CLS) and Dis-Chem (JSE: $DCP) were right next to each other which shop you walking into or does it not matter" [X Link](https://x.com/StockWaveNews/status/2007458928657838354) 2026-01-03T14:28Z [----] followers, [----] engagements "TOP [--] and BOTTOM [--] PERFORMING STOCKS ON THE JSE IN [----] Surprisingly Choppies Enterprise was the best performing stock posting +900% gains and beating all gold miners - read the full story While retailers such as TFG Truworths and Mr Price all down 40% MTN Zakhele Futhi was the worst performer having lost -98% of its value. https://www.moneyweb.co.za/news/companies-and-deals/and-the-best-share-in-2025-was/ https://www.moneyweb.co.za/news/companies-and-deals/and-the-best-share-in-2025-was/ https://www.moneyweb.co.za/news/companies-and-deals/and-the-best-share-in-2025-was/" [X Link](https://x.com/StockWaveNews/status/2008082008195354643) 2026-01-05T07:43Z [----] followers, 18.9K engagements "INVESTEC CHIEF ECONOMIST ON SOUTH AFRICAN ECONOMY Economic Growth Forecast - Positive Outlook: There is cautious optimism for [----] with the economy starting the year in a stronger position than it ended [----]. - GDP Prediction: GDP growth is forecast to be around 1.5% to 1.6% for [----]. - Medium-Term Goal: Improvements in the economy could potentially drive growth up to 3% over the medium term. Key Drivers of Growth - Interest Rates & Inflation: Growth is supported by easing inflation and incoming interest rate cuts in both South Africa and the US. - Commodities: Global commodity prices have" [X Link](https://x.com/StockWaveNews/status/2008821679493964272) 2026-01-07T08:43Z [----] followers, 10.9K engagements "The only EasyETF that includes JSE Stocks: $EASYBF EasyETFs Balanced Actively Managed ETF Here's what R1000 will buy you: EasyAI AMETF - R182.6 EasyGE AMETF - R185.3 Satrix Gov ETF - R98.2 Naspers - R65.7 Newgold Platinum ETF - R47.7 Pan African Resources - R47.7 Capitec - R43.2 Sibanye Stillwater - R25.6 Satrix S&P500 ETF - R24.8 AngloGold Ashanti - R22.1 Other - R253.5 https://twitter.com/i/web/status/2009241015727628456 https://twitter.com/i/web/status/2009241015727628456" [X Link](https://x.com/StockWaveNews/status/2009241015727628456) 2026-01-08T12:29Z [----] followers, [----] engagements "$EASYBF EasyETFs Balanced Actively Managed ETF Information Description: "The Fund aims to achieve moderate capital appreciation through a diversified investment approach combining quantitative and qualitative strategies. The portfolio primarily invests in a mix of South African and global equities bonds money market instruments listed real estate securities and participatory interests in collective investment schemes" per EasyEquities Fees: Total Expense Ratio - 0.86% Total Investment Charge - 1.29% Asset Allocation: SA Cash 0.87% SA Equity 30.51% SA Property 5.16% SA Bonds 10.63% Foreign" [X Link](https://x.com/StockWaveNews/status/2009243738170671542) 2026-01-08T12:40Z [----] followers, [----] engagements "JPMorgan is overweight South African food producers Names include AVI Tiger Brands and their top pick Premier foods. read the full story We see a positive outlook for South African food producers in [----] JPMorgan analysts Shaun Chauke and Elena Jouronova said. https://www.moneyweb.co.za/news-fast-news/jpmorgans-call-triggers-rally-in-south-african-food-producers/ https://www.moneyweb.co.za/news-fast-news/jpmorgans-call-triggers-rally-in-south-african-food-producers/ https://www.moneyweb.co.za/news-fast-news/jpmorgans-call-triggers-rally-in-south-african-food-producers/" [X Link](https://x.com/StockWaveNews/status/2009596340754334196) 2026-01-09T12:01Z [----] followers, [----] engagements "Precious Metals Mining Companies Extend Gains as Gold/PGM Prices Rise Satrix Resi +5% Harmony Gold +7.2% Sibanye Stillwater +6.3% Northam Platinum +5% AngloGold Ashanti +4.8% Goldfields +4.5% Valterra Platinum +3.5% Impala Platinum +3%" [X Link](https://x.com/StockWaveNews/status/2010627993740382479) 2026-01-12T08:20Z [----] followers, [----] engagements "TODAY'S MARKET BRIEF JSE JSE All Share: +0.68% Industrial 25: +0.67% Financial 15: -0.87% Resource 10: +2.12% Mid Cap: +0.64% Small Caps: +0.63% USDZAR: R16.41 (+0.16%) Biggest Winners (Large Caps): - Sasol +4.60% - Sibanye Stillwater +3.84% - Goldfields +3.70% - Valterra Platinum +1.96% - Northam Platinum +1.86% Biggest Losers (Large Caps): - Standard Bank -2.25% - Sanlam -1.66% - ABSA -1.59% - Nedbank -1.19% - Old Mutual -1.19% Weak day for financials again especially major banks as investors digest the news of a the SARB repricing the prime rate. Precious metal miners continue to power on" [X Link](https://x.com/StockWaveNews/status/2011164354734133721) 2026-01-13T19:52Z [----] followers, [----] engagements "Rand vs Major Currencies 1$ = R16.35 $USDZAR [--] = R22.03 $GBPZAR [--] = R19.08 $EURZAR [--] = R0.10 $JPYZAR [--] = R2.35 $CNHZAR" [X Link](https://x.com/StockWaveNews/status/2011386084333384089) 2026-01-14T10:33Z [----] followers, [----] engagements "Research on Pepkor Holdings $PPH - DCF Valuation Note Price Target 🎯: Bull Case - R31 per share Bear Case - R26.70 Read the full report: https://drive.google.com/file/d/1vIYnb1nmLXH1mVRKbFFsgXl_a62h6EVC/viewusp=sharing https://drive.google.com/file/d/1vIYnb1nmLXH1mVRKbFFsgXl_a62h6EVC/viewusp=sharing https://drive.google.com/file/d/1vIYnb1nmLXH1mVRKbFFsgXl_a62h6EVC/viewusp=sharing https://drive.google.com/file/d/1vIYnb1nmLXH1mVRKbFFsgXl_a62h6EVC/viewusp=sharing" [X Link](https://x.com/StockWaveNews/status/2011417302999224803) 2026-01-14T12:37Z [----] followers, [----] engagements "TOP [--] BUYS IN EASYEQUITIES ZAR ACCOUNT FOR THE WEEK JAN [--] - JAN [--] [--] Satrix Money Market B1 [--] Satrix [--] [--] Satrix MSCI World [--] Orion Minerals [--] Naspers" [X Link](https://x.com/StockWaveNews/status/2011775059594272908) 2026-01-15T12:18Z [----] followers, [----] engagements "BAD DAY FOR NASPERS STRONG DAY FOR U.S TECH - TODAY'S MARKET BRIEF JSE JSE All Share: +0.01% Industrial 25: -0.97% Financial 15: +1.58% Resource 10: -0.47% Mid Cap: +0.18% Small Caps: +0.29% USDZAR: R16.33 Biggest Winners (Large Caps): - OUTsurance +4.04% - Bidcorp +2.58% - Reinet +2.45% - British American Tobacco +2.44% - Sanlam +2.27% Biggest Losers (Large Caps): - Sasol -5.25% - Richemont -4.15% - Prosus -3.89% - Naspers -3.53% - Sibanye Stillwater -1.85% 🔹Prosus/Naspers fell today following the drop in Tencent. 🔹Despite Richemont reporting strong quarterly sales growth (beating" [X Link](https://x.com/StockWaveNews/status/2011854820370518367) 2026-01-15T17:35Z [----] followers, [----] engagements "Earnings for the Week Jan [--] - Jan [--] Notable Names: Netflix $NFLX Johnson & Johnson $JNJ Intel $INTC GE Aerospace $GE Freeport-McMoran $FCX https://twitter.com/i/web/status/2012814436558364741 https://twitter.com/i/web/status/2012814436558364741" [X Link](https://x.com/StockWaveNews/status/2012814436558364741) 2026-01-18T09:08Z [----] followers, [----] engagements "Following my investment case on Pepkor here is an article I wrote for @alechogg @BizNewsCOM Let me know what you guys think - always open for discussion I focus on how FinTechs margins are likely to expand as focus shifts towards financial services https://www.biznews.com/investor-insights/biznews-investment-voice-pepkor https://www.biznews.com/investor-insights/biznews-investment-voice-pepkor" [X Link](https://x.com/StockWaveNews/status/2013128857109385273) 2026-01-19T05:58Z [----] followers, [----] engagements "JSE Analyst Stock Picks Alex Duys (Umthombo Wealth) - $SSW Sibanye Stillwater 🔹Alex selects Sibanye Stillwater viewing it as a leveraged play on PGMs and gold. He believes the stock does not currently reflect spot prices and sees a disconnect in valuation compared to peers like Impala Platinum. While noting that fund managers have historically preferred specialist players and avoided Sibanye due to its past corporate action track record he thinks that is in the past. He points to the upcoming capital markets day as a potential positive catalyst and considers the current price a good entry" [X Link](https://x.com/StockWaveNews/status/2013130555684983221) 2026-01-19T06:05Z [----] followers, [----] engagements "DIVIDEND PAYMENT DAY TODAY FOR THE FOLLOWING JSE COMPANIES: Tiger Brands Limited 🔹 Dividend: R39.39 per share (R12.29 ordinary + R27.10 special) 🔹 Special dividend finalisation date: [--] January [----] 🔹 Last trading date: [--] January [----] 💎 Payment date: [--] January [----] Pepkor Holdings Limited 🔹 Dividend: R0.52 per share 🔹 Last trading date: [--] January [----] 💎Payment date: [--] January [----] Adcorp Holdings Limited 🔹 Dividend: R0.24 per share 🔹 Last trading date: [--] January [----] 💎Payment date: [--] January [----] Astral Foods Limited 🔹 Dividend: R8.80 per share 🔹 Last trading date: 13" [X Link](https://x.com/StockWaveNews/status/2013222173268189314) 2026-01-19T12:09Z [----] followers, [----] engagements "Which stock do you guys think will be the best performing on the JSE in [----] that isn't a miner" [X Link](https://x.com/StockWaveNews/status/2013282004427542866) 2026-01-19T16:06Z [----] followers, [----] engagements "TODAY'S MARKET BRIEF - Global Stocks Fall Precious Metals Rise JSE JSE All Share: -0.04% Industrial 25: -1.21% Financial 15: -0.50% Resource 10: +1.56% Mid Cap: +0.18% Small Caps: -0.38% USDZAR: R16.37 Biggest Winners (Large Caps): - Sibanye Stillwater +2.81% - Valterra Platinum +2.21% - Impala Platinum +1.81% - Harmony Gold +1.75% - Goldfields +1.74% Biggest Losers (Large Caps): - Shaftesbury Capital -3.67% - Sasol -3.07% - Reinet -2.54% - Richemont -2.46% - Naspers -1.99% Resources were the only positive industry - Global tension between the U.S and EU over Greenland lead to tariff talk" [X Link](https://x.com/StockWaveNews/status/2013315175093322198) 2026-01-19T18:18Z [----] followers, [----] engagements "$KARO Karooooo Earnings Release 🔹EPS R8.54 vs R8.06 est. 🔹Revenue R1.41B vs R1.37B est. Key Financial Highlights 🔹Adjusted EPS: +11% Y/Y to R8.54 🔹Reported EPS: +11% Y/Y to R8.55 🔹Operating Profit (Group): +14% Y/Y to ZAR 369m 🔹Subscription Revenue (Group): - ZAR 1239m +20% Y/Y - USD 722m +27% Y/Y (currency translation) Scale & Subscribers 🔹Cartrack subscribers: 2.57m +16% Y/Y 🔹Net subscriber additions: [------] (record quarter; Q3 FY25: 86617) Outlook FY26 guidance now focused on subscription revenue growth reflecting two key levers: Subscriber growth ARPU expansion via Video and" [X Link](https://x.com/StockWaveNews/status/2013870479556169975) 2026-01-21T07:05Z [----] followers, [----] engagements "Average Analysts Price Targets for some JSE Stocks Bidvest: 🎯 R282 per share (+15%) British American: 🎯 R1056 per share (+14%) Clicks: 🎯R434 per share (+25%) Standard Bank: 🎯 R294 per share (+2%) Prosus: 🎯 R1392 per share (+43%) per interactive brokers" [X Link](https://x.com/StockWaveNews/status/2014024949644644669) 2026-01-21T17:19Z [----] followers, [----] engagements "$NED Nedbank proposes to buy 66% of NCBA an East African lender for R13.9 billion The deal will involve a 20% cash component and 80% newly issued Nedbank ordinary shares listed on the JSE based on an issue price of R250 a share. Chief executive Jason Quinn says the deal will bring two organisations with highly complementary strengths together. https://twitter.com/i/web/status/2014228774875693378 https://twitter.com/i/web/status/2014228774875693378" [X Link](https://x.com/StockWaveNews/status/2014228774875693378) 2026-01-22T06:48Z [----] followers, [----] engagements "$MRP Mr Price NKD Acquisition Update - Mr Price is making progress on completing the acquisition of NKD Group GmbH. - All conditions are being worked through; the main outstanding one is approval under the European Commissions Foreign Subsidies Regulation. - The review process has started and management does not expect delays. Mr Price will host an Investor Presentation on [--] March [----] in Cape Town to give more detail on NKD and its growth prospects (webcast details to follow). https://twitter.com/i/web/status/2014587514237923497 https://twitter.com/i/web/status/2014587514237923497" [X Link](https://x.com/StockWaveNews/status/2014587514237923497) 2026-01-23T06:34Z [----] followers, [---] engagements "SIBANYE LEADS MINERS TO ANOTHER STRONG DAY - TODAY'S MARKET BRIEF JSE JSE All Share: +0.64% Industrial 25: -1.14% Financial 15: -0.52% Resource 10: +3.41% Mid Cap: +1.18% Small Caps: -0.28% USDZAR: R16.14 Biggest Winners (Large Caps): - Sibanye Stillwater +6.29% - Impala Platinum +4.71% - Pan-African +4.59% - Harmony Gold +4.46% - Northam Platinum +3.67% Biggest Losers (Large Caps): - MTN Group -3.99% - Clicks -3.01% - Richemont -1.99% - FirstRand -153% - Investec -1.32% Resources rally continues as gold nears $5000 and PGMs power on. Mr Price released a SENS stating they are making progress" [X Link](https://x.com/StockWaveNews/status/2014777502263345593) 2026-01-23T19:09Z [----] followers, [----] engagements "My ZAR Portfolio as of Today OUTsurance Pepkor Anglo American Naspers Optasia Afrimat Dischem Pharmaceuticals Aspen Shoprite Valterra Platinum (No particular order above but my top [--] holdings make a substantial amount of the portfolio) https://twitter.com/i/web/status/2015388244809027692 https://twitter.com/i/web/status/2015388244809027692" [X Link](https://x.com/StockWaveNews/status/2015388244809027692) 2026-01-25T11:36Z [----] followers, 15.5K engagements "Key Economics Events This Week - South Africa Tues: Leading Indicators Thurs: - PPI - SARB Interest Rate decision 🚨 - Prime Rate Fri - Budget Balance - Private Sector Credit - Trade Balance https://twitter.com/i/web/status/2015659920792657941 https://twitter.com/i/web/status/2015659920792657941" [X Link](https://x.com/StockWaveNews/status/2015659920792657941) 2026-01-26T05:35Z [----] followers, [----] engagements "Revego Africa Energy Fund Signals Potential JSE Listing Following R1bn Raise Revego Africa Energy Fund backed by Investec has successfully raised R1 billion ($62 million) in its first major funding round since [----]. This capital injection boosts the funds total portfolio to R3 billion positioning it to aggressively expand South Africas renewable energy capacity. Revego CIO Sarang indicated that the fund would consider a public listing once assets under management reach the $750 million to $1 billion range. Revego had originally planned to IPO in April [----] but did not follow through with it" [X Link](https://x.com/StockWaveNews/status/2015679971730084188) 2026-01-26T06:55Z [----] followers, [----] engagements "(JSE: $PPH) Pepkor - continued investment case Today I walked into Pep to ask how their foneyam and further FinTech business is doing to verify my analysis (see note below). Staff said Foneyam (sale of phones) demand continues to be strong and they haven't seen a slowdown. Last financial year Foneyam grew revenue from R400 to R1.9B. I expect this segment of the business to continue to perform. Airtime and data Pep accounts also were said to be growing while in-store credit sales have been relatively consistent or "Not Much" but that does make sense as Pep Home has the lowest credit mix of" [X Link](https://x.com/StockWaveNews/status/2015737292531392670) 2026-01-26T10:43Z [----] followers, [----] engagements "JSE Analyst Stock Picks Grant Nader (Benguela Global Fund Managers) - $OMU Old Mutual 🔹Grant selects Old Mutual as a "catch-up trade" noting it has historically lagged behind other insurers due to leadership struggles. However he believes the new CEO Jurie Strydom has a clear plan to turn the ship around similar to success stories at Tiger Brands and Momentum. He points out the stock is cheap at eight times next year's earnings with a good dividend yield. Furthermore he sees Old Mutual as a natural beneficiary of strong financial markets a tightening yield curve and a strong Rand positioning" [X Link](https://x.com/StockWaveNews/status/2015818783919571179) 2026-01-26T16:07Z [----] followers, [----] engagements "$LEW Lewis Group Trading Update (9 months to Dec 2025) Sales Highlights 🔹Revenue up 11.1% driven mainly by strong credit sales 🔹Merchandise sales +7.1% overall 🔹Credit sales +9.1% now 69.4% of total sales (up from 68.2%) 🔹Cash sales +2.8% 🔹Group merchandise sales +7.8% in Q3 Comparable store sales: +4.3% (nine months) +4.9% in Q3 Debtor costs: +14.8% (nine months) +16.9% (Q3) Driven by a larger debtors book and ongoing macro pressure on consumers. https://twitter.com/i/web/status/2016027705473392861 https://twitter.com/i/web/status/2016027705473392861" [X Link](https://x.com/StockWaveNews/status/2016027705473392861) 2026-01-27T05:57Z [----] followers, [----] engagements "SARB INTEREST RATE CUT ON THURSDAY OR NOT Goldman Sachs and Morgan Stanley forecast lower inflation for South Africa than the central bank's own projections. 🔹The Banks View: They project inflation will settle around 3.2% to 3.3% in [----]. 🔹The Central Bank's View: The South African Reserve Bank SARB has a more conservative forecast of 3.5%. Reasons for the Lower Forecast: The investment banks base their "dovish" outlook on two main factors: 🔹A Stronger Rand: The currency has performed better than the central bank's assumption of R17.25 to the dollar. 🔹Lower Oil Prices: Oil is trading well" [X Link](https://x.com/StockWaveNews/status/2016088707703407019) 2026-01-27T09:59Z [----] followers, [----] engagements "SATRIX IS LAUNCHING [--] NEW ETFs 1) The Satrix Stoxx Europe [---] ETF 2) The Satrix MSCI Japan ETF Important Dates: - IPO Opens: Wednesday [--] January [----] (10:00 am) - IPO Closes (SatrixNOW): Wednesday [--] February [----] (Midnight) - JSE Listing Date: Thursday [--] February [----] [--]. Satrix Stoxx Europe [---] ETF What it tracks: The Stoxx Europe [---] Net Total Return Index. 🔹The Investment Case: This ETF provides broad exposure to the developed European economy including the UK. It is designed to offer diversification away from the resource-heavy JSE by providing access to industries where Europe is a" [X Link](https://x.com/StockWaveNews/status/2016097083724374215) 2026-01-27T10:32Z [----] followers, 11.6K engagements "Mr Price $MRP Voluntary Sales Update [--] weeks ended [--] December [----] (Q3 FY2026) Key Performance Metrics 🔹Group Retail Sales: R15.1 billion (+3.6%) 🔹Comparable Store Sales: +0.5% 🔹Retail Selling Price Inflation: +5.2% 🔹Total Unit Sales: -1.5% (109 million units) 🔹Cash Sales: +3.7% (Constituting 90.9% of total sales) 🔹Credit Sales: +2.9% Segment Performance Apparel (83% of sales): - Sales +3.2%; December +6.0% with record market share. Studio [--] strong (+7.7% Q3 +12.3% Dec). Homeware (14%): - Sales +4.5%; margins improved despite market share loss. Yuppiechef +10.1%. Telecoms (3%): -" [X Link](https://x.com/StockWaveNews/status/2016386131139371032) 2026-01-28T05:41Z [----] followers, [---] engagements "$META Meta Platforms Earnings Release 🔹EPS $8.88 vs est. $8.19 🔹Revenue $59.89B vs est. $58.35B" [X Link](https://x.com/StockWaveNews/status/2016618864415588598) 2026-01-28T21:06Z [----] followers, [----] engagements "Woolworths Trading Update for the [--] weeks ended [--] December [----] (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: [-----] [-----] cents (+7.0% to +12.0%) 🔹EPS: [-----] [-----] 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" [X Link](https://x.com/StockWaveNews/status/2016759769315303925) 2026-01-29T06:26Z [----] followers, [----] engagements "JSE Analyst Stock Picks Schalk Louw (PSG Wealth Old Oak) - $AFT Afrimat 🔹Schalk chooses Afrimat as a "SA Inc gem" drawing parallels between the current commodity environment and the 2003-2007 boom period. He notes that South Africa is currently seeing high prices for key exports like gold platinum and palladium similar to the era when the economy flourished and unemployment dropped significantly. He highlights that Afrimat is now a mix of iron ore and cement (construction materials). Referencing the historical performance of similar stocks like PPC (which went from R6 to R33) and Rio Tinto" [X Link](https://x.com/StockWaveNews/status/2016769823070367960) 2026-01-29T07:06Z [----] followers, [----] engagements "🚨 SARB INTEREST RATE CUT AT 3PM TODAY Do you think they cut interest rates or hold The consensus decision is the SARB holds but the market remains divided and could be a close call Reuters Poll: [--] out of [--] economists expect the SARB to keep rates on hold. Only [--] predict a [--] basis point cut to 6.50%. Bloomberg Survey: The split is even tighter with [--] analysts forecasting a hold and [--] forecasting a cut. https://twitter.com/i/web/status/2016776398061334621 https://twitter.com/i/web/status/2016776398061334621" [X Link](https://x.com/StockWaveNews/status/2016776398061334621) 2026-01-29T07:32Z [----] followers, [----] engagements "Opened my laptop to see JSE Resources down -10% Valterra Platinum -13.50% Northam Platinum -13.50% AngloGold Ashanti -13.4% Impala Platinum -12% Sibanye Stillwater -11.4% Harmony Gold -11.2% Goldfields -9%" [X Link](https://x.com/StockWaveNews/status/2017231846010962260) 2026-01-30T13:42Z [----] followers, [----] engagements "ArcelorMittal South Africa Trading Statement for the year ended [--] December [----] (JSE: $ACL) Earnings outlook Still loss-making but meaningful improvement year-on-year 🔹EPS: - Improved from -R5.24 to -R2.20 to -R2.72 - Loss reduced by 48% 58% 🔹HEPS: - Improved from -R4.58 to -R2.68 to -R3.18 - Loss reduced by 31% 41% Results Release: Reviewed condensed consolidated financial statements will be released on SENS on Thursday [--] February [----]. https://twitter.com/i/web/status/2017239269186617556 https://twitter.com/i/web/status/2017239269186617556" [X Link](https://x.com/StockWaveNews/status/2017239269186617556) 2026-01-30T14:11Z [----] followers, [----] engagements "First Trading Month of [----] is over - Here are the BEST PERFORMING ETFS so far [--]. NewPlat +31.51% [--]. 1nvest Platinum +28.69% [--]. NewPalladium +27.84% [--]. 1nvest Palladium +27.29% [--]. Satrix Resi +26.26 [--]. 1nvest Gold +20.30% [--]. NewGold +20.16% [--]. Satrix Shari'ah Top [--] +19.92%" [X Link](https://x.com/StockWaveNews/status/2017256953538388062) 2026-01-30T15:21Z [----] followers, [----] engagements "MOST POPULAR ETFs ON EASYEQUITIES IN [----] SO FAR [--]. Satrix [--] [--]. Satrix Nasdaq [---] [--]. Satrix Resi [--]. Satrix Divi [--]. Satrix S&P [---] [--]. Satrix MSCI World [--]. Sygnia Itrix S&P [---] [--]. Satrix Shari'ah Top [--] [--]. Satrix Indi [--]. Satrix Fini Satrix dominates 9/10 of the top buys 👑 https://twitter.com/i/web/status/2017258189054451735 https://twitter.com/i/web/status/2017258189054451735" [X Link](https://x.com/StockWaveNews/status/2017258189054451735) 2026-01-30T15:26Z [----] followers, [----] engagements "Oando PLC Full-Year Unaudited Results for the year ended [--] December [----] (JSE: $OAO) Headline Financial Highlights 🔹Revenue: N3.21 trillion (-21%) 🔹Profit After Tax (PAT): N241.3 billion (+10%) 🔹Gross Profit: N27.8 billion (-82%) 🔹Capital Expenditure: N101.9 billion (FY 2024: N18.5 billion) 🔹Operating Cash Flow: Improved materially year-on-year Operational Overview Production: Total Group production averaged [-----] boepd (+32%) driven by the full-year consolidation of the NAOC joint venture interest and improved operational uptime. Drilling & Development: Successfully completed the" [X Link](https://x.com/StockWaveNews/status/2018200100548289003) 2026-02-02T05:49Z [----] followers, [---] engagements "JSE Analyst Stock Picks Grant Nader (Benguela Global Fund Managers) - $KST PSG Financial Services Grant selects PSG Financial Services describing it as one of the best compounders over the last decade and a high-quality "under the radar" stock. He argues the current environment is perfect for the business: rising markets are growing their fee base and geopolitical uncertainty drives clients to seek their advice. He highlights their strategy as an aggregator of independent financial advisers along with their asset management and insurance arms as key growth drivers in a year where he believes" [X Link](https://x.com/StockWaveNews/status/2018200860434518471) 2026-02-02T05:52Z [----] followers, [----] engagements "Pepkor Holdings Limited Voluntary Trading Update for the three months ended [--] December [----] (JSE: $PPH) Headline Financial Highlights 🔹Group Revenue (Continuing Operations): R29.9 billion (+12.9%) 🔹Revenue Growth (excluding acquisitions): +8.3% 🔹Sales Growth (excluding acquisitions): +5.2% 🔹Like-for-Like (LFL) Sales: +3.0% 🔹Two-Year Revenue CAGR: +10.3% Fintech key growth engine - Fintech revenue: +25.4% to R4.8bn - Financial services revenue: +47.6% to R2.4bn - Credit sales: +26.9% now 18% of group sales (FY25: 16%) - FoneYam: 2.3m active customers (from 1.2m) strong repeat usage -" [X Link](https://x.com/StockWaveNews/status/2018228764455391645) 2026-02-02T07:43Z [----] followers, [----] engagements "As I wrote in this article below that i expect Pepkor financial service revenue to continue growing rapidly In Pepkor trading statement today: "The financial services businesses increased revenue by 47.6% to R2.4 billion. Financial services continues to grow rapidly increasing its contribution to group revenue." "The demand for FoneYam cellular device rentals remained high and active customers increased to [---] million from [---] million a year ago. The take-up rate of a second FoneYam rental by customers after completing their first has exceeded expectations" "Abacus insurance doubled revenue" [X Link](https://x.com/StockWaveNews/status/2018229582864781410) 2026-02-02T07:46Z [----] followers, [----] engagements "JSE Analyst Stock Picks Rikus Reeders (PSG Old Oak) - $RLO Reunert Rikus selects Reunert citing their involvement in local infrastructure spending and a strong second-half performance. He highlights the new CEO and the company's focus on offshore markets particularly in circuit breakers where they have maintained market share in the US - a crucial area given the spending on AI data centers. Additionally he notes that their defense division is performing very well in the Middle East. Jean Pierre Verster (Protea Capital Management) - $CAT Caxton Jean Pierre picks Caxton a small-cap stock he" [X Link](https://x.com/StockWaveNews/status/2020720156628980132) 2026-02-09T04:43Z [----] followers, [----] engagements "Naspers pullback is looking like an opportunity to add to it Are you adding Naspers here or still more weakness to come" [X Link](https://x.com/StockWaveNews/status/2020722312660525321) 2026-02-09T04:51Z [----] followers, [----] engagements "$ORN ORION MINERALS SIGNS LANDMARK $250M DEAL WITH GLENCORE Orion has secured a US$250m prepayment facility with Glencore to fund development of the Prieska Copper-Zinc Project in SAs Northern Cape. 🔹 US$40m (Tranche A): Funds construction & start-up of the Uppers 🔹 US$210m (Tranche B): Funds the Deeps incl. up to US$50m early drawdown 🔹 First production from Uppers expected [--] months after financial close 🔹 First concentrate now guided for end Q1 [----] https://twitter.com/i/web/status/2020813539531751645 https://twitter.com/i/web/status/2020813539531751645" [X Link](https://x.com/StockWaveNews/status/2020813539531751645) 2026-02-09T10:54Z [----] followers, [----] engagements "Upcoming Earnings due for the Week February 9th Major Names: Mon $OPEN $AMKR $MNDY Tues $KO $HOOD $NET $DDOG $SPOT $F $RACE Wed $SHOP $APP $VRT $KHC $MCD Thurs $NBIS $COIN $BN $ANET Fri $MRNA $WEN" [X Link](https://x.com/StockWaveNews/status/2020860755625545904) 2026-02-09T14:02Z [----] followers, [---] engagements "The Big Short investor Michael Burry sees Palantir $PLTR falling -60% to reach a price just above $50 from $140 I am working on something $PLTR. https://t.co/PPETfScTkE I am working on something $PLTR. https://t.co/PPETfScTkE" [X Link](https://x.com/StockWaveNews/status/2021129771220902116) 2026-02-10T07:51Z [----] followers, [---] engagements "Two of Satrix best ETFs out there for your TFSA. Satrix Nasdaq [---] Feeder Satrix S&P500 Feeder These positions are only [---] years invested and Im 50% up. It doesnt take any talent and anyone can do it. I believe everyone should be doing this. (Note: This is on Satrix Platform and not EasyEquities) #TFSA #Satrix #EasyEquities $JSE #JSE" [X Link](https://x.com/StockWaveNews/status/1950488452924870702) 2025-07-30T09:27Z [----] followers, 11.4K engagements "SA Inc Today 🔹Banks Nedbank: -0.31% Investec: -1% ABSA: -1.30% Capitec: -1.30% Standard Bank: -2.30% FirstRand: -3% 🔹Retail Woolworths +1.45% Dis-Chem Pharma -0.60% Clicks -0.75% Shoprite -0.80% Bidvest -1.10% MTN -1.55% Pick n Pay -1.58% Pepkor -1.60% Mr Price -1.70% The Foschini Group -2.31% https://twitter.com/i/web/status/1986725541563535502 https://twitter.com/i/web/status/1986725541563535502" [X Link](https://x.com/StockWaveNews/status/1986725541563535502) 2025-11-07T09:20Z [----] followers, [----] engagements "Analysts Price Targets for local stocks Notable Ratings: Morgan Stanley sees +40% upside in The Foschini Group $TFG Morgan Stanley sees +60% in Sappi $SAP AlphaValue sees +61% in South [--] $S32 The latest JSE analyst recommendations 👀 https://t.co/vlsOEtF99A The latest JSE analyst recommendations 👀 https://t.co/vlsOEtF99A" [X Link](https://x.com/StockWaveNews/status/1988210736573936107) 2025-11-11T11:42Z [----] followers, [----] engagements "South Africa's property sector hasn't been given much credit since the covid sell-off and has returned +60% (excl. dividends) over the past [--] years Satrix Property ETF $STXPRO Top [--] Holdings: 🔹 Fortress Real Estate Inv B - 11.04% 🔹 Growthpoint Properties Ltd - 10.73% 🔹 Nepi Rockcastle N.V. - 10.65% 🔹 Redefine Properties Ltd - 10.62% 🔹 Vukile Property Fund Ltd - 9.26% 🔹 Resilient Property Income Fund Ltd - 7.55% 🔹 Hyprop Investments Ltd - 7.09% 🔹 Equites Property Fund Ltd - 5.28% 🔹 Attacq Ltd - 3.82% 🔹 Sirius Real Estate Ltd - 3.80% The sector has kept up with the Top [--] index over" [X Link](https://x.com/StockWaveNews/status/1990410264915660904) 2025-11-17T13:22Z [----] followers, [----] engagements "R1000 in the EasyETFs AI World Actively AMETF $EASYAI will buy you: LUMENTUM HOLDINGS - R94.9 BROADCOM LTD - R85.7 CREDO TECHNOLOGY - R81.9 NVIDIA CORP - R75.2 APPLOVIN CORP - R59.9 COMFORT SYSTEMS - R51.4 GE VERNOVA - R40.7 FABRINET - R40.6 NEBIUS GROUP - R40 AMPHENOL CORP - R39.6 OTHER - R390.10 https://twitter.com/i/web/status/1994022552495108603 https://twitter.com/i/web/status/1994022552495108603" [X Link](https://x.com/StockWaveNews/status/1994022552495108603) 2025-11-27T12:36Z [----] followers, [----] engagements "Interactive Brokers mobile app has so many resources available to South African investors. Look at this example of FirstRand here 👇 The quote page shows: 🔹The chart 🔹Dividends including: Dividend yield payout ratio and dividend date 🔹Analysts ratings and price target 🔹Shortable shares 🔹Extended research https://twitter.com/i/web/status/1995463138972508202 https://twitter.com/i/web/status/1995463138972508202" [X Link](https://x.com/StockWaveNews/status/1995463138972508202) 2025-12-01T12:01Z [----] followers, [---] engagements "Forward P/E Ratios & Dividend Yield of the "Big Five" Banks (PE Dividend Yield) - FirstRand: 9.6x 5.5% - Capitec: 24.5x 1.8% - Standard Bank: 8x 6% - Absa Bank: 6.1x 7.2% - Nedbank: 6.9x 8.2% Who you picking https://twitter.com/i/web/status/1997192039876657410 https://twitter.com/i/web/status/1997192039876657410" [X Link](https://x.com/StockWaveNews/status/1997192039876657410) 2025-12-06T06:31Z [----] followers, [----] engagements "5 Companies with the lowest P/E Multiples in the JSE Top [--] 1) Investec $INL - 6.99x 2) Kumba Iron Ore $KIO - 7.28x 3) Nedbank Group $NED - 7.40x 4) Absa Bank $ABG - 8.16x 5) Nepi Rockcastle N.V $NRP - 8.65x" [X Link](https://x.com/StockWaveNews/status/1998751477557231831) 2025-12-10T13:47Z [----] followers, [----] engagements "5 Companies with the highest P/E Ratio in the JSE Top [--] 1) Impala Platinum $IMP - 253x 2) Valterra Platinum $VAL - 244x 3) Northam Platinum $NPH - 77.51x 4) South32 $S32 - 40x 5) MTN Group $MTN - 38x" [X Link](https://x.com/StockWaveNews/status/1998981895191933392) 2025-12-11T05:03Z [----] followers, [---] engagements "DESPITE RETAILERS HAVING A TERRIBLE YEAR BANKS ARE MAKING NEW RECORD HIGHS: [--] out of the [--] big banks are at record highs Nedbank is the laggard - Capitec Bank: +29% YTD - Standard Bank: +25% YTD - ABSA Bank: +21% YTD - FirstRand: +15% YTD - Nedbank: -6.50% YTD" [X Link](https://x.com/StockWaveNews/status/1999434706321047788) 2025-12-12T11:02Z [----] followers, [----] engagements "LIST OF SA INC STOCKS FOR YOU TO RESEARCH GOING INTO [----] THAT COULD RE-RATE IF GROWTH PICKS UP AND INTEREST RATES FALL $SHP Shoprite: P/E Ratio - 20x Dividend Yield - 2.88% $BVT Bidvest: P/E Ratio - 13.5x Dividend Yield - 3.95% $TFG The Foschini Group: P/E Ratio - 9.8x Dividend Yield - 4.28% $CLS Clicks: P/E Ratio - 25x Dividend Yield - 2.4% $ITE Italtile: P/E Ratio - 7.1x Dividend Yield - 5.58% $LEW Lewis Group: P/E Ratio - 6.1x Dividend Yield - 9.23% $SBK Standard Bank: P/E Ratio - 10x Dividend Yield - 5.53% $RLO Reunert Limited: P/E Ratio - 11.5x Dividend Yield - 6.05% $PPH Pepkor: P/E" [X Link](https://x.com/StockWaveNews/status/2002002826684252567) 2025-12-19T13:07Z [----] followers, 12.1K engagements "List of every stock in the Industrial [--] Index (using Satrix Indi 25) with their weightings and P/E Ratio. The industry P/E Ratio is currently around 18.50x $NPN Naspers: Weight - 21.27% P/E Ratio - [-----] $MTN MTN Group: Weight - 11.55% P/E Ratio - [-----] $BTI British American Tobacco: Weight - 7.67% P/E Ratio - [-----] $CFR Compagnie Financiere Richemont: Weight - 6.91% P/E Ratio - [-----] $PRX Prosus: Weight - 6.82% P/E Ratio - [-----] $BID Bid Corporation: Weight - 5.83% P/E Ratio - [-----] $SHP Shoprite Holdings: Weight - 5.34% P/E Ratio - [-----] $PPH Pepkor Holdings: Weight - 4.07% P/E Ratio -" [X Link](https://x.com/StockWaveNews/status/2002985926041981248) 2025-12-22T06:13Z [----] followers, [----] engagements "@SimplyEXT I think some are mislead by this He has investments in these businesses through Remgro in which they own: FirstRand: 1.6% stake Momentum: 0% (sold out) OUTsurance: 30.5% stake Discovery: 7.7% stake Normal for wealthy people to make investments of size into companies" [X Link](https://x.com/StockWaveNews/status/2003533085502242908) 2025-12-23T18:28Z [----] followers, [----] engagements "Key points Richemont (JSE: $CFR) Q3 ended [--] December 2025: 🔹Strong top-line growth: Group sales of 6.4bn up 11% at constant exchange rates (+4% actual) despite tough prior-year comparatives. 🔹9-month momentum: Sales of 17.0bn up 10% at constant rates (+5% actual). 🔹Jewellery leads: - Jewellery Maisons +14% at constant rates; - Specialist Watchmakers +7%; - Fashion & Accessories +3% 🔹Broad-based regional growth (constant rates): - Middle East & Africa +20% - Japan +17% - Americas +14% - Europe +8% - Asia Pacific +6% (Asia down at actual rates due to FX). 🔹Retail-driven performance:" [X Link](https://x.com/StockWaveNews/status/2011707472528977932) 2026-01-15T07:50Z [----] followers, [----] engagements "Yesterday I bought (JSE: $OUT) OUTsurance starting to build a long-term position The stock bounced +4% today with unusual volume (5M vs 2M avg volume) and the stock has been on a downtrend since July [----] Could just be a dead-cat bounce because I havnt seen any news or SENS announcement https://twitter.com/i/web/status/2011839083979387385 https://twitter.com/i/web/status/2011839083979387385" [X Link](https://x.com/StockWaveNews/status/2011839083979387385) 2026-01-15T16:33Z [----] followers, [----] engagements "Ninety One Q3 [----] Assets Under Management (AUM) Ninety One has confirmed its Assets Under Management positions as follows: Current AUM: [-----] billion 🔹Quarter-on-Quarter (QoQ) Growth: +5% 🔹Year-on-Year (YoY) Growth: +23% (30 September 2025: [-----] billion; [--] December 2024: [-----] billion) https://twitter.com/i/web/status/2012061815362990274 https://twitter.com/i/web/status/2012061815362990274" [X Link](https://x.com/StockWaveNews/status/2012061815362990274) 2026-01-16T07:18Z [----] followers, [----] engagements "My USD Portfolio as of Today $BABA Alibaba $TSM Taiwan Semiconductor $NU Nu Holdings $NET Cloudflare $NFLX Netflix $CRWD Crowdstrike $PPA Invesco Aerospace & Defense ETF $VST Vistra Corp $FUTU Futu Holdings (No particular order and I have [--] really large positions out of these - some positions are new some Ive had for a while) https://twitter.com/i/web/status/2012149350609080591 https://twitter.com/i/web/status/2012149350609080591" [X Link](https://x.com/StockWaveNews/status/2012149350609080591) 2026-01-16T13:06Z [----] followers, [----] engagements "Sasol cut to underweight from neutral by JPMorgan Stock falls -10%" [X Link](https://x.com/StockWaveNews/status/2012152093113753833) 2026-01-16T13:16Z [----] followers, [----] engagements "SA Inc Today - Global trade tensions start Monday off on the back foot Sasol -2% Remgro -2% Pick n Pay -2% Reinet -2% Ninety one -1.6% Capitec -1.5% Shoprite -1.5% Reunert -1.5% Bidvest -1% MTN -1% Woolworths -0.9% FirstRand -0.7% Pepkor -0.5%" [X Link](https://x.com/StockWaveNews/status/2013169546635473362) 2026-01-19T08:39Z [----] followers, [----] engagements "@mader_jc Yea I have Outsurance clicks FSR and Shoprite right now" [X Link](https://x.com/StockWaveNews/status/2013582097605079449) 2026-01-20T11:59Z [----] followers, [---] engagements "@DrDhiven Yea the banks are a tough one between Capitec FirstRand and Standard Bank" [X Link](https://x.com/StockWaveNews/status/2013593541834924197) 2026-01-20T12:44Z [----] followers, [---] engagements "Sasol H1 FY26 Business Update Key Takeaways 🔹Fuel sales volumes - Revised upward to 5-10% above FY25 (previously 0-3%) - Driven by stronger Natref performance 🔹Gas production volumes - Revised downward to 0-5% below FY25 - Due to: PSA and CTT delays & lower internal and external demand 🔹Macro & Strategic View: Operating environment remains challenging: - Elevated geopolitical risk - Global trade uncertainty - Soft end-market demand Management remains focused on execution controllables and proactive response 🔹Southern Africa Energy: Mining: The destoning plant achieved beneficial operation" [X Link](https://x.com/StockWaveNews/status/2014227539682562207) 2026-01-22T06:44Z [----] followers, [----] engagements "SASOL UP BIG CLICKS DOWN - TODAY'S MARKET BRIEF JSE JSE All Share: +0.60% Industrial 25: +1.27% Financial 15: +2.12% Resource 10: -1.33% Mid Cap: +2.08% Small Caps: 1.34% USDZAR: R16.14 Biggest Winners (Large Caps): - Sasol +14.17% - MTN Group +5.88% - Impala Platinum +5.29% - Valterra Platinum +3.95% - Sanlam +3.94% Biggest Losers (Large Caps): - Clicks -6.34% - AngloGold Ashanti -6.04% - Goldfields -4.76% - Harmony Gold -3.42% - BHP Group -2.51% Sasol moved higher after a positive business performance metrics released - stabilization of Secunda operations. Clicks moved lower after their" [X Link](https://x.com/StockWaveNews/status/2014410048588460397) 2026-01-22T18:49Z [----] followers, [----] engagements "$TRU Truworths International Ltd. Business Update & Voluntary Trading Statement (26 weeks ended [--] December 2025) Group Performance 🔹Group retail sales: R12.5bn flat Y/Y 🔹Retail sales momentum has improved marginally since the 18-week update in November [----]. 🔹Sales mix: - Cash sales: +2.3% - Account sales: 2.7% - Account sales contribution: 45% (Dec-24: 47%) Earnings Guidance (26 weeks) EPS: [---] 499c (FY25: 488.6c) - 0% to +2% YoY HEPS: [---] 499c (FY25: 489.2c) - 0% to +2% YoY Macroeconomic Backdrop 🔹UK: Low growth softening labour market and weak consumer confidence remain headwinds." [X Link](https://x.com/StockWaveNews/status/2014586643676582183) 2026-01-23T06:30Z [----] followers, [----] engagements "ABSA cuts Sasol to underweight and R82 price target. Sasol falls -3.6% A ton of sell-side updates this morning mostly in the precious metals space: - Sibanye Stillwater Raised to Equal-Weight at Morgan Stanley; PT R65 (11% downside) - Impala Raised to Overweight at Morgan Stanley; PT R350 (4.9% upside) - Gold Fields Cut to Underweight at Morgan A ton of sell-side updates this morning mostly in the precious metals space: - Sibanye Stillwater Raised to Equal-Weight at Morgan Stanley; PT R65 (11% downside) - Impala Raised to Overweight at Morgan Stanley; PT R350 (4.9% upside) - Gold Fields Cut" [X Link](https://x.com/StockWaveNews/status/2014604602302197983) 2026-01-23T07:42Z [----] followers, [----] engagements "Valterra Platinum Trading Statement Summary (12 months ended [--] December 2025) Earnings Guidance Headline Earnings 🔹Headline earnings: R15.6bn R17.3bn (+85% to +105%) 🔹HEPS: [----] [----] cents Basic Earnings 🔹Basic earnings: R14.5bn R15.9bn (+105% to +125%) 🔹EPS: [----] [----] cents Key Drivers of Performance - PGM pricing tailwind: +26% stronger average PGM dollar basket price at $1852/oz. - Cost discipline: R5bn in operational cost reductions more than offsetting inflation. - Insurance proceeds: R2.5bn received partially mitigating production losses from flooding at Amandelbult Tumela mine in" [X Link](https://x.com/StockWaveNews/status/2014651419505176967) 2026-01-23T10:48Z [----] followers, [----] engagements "Tesla Microsoft Apple & More: EARNINGS FOR THE WEEK JAN [--] - JAN [--] Major Names: Mon: Nucor $NUE RyanAir $RYAAY Tues: United Health $UNH Boeing $BA General Motors $GM Texas Instrument $TXN Seagate $STX Wed: ASML $ASML GE Vernova $GEV Microsoft $MSFT Meta $META Tesla $TSLA Lam Research $LRCX Thurs: Mastercard $MA Apple $AAPL SAP $SAP Sandisk $SNDK Fri: Sofi Tech $SOFI American Express $AXP Chevron $CVX ExxonMobil $XOM https://twitter.com/i/web/status/2015007442036531647 https://twitter.com/i/web/status/2015007442036531647" [X Link](https://x.com/StockWaveNews/status/2015007442036531647) 2026-01-24T10:23Z [----] followers, [----] engagements "Phillip Securities upgraded Netflix $NFLX to Accumulate and $100 price target. Stock rises +1.3%" [X Link](https://x.com/StockWaveNews/status/2015715207654371630) 2026-01-26T09:15Z [----] followers, [---] engagements "Midday Market Movers UP🟢 Valterra Platinum +6% Goldfields +5.5% Northam Platinum +4.8% AngloGold Ashanti +4.7% Impala Platinum +4.3% Sibanye-Stillwater +4% Harmony Gold +3% DOWN 🔴 Sasol -2.8% Bidvest -2.15% Discovery -1.6% Reinet -1.5% Richemont -1.5%" [X Link](https://x.com/StockWaveNews/status/2015772698228482326) 2026-01-26T13:03Z [----] followers, [----] engagements "$UNH United Health Earnings 🔹Revenue $113.2B vs $113.9B est. 🔹EPS $2.11 vs $2.10 est. FY26 Guidance 🔹Revenue $439B vs $456B est. 🔹EPS $17.75 vs $17.69 est. The stock is down -15% premarket https://twitter.com/i/web/status/2016121979695153383 https://twitter.com/i/web/status/2016121979695153383" [X Link](https://x.com/StockWaveNews/status/2016121979695153383) 2026-01-27T12:11Z [----] followers, [----] engagements "$AVI AVI Limited Trading Statement & Update (6 months to Dec 2025) Top-Line Performance 🔹Group Revenue: Increased by 4.9% to R8.88 billion. 🔹Gross Profit Margin: Improved year-on-year. Growth driven by volume gains in key categories and price increases to offset inflation. Earnings Guidance 🔹HEPS: Expected increase of 10.5% 12.5% (450.3 [-----] cents). 🔹EPS: Expected increase of 9.5% 11.5% (450.4 [-----] cents). Margins & costs - Gross margin improved led by I&J and disciplined margin management. - Selling & admin costs flat benefiting from prior-year restructuring. Result: Higher operating" [X Link](https://x.com/StockWaveNews/status/2016126265325961377) 2026-01-27T12:28Z [----] followers, [----] engagements "TOP [--] BUYS IN THE EASYEQUITIES ZAR ACCOUNT FOR WEEK OF JAN [--] - JAN [--] [--] Anglogold Ashanti [--] Satrix [--] ETF [--] Sasol [--] Satrix Resi ETF [--] Satrix MSCI World ETF https://twitter.com/i/web/status/2016418781661188533 https://twitter.com/i/web/status/2016418781661188533" [X Link](https://x.com/StockWaveNews/status/2016418781661188533) 2026-01-28T07:51Z [----] followers, [----] engagements "JSE equities rise ahead of SARB announcement Afrimat +5.9% OUTsurance +4.4% MTN Group +3.2% Sanlam +2.75% Mr Price +2.7% The Foschini Group +2.3% Pepkor +2% Optasia +2% FirstRand +1.9% Nedbank +1.9% Dis-Chem +1.6% Momentum +1.6% Capitec +1.6% Growthpoint Properties +1.25% Bidvest +1.2% Shoprite +1% https://twitter.com/i/web/status/2016804213242630454 https://twitter.com/i/web/status/2016804213242630454" [X Link](https://x.com/StockWaveNews/status/2016804213242630454) 2026-01-29T09:22Z [----] followers, [----] engagements "GOLD MINERS EXTEND DECLINE IN U.S MARKETS AS SPOT GOLD FALLS -3% $AU AngloGold Ashanti -10% $HMY Harmony Gold -8.5% $GFI Goldfields -8% $SBSW Sibanye Stillwater -7%" [X Link](https://x.com/StockWaveNews/status/2016918069298262296) 2026-01-29T16:55Z [----] followers, [----] engagements "Nu Holdings $NU received conditional approval from the Office of the Comptroller of the Currency to establish a national bank in the United States according to a company statement" [X Link](https://x.com/StockWaveNews/status/2016953223706226986) 2026-01-29T19:14Z [----] followers, [---] engagements "SILVER HAS ITS WORST DAY IN HISTORY - TODAY'S MARKET BRIEF JSE JSE All Share: -4.15% Industrial 25: -0.78% Financial 15: -0.60% Resource 10: -10.40% Mid Cap: -4.45% Small Caps: -1.34% USDZAR: R16 Biggest Winners (Large Caps): - AB Inbev +2.76% - Richemont +2.53% - Investec +1.34% - British American +0.96% - Clicks +0.96% Biggest Losers (Large Caps): - Valterra Platinum -13.96% - Impala Platinum -13.28% - AngloGold Ashanti -12.80% - Northam Platinum -12.56% -Sibanye Stillwater -9.69% Heavy selling in precious metals today as gold silver and PGMs fall more than -10% -30% and -20% respectively." [X Link](https://x.com/StockWaveNews/status/2017313654887034988) 2026-01-30T19:07Z [----] followers, [----] engagements "Shoprite Holdings Operational Update for the six months ended [--] December [----] (JSE: $SHP) Earnings guidance (continuing operations) 🔹HEPS: [-----] [-----] cents (+5.2% to +10.2% YoY) 🔹Diluted HEPS: [-----] [-----] cents (+5.4% to +10.3% YoY) Key points 🔹Supermarkets RSA Sales: R115.3 billion (+7.1%) 🔹Checkers Sixty60 Sales: +34.6% 🔹Internal Selling Price Inflation: 0.7% (vs. Official Food Inflation of 4.7%) Segment breakdown Supermarkets RSA (84.3% of group sales): 🔹Sales +7.1% to R115.3bn 🔹Like-for-like sales +1.9% 🔹Growth [---] faster than the rest of the market Supermarkets Non-RSA: 🔹Sales" [X Link](https://x.com/StockWaveNews/status/2018216714870063506) 2026-02-02T06:55Z [----] followers, [----] engagements "$GS Goldman Sachs is cautioning that U.S stocks may see additional selling pressure this week primarily driven by trend-following CTA funds that have already triggered sell signals on the S&P 500" [X Link](https://x.com/StockWaveNews/status/2020756878460887312) 2026-02-09T07:09Z [----] followers, [---] engagements "South Africa Economic Data due this Week Wed 🔹Business Confidence (11:30am) Thurs 🔹Gold Production (11:30am) 🔹Mining Production (11:30am) 🔹Thomson Reuters IPSOS (1 pm) 🔹Manufacturing Production (1pm) $JSE" [X Link](https://x.com/StockWaveNews/status/2020862265700819411) 2026-02-09T14:08Z [----] followers, [---] engagements "$PIK Pick n Pay crashes -11% following their poor trading update What do you see as the future for Pick n Pay Yesterday's SENS: Pick n Pay Stores Limited Trading Update & Statement (JSE: $PIK) Earnings guidance (Trading Statement) 🔹FY26 HEPS loss expected to widen by 20% compared to the loss of [------] cents reported in FY25. 🔹Group not yet able to provide EPS guidance https://t.co/BPmMtIbBjH Yesterday's SENS: Pick n Pay Stores Limited Trading Update & Statement (JSE: $PIK) Earnings guidance (Trading Statement) 🔹FY26 HEPS loss expected to widen by 20% compared to the loss of [------] cents" [X Link](https://x.com/StockWaveNews/status/2021124476922949836) 2026-02-10T07:30Z [----] followers, [----] engagements "Fairtree Asset Management Trims Stake in Orion Minerals (JSE: $ORN) Orion Minerals has notified the market that Fairtree Asset Management has ceased to be a substantial holder in the Company. According to the Form [---] disclosure Fairtrees clients actively reduced their position by selling [--------] shares on [--] December [----]. The transaction valued at approximately ZAR [----] million pushed the funds ownership interest below the 5% regulatory threshold. https://twitter.com/i/web/status/2021146624299245631 https://twitter.com/i/web/status/2021146624299245631" [X Link](https://x.com/StockWaveNews/status/2021146624299245631) 2026-02-10T08:58Z [----] followers, [----] engagements "Bought some Purple Group today seeing the stock is around R2.20 - not a lot though" [X Link](https://x.com/StockWaveNews/status/2021196513641365951) 2026-02-10T12:16Z [----] followers, [----] engagements "@ThapeloBoyza Not much has fundamentally changed from Tencent I think Naspers will be okay" [X Link](https://x.com/StockWaveNews/status/2021319616857841879) 2026-02-10T20:25Z [----] followers, [--] engagements "JSE Analyst Stock Picks David Shapiro (Sasfin Wealth) - $MSFT Microsoft David selects Microsoft arguing that the recent sell-off has been overdone. While he acknowledges it might remain weak for a bit longer he believes investors will eventually be able to pick it up at a very attractive price. He maintains that AI companies will perform very well from the investments they have made and specifically likes that Microsoft was sold down as hard as it was presenting a buying opportunity for future returns. Alex Duys (Umthombo Wealth) - $ITE Italtile Alex picks Italtile noting that while the South" [X Link](https://x.com/StockWaveNews/status/2021473127113302060) 2026-02-11T06:35Z [----] followers, [----] engagements "SENS Update: Coronation Asset Management has increased its stake in Afrimat Limited $AFT. Coronation now holds a 5.11% beneficial interest in the companys total issued share capital crossing the mandatory regulatory disclosure threshold. https://twitter.com/i/web/status/2021583077865075057 https://twitter.com/i/web/status/2021583077865075057" [X Link](https://x.com/StockWaveNews/status/2021583077865075057) 2026-02-11T13:52Z [----] followers, [----] engagements "When I walk into a Pick n Pay I can just feel why the stock is down where it is. Don't know if that makes sense I don't walk into Pick n Pay and think "i'm going to buy this dip"" [X Link](https://x.com/StockWaveNews/status/2021587940783092152) 2026-02-11T14:11Z [----] followers, [----] engagements "Tsogo Sun Limited Valuation (JSE: $TSG) Price Target set at R6.55 which indicates a -5% drop - The share price reflects that the stock is currently around fair value. 🔹Earnings have declined for [--] straight years now since [----] and therefore see sustained pressure on growth for [----] assuming just a 3% growth rate. 🔹A competitive environment especially in the online gambling space as competitors like sunbet and betway eat market share putting pressure on growth. 🔹Based on the current operating environment and challenges Tsogo faces - we see a modest rebound in [----] and slight growth the" [X Link](https://x.com/StockWaveNews/status/1967506479247659113) 2025-09-15T08:31Z [----] followers, [----] engagements "Naspers Trading Statement (H1 FY26) Earnings guidance (continuing operations): 🔹 EPS: +30.2% to +37.2% 🔹 Headline EPS: +5.6% to +12.6% 🔹 Core HEPS: +20.8% to +27.8% Drivers of growth: 🔹 Strong revenue + profit growth across Ecommerce 🔹 Solid contribution from equity-accounted investments (especially Tencent) 🔹 Core HEPS lifted by excluding FX translation losses 🔹 EPS boosted by gains from Tencent share sales linked to the ongoing buyback (not included in HEPS/core HEPS) Group momentum: 🔹 Naspers reports strong financial + operational results in H1 FY26 🔹 Ecosystem now reaches 2" [X Link](https://x.com/StockWaveNews/status/1990359240825827507) 2025-11-17T09:59Z [----] followers, [---] engagements "BHP (JSE: $BHG) ENDS PURSUIT OF ANGLO AMERICAN (JSE: $AGL) BHP announced it is no longer considering a takeover of Anglo American after initial discussions. The company maintains that a deal would have offered strong strategic value but says it remains confident in its own organic growth strategy. Under UK Takeover Code Rule [---] BHP can revisit the decision only if: Anglos board agrees A third party makes a firm offer Anglo announces a Rule [--] waiver or reverse takeover The UK Takeover Panel rules theres a material change in circumstances - BHP Group [--] Nov 2025" [X Link](https://x.com/StockWaveNews/status/1992881983505023440) 2025-11-24T09:04Z [----] followers, [---] engagements "Year To Date Returns of Every Top [--] Company [----] [--]. Prosus +45% [--]. BHP Group +0.76% [--]. British American Tobacco +58% [--]. Richemont +27% [--]. Anheuser-Busch Inbev +13% [--]. Glencore -3.36% [--]. Naspers +32% [--]. Anglo American PLC +18.5% [--]. AngloGold Ashanti +219% [--]. Gold Fields +172% [--]. FirstRand +6.61% [--]. Capitec Bank +25% [--]. Standard Bank +18.51% [--]. MTN Group +73% [--]. Valterra Platinum +100% [--]. Vodacom +33% [--]. Harmony Gold +107% [--]. Sanlam +5.70% [--]. ABSA +10.60% [--]. Impala Platinum +121.5% [--]. Shoprite -7.20% [--]. South32 -12% [--]. Discovery +12.50% [--]. Sibanye Stillwater +242% [--]. Bid Corp" [X Link](https://x.com/StockWaveNews/status/1994352562955239923) 2025-11-28T10:27Z [----] followers, [----] engagements "Amazing that Capitec is still 2nd after outperforming for a large number of years. Last 10Yrs: 🔹Capitec +600% 🔹FirstRand +80% Since inception: 🔹Capitec +321 123% 🔹FirstRand +1264% Simply the main reason FirstRand is still bigger despite the growth rate differences is because it started bigger while Capitec grew more explosively but from a smaller base. The TOP [--] Banking and Insurance Groups in South Africa. . : 🥇FirstRand ( . ) 🥈Capitec Bank ( . https://t.co/wH4khyBPh7 The TOP [--] Banking and Insurance Groups in South Africa. . : 🥇FirstRand ( . ) 🥈Capitec Bank ( ." [X Link](https://x.com/StockWaveNews/status/1994726403640635485) 2025-11-29T11:13Z [----] followers, [----] engagements "Would you be interested in using this for your portfolio I built a portfolio risk calculator where you can type in ticker names (any of your choice): Sasol $SOL.JO Sibanye $SSW.JO and Purple Group $PPE.JO and it outputs the Expected Return Annual volatility probability of a loss probability of a return greater than 20% and maximum expected loss a portfolio could incur over a specific period (in this case one year) at 95% confidence. https://twitter.com/i/web/status/1996582549603180723 https://twitter.com/i/web/status/1996582549603180723" [X Link](https://x.com/StockWaveNews/status/1996582549603180723) 2025-12-04T14:09Z [----] followers, [----] engagements "Average Analysts Price Targets for some JSE Stocks Bidcorp: 🎯 R510 per share (+24%) Pepkor: 🎯 R32 per share (+14%) Clicks: 🎯R431 per share (+25%) FirstRand: 🎯 R95 per share (+10%) Prosus: 🎯 R1365 per share (+32%) per interactive brokers" [X Link](https://x.com/StockWaveNews/status/1997885677325656277) 2025-12-08T04:27Z [----] followers, [----] engagements "Capitec continues its innovative strategy into digitalisation (JSE: $CPI) Capitec Bank has signed a binding deal to acquire 100% of Walletdoc Holdings (Pty) Ltd a South African fintech company focused on payment gateway solutions. Deal Structure and Walletdocs Offering: The R400 million transaction is split into two components: 🔹R300 million upfront cash payment subject to standard purchase price adjustments. 🔹R100 million deferred earn-out payable in cash over three years tied to Capitecs share price performance and dependent on Walletdoc meeting agreed milestones during that period." [X Link](https://x.com/StockWaveNews/status/1998112173436940563) 2025-12-08T19:27Z [----] followers, [---] engagements "Labat Africas interim trading statement (six months to [--] November 2025): Earnings Guidance: 🔹 Total comprehensive income is expected to be higher than the prior comparable period. Earnings surge: 🔹 Basic EPS expected to rise by over 100% to [----] cents (from [----] cents). 🔹 Headline EPS expected to rise by over 100% to [----] cents (from [----] cents). Balance sheet turnaround: 🔹 Net asset value (NAV) per share expected to increase by over 1000% to [-----] cents from a negative NAV of (1.62) cents previously. https://twitter.com/i/web/status/2001924200177811680" [X Link](https://x.com/StockWaveNews/status/2001924200177811680) 2025-12-19T07:54Z [----] followers, [---] engagements "YTD PERFORMANCE OF EVERY STOCK CURRENTLY IN THE EASYEQUITIES EASYAI AMETF $AGX Argan Inc +135.77% $APH Amphenol Corp +95.83% $APP AppLovin Corp +115% $AVGO Broadcom Inc +47.19% $AXON Axon Enterprise +0.62% $BWXT BWX Technologies +60% $CIEN Ciena Corp +184% $COHR Coherent Corp +89.80% $CRDO Credo Technology Group +111.30% $CRWD CrowdStrike +39.10% $FIX Comfort Systems USA +122% $FN Fabrinet +119.43% $GE GE Aerospace +86.70% $GEV GE Vernova +95.26% $IREN Iris Energy +302% $LITE Lumentum Holdings +355% $META Meta Platforms +10.40% $NBIS Nebius Group NV +205.50% $NET Cloudflare Inc +79.50% $NVDA" [X Link](https://x.com/StockWaveNews/status/2003432871927701646) 2025-12-23T11:49Z [----] followers, [----] engagements "Barron's top [--] stock picks for [----] Amazon $AMZN Bristol Myers Squibb $BMY Comcast $CMCSA Exxon Mobil $XOM Fairfax Financial $FRFHF Flutter Entertainment $FLUT Madison Square Garden Sports $MSGS Sl Green Realty $SLG Visa $V Walt Disney $DIS per http://Barrons.com http://Barrons.com" [X Link](https://x.com/StockWaveNews/status/2007074110120067089) 2026-01-02T12:58Z [----] followers, [----] engagements "TODAY'S MARKET BRIEF JSE JSE All Share: +1.84% Industrial 25: +1.46% Financial 15: +1.82% Resource 10: +2.47% Mid Cap: +1.79% Small Caps: +1.03% USDZAR: R16.35 Biggest Winners (Large Caps): Impala Platinum +4.25% Northam Platinum +4.19% South32 +4.19% Valterra Platinum +4.04% Vodacom +4.04% Biggest Losers (Large Caps): Bidcorp -0.96% Mondi -0.86% British American Tobacco -0.62% Pepkor -0.53% Outsurance -0.13% Strong day across the board for the JSE market - strong rand catching investors attention as well as a boost from soaring precious metal prices. USA Dow Jones +0.94% S&P500 +0.55% Nasdaq" [X Link](https://x.com/StockWaveNews/status/2008614937191477426) 2026-01-06T19:01Z [----] followers, [----] engagements "TODAY'S MARKET BRIEF JSE JSE All Share: -0.67% Industrial 25: -0.11% Financial 15: -0.34% Resource 10: -1.74% Mid Cap: -0.21% Small Caps: +0.21% USDZAR: R16.45 Biggest Winners (Large Caps): Mondi PLC +1.97% AB InBev +1.24% South [--] +0.61% Pepkor +0.3% Kumba Iron Ore +0.28% Biggest Losers (Large Caps): Pan African Resources -5.76% Sasol -4.15% GoldFields -3.35% Harmony Gold -3.06% Richemont -1.85% Red day across the JSE today. Nothing noticeable but rather normal market behaviour. Rand slightly weaker as well USA Dow Jones -0.17% S&P500 +0.23% Nasdaq +0.70% (Note markets are still open)" [X Link](https://x.com/StockWaveNews/status/2008956478132981872) 2026-01-07T17:38Z [----] followers, [----] engagements "TODAY'S MARKET BRIEF JSE JSE All Share: -0.79% Industrial 25: -0.21% Financial 15: +0.30% Resource 10: -2.67% Mid Cap: -1.89% Small Caps: -0.01% USDZAR: R16.52 Biggest Winners (Large Caps): AB InBev +2.89% Richemont +2.79% British American Tobacco +1.71% Absa +1.21% Reinet +1.16% Biggest Losers (Large Caps): Impala Platinum -8.20% Northam Platinum -7.29% Valterra Platinum -7.12% Sibanye Stillwater -3.68% Glencore -3.39% Profit taking in Platinum miners hit the JSE today while financials held up. USA Dow Jones +0.62% S&P500 -0.05% Nasdaq -0.57% (Note markets are still open) Economic Data:" [X Link](https://x.com/StockWaveNews/status/2009332573000892706) 2026-01-08T18:33Z [----] followers, [----] engagements "Analysts price targets and ratings for JSE listed stocks Notable Names: AB InBev $ANH: +30% upside Overweight Shoprite $SHP: +25% upside Overweight Clicks $CLS: +34% upside Overweight British American Tobacco $BTI: +29% upside Buy (understand these are analysts predictions and are not certainties) The latest JSE analyst recommendations 📊 https://t.co/8ihdJnpZcE The latest JSE analyst recommendations 📊 https://t.co/8ihdJnpZcE" [X Link](https://x.com/StockWaveNews/status/2009519188600046055) 2026-01-09T06:54Z [----] followers, [----] engagements "$RIO Rio Tinto and $GLN Glencore discuss possible merger to create the largest mining company in the world surpassing BHP Group $BHP" [X Link](https://x.com/StockWaveNews/status/2009544381611569466) 2026-01-09T08:34Z [----] followers, [----] engagements "TODAY'S MARKET BRIEF JSE JSE All Share: -0.09% Industrial 25: -0.66% Financial 15: -0.36% Resource 10: +0.80% Mid Cap: -0.17% Small Caps: -0.49% USDZAR: R16.42 Biggest Winners (Large Caps): - Sasol +5.63% - Glencore +3.71% - AB InBev +3.13% - Impala Platinum +2.66% - Northam Platinum +2.48% Biggest Losers (Large Caps): - Pepkor -5.11% - Harmony -3.37% - MTN Group -2.36% - Bidvest -1.89% - OUTsurance -1.51% Quiet day on the JSE - all indices relatively flat. Pepkor and Tiger Brands went ex-dividend today which led to them falling -5% and -11% respectively. Resources were the only positive" [X Link](https://x.com/StockWaveNews/status/2011495471198412913) 2026-01-14T17:47Z [----] followers, [----] engagements "TODAY'S MARKET BRIEF JSE JSE All Share: +0.20% Industrial 25: -0.81% Financial 15: +0.01% Resource 10: +1.18% Mid Cap: +0.59% Small Caps: +0.28% USDZAR: R16.41 (+0.16%) Biggest Winners (Large Caps): - Anglo American +5.67% - Impala Platinum +3.36% - BHP Group +3.17% - Kumba Iron Ore +3.02% - Glencore +2.83% Biggest Losers (Large Caps): - Naspers -2.12% - MTN Group -1.87% - Sasol -1.48% - Clicks -1.45% - Prosus -1.27% Mixed day on the JSE. Market digesting South Africa's CPI and retail sales numbers as well as comments from SARB Governor Lesetja Kganyago. Geopolitical tension - Trump and other" [X Link](https://x.com/StockWaveNews/status/2014039461043023947) 2026-01-21T18:16Z [----] followers, [----] engagements "JUST IN: FirstRand CEO Mary Vilakazi said that 3.5% GDP growth target is achievable in South Africa in her interview in Davos per Bloomberg" [X Link](https://x.com/StockWaveNews/status/2014246085493993532) 2026-01-22T07:57Z [----] followers, [----] engagements "3) Satrix Nasdaq [---] $STXNDQ Nvidia: R90.20 Apple: R80.00 Microsoft: R71.60 Amazon: R49.10 Tesla: R39.60 Meta Platforms: R38.60 Alphabet: R36.30 Alphabet: R33.80 Broadcom: R32.50 Palantir Technologies: R22.30 Other: R506 https://twitter.com/i/web/status/2014677337359446115 https://twitter.com/i/web/status/2014677337359446115" [X Link](https://x.com/StockWaveNews/status/2014677337359446115) 2026-01-23T12:31Z [----] followers, [---] engagements "4) Satrix Divi ETF $STXDIV Investec: R63.50 Nedbank: R61.80 Absa: R61.10 Truworths: R47.50 Standard Bank: R44.10 Kumba Iron Ore: R43.20 Old Mutual: R39.20 Exxaro Resources: R37.40 Netcare: R36.70 Ninety One: R35.90 Other: R529.60 https://twitter.com/i/web/status/2014677341520154736 https://twitter.com/i/web/status/2014677341520154736" [X Link](https://x.com/StockWaveNews/status/2014677341520154736) 2026-01-23T12:31Z [----] followers, [----] engagements "GOLD MINERS FALL NASPERS RISE - TODAY'S MARKET BRIEF JSE JSE All Share: -0.92% Industrial 25: +1.14% Financial 15: +0.60% Resource 10: -3.91% Mid Cap: -0.86% Small Caps: -0.91% USDZAR: R15.97 Biggest Winners (Large Caps): - Clicks +4.02% - Naspers +2.76% - FirstRand +1.87% - Capitec +1.96% - Richemont +1.57% Biggest Losers (Large Caps): - AngloGold Ashanti -6.36% - Goldfields -6.23% - Harmony Gold -5.47% - Sibanye Stillwater -3.76% - Pan-African -3.17% Gold holds steady above $5000 but we saw some profit taking in miners after consecutive day gains. Naspers moved higher today tracking" [X Link](https://x.com/StockWaveNews/status/2016204931557163367) 2026-01-27T17:41Z [----] followers, [----] engagements "Whats one stock youve been waiting to buy but havent and wish you did Mine is a global broker Interactive Brokers $IBKR - Efficiency machine: operating and net profit margin above 70%" [X Link](https://x.com/StockWaveNews/status/2016416321274012095) 2026-01-28T07:41Z [----] followers, [----] engagements "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 https://twitter.com/i/web/status/2016417991668167088 https://twitter.com/i/web/status/2016417991668167088" [X Link](https://x.com/StockWaveNews/status/2016417991668167088) 2026-01-28T07:48Z [----] followers, [----] engagements "Microsoft falls -10% SARB holds rates - TODAY'S MARKET BRIEF JSE JSE All Share: +0.14% Industrial 25: -0.66% Financial 15: +1.17% Resource 10: -0.02% Mid Cap: -0.08% Small Caps: -0.21% USDZAR: R15.80 Biggest Winners (Large Caps): - South32 +3.09% - BHP +3.08% - Glencore +2.34% - Sanlam +2.30% - Anglo American +2.15% Biggest Losers (Large Caps): - Richemont -3.16% - Harmony Gold -2.06% - Mondi -1.96% - Northam -1.58% - Prosus -1.33% Strong start to the day for SA Inc with most retailers posting solid gains until the SARB interest rate decision. SARB kept rates unchanged at 6.75% keeping a" [X Link](https://x.com/StockWaveNews/status/2016938414864470401) 2026-01-29T18:16Z [----] followers, [----] engagements "Northam Platinum Trading Statement for the six months ended [--] December [----] (JSE: $NPH) Earnings 🔹HEPS: [--] [-----] [--] [-----] cents (1 000% increase) 🔹Basic EPS: [--] [-----] [--] [-----] cents (1 000% increase) Headline Financial Highlights (H1 FY2026) 🔹Revenue: R23.3 billion (+60.0%) 🔹Operating Profit: R5.8 billion (+439.2%) 🔹EBITDA: R7.5 billion (H1 FY2025: R1.8 billion) 🔹Unit Cash Cost: R27 208/4E oz (+7.2%) https://twitter.com/i/web/status/2020736052080640234 https://twitter.com/i/web/status/2020736052080640234" [X Link](https://x.com/StockWaveNews/status/2020736052080640234) 2026-02-09T05:46Z [----] followers, [---] engagements "Quality companies off of their highs $BID Bidcorp (-11) $CFR Richemont (11%) $V Visa (-12%) $SHP Shoprite (-15%) $AMZN Amazon (-17%) $MSFT Microsoft (-23%) $NPN Naspers (-27%) $NFLX Netflix (-38%) $MC Louis Vuitton (-40%) $NOW ServiceNOW (-51%)" [X Link](https://x.com/StockWaveNews/status/2021302260479738126) 2026-02-10T19:16Z [----] followers, [----] engagements "JSE Analyst Stock Picks Chantal Marx (FNB Wealth and Investments) - $NPN Naspers / $PRX Prosus Chantal picks Naspers (and by extension Prosus) describing them as "very cheap stuff" at the moment. She highlights that these companies have sold off heavily since late last year driven in part by pressure on Tencent due to renewed regulatory fears which she believes are unfair. She sees this as a trading opportunity noting that the discount for Naspers and Prosus has widened despite positive portfolio management progress at the group level. She considers the stocks cheap and is happy to start" [X Link](https://x.com/StockWaveNews/status/2021874052047008195) 2026-02-12T09:08Z [----] followers, [----] engagements "This ETF seems underrated. Heres what R1000 invested in the FNB Midcap ETF will buy you: Impala Platinum - R95 Sibanye Stillwater - R76.2 Northam Platinum - R54.6 Pepkor - R49.4 Remgro - R46 Clicks - R46 Nepi Rockcastle N.V - R45.1 Bidvest - R39.6 Reinet Investments - R37 Other - R4964 https://twitter.com/i/web/status/1998633939687113100 https://twitter.com/i/web/status/1998633939687113100" [X Link](https://x.com/StockWaveNews/status/1998633939687113100) 2025-12-10T06:00Z [----] followers, 29.5K engagements "What R1000 will buy you in the top [--] most popular ETFs on EasyEquities 🧵 1) Satrix Top [--] $STX40 Naspers : R111.60 Gold Fields : R85.80 Anglogold Ashanti : R66.80 Firstrand : R61.90 Standard Bank Group : R51.10 Capitec Bank Holdings : R47.90 Valterra Platinum : R44.10 Mtn Group : R39.90 Prosus Nv: R32.00 Impala Platinum Holdings: R27.50 Other: R431.4 https://twitter.com/i/web/status/2014677328735936982 https://twitter.com/i/web/status/2014677328735936982" [X Link](https://x.com/StockWaveNews/status/2014677328735936982) 2026-01-23T12:31Z [----] followers, 17.8K engagements "Capitec Trading Statement for the year ending [--] February [----] (JSE: $CPI) Earnings Guidance 🔹HEPS: [--] 294c [--] 890c - +20% to +25% (FY25: [--] 912c) 🔹EPS: [--] 293c [--] 889c - +20% to +25% (FY25: [--] 911c) What Drove the Growth - Banking & Transactions - Simplified fee structure introduced (lower transaction fees + cheaper POS devices) - Strong client growth and higher transaction volumes - Net transaction and commission income grew in line with expectations despite lower fees https://twitter.com/i/web/status/2021582497671184765 https://twitter.com/i/web/status/2021582497671184765" [X Link](https://x.com/StockWaveNews/status/2021582497671184765) 2026-02-11T13:50Z [----] followers, [----] engagements "City Lodge Hotels Limited Voluntary Trading Statement for the six months ended [--] December [----] (JSE: $CLH) Earnings Guidance 🔹Adjusted HEPS: 25.3c 26.6c - +29% to +36% (FY25: 19.6c) 🔹EPS: 20.7c 22c - -4% to +2% (FY25: 21.6c) Forex Impact: The discrepancy between the strong Adjusted earnings and the flat Reported earnings is due to unrealized foreign exchange movements. The statutory numbers (Basic EPS and HEPS) include these forex fluctuations which dampened the reported result. The "Adjusted" figure strips out these volatile non-cash items to reveal the health of day-to-day operations." [X Link](https://x.com/StockWaveNews/status/2021584624229498882) 2026-02-11T13:58Z [----] followers, [----] engagements "Cell C Holdings Limited Unaudited Interim Results for the six months ended [--] November [----] (JSE: $CCD) Headline Financial Highlights (1H FY2026) 🔹Revenue: R5.68 billion (+1.8%) 🔹Service Revenue: R5.62 billion (+2.1%) 🔹Adjusted EBITDA: R917.4 million (-1.1%) 🔹IFRS EBITDA: R4.21 billion (+442.0%) Reflects restructuring impacts 🔹Headline Earnings Per Share (HEPS): [-----] cents 🔹Net Debt: R2.39 billion (-57.9%) achieving a healthy 0.6x net debt ratio. 🔹Capital Expenditure: R395 million (Cash Technology-related capex). Operational Momentum - Subscribers: 8.63m (+11%) - MVNO HLR subscribers:" [X Link](https://x.com/StockWaveNews/status/2022232583812047016) 2026-02-13T08:53Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@StockWaveNews StockWave
StockWave posts on X about platinum, gold, in the, stocks the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
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- [--] Week [---] -6.40%
- [--] Month [---] +32%
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Social Influence
Social category influence finance 65.46% stocks 29.9% technology brands 11.86% cryptocurrencies 9.79% countries 7.73% exchanges 3.61% financial services 2.58% currencies 2.06% automotive brands 2.06% luxury brands 1.03%
Social topic influence platinum #991, gold 13.4%, in the 9.79%, stocks 8.25%, strong 6.7%, british american tobacco #6, dividend #1129, south africa 5.67%, investment 5.67%, share 4.64%
Top accounts mentioned or mentioned by @eugenechemaly @alechogg @biznewscom @thapeloboyza @dude_from_south @rmasomo @yungdontrust @simplyext @maderjc @drdhiven @fediza @say_what_190 @bonganindlovu9 @ianjacobs5 @indexfundguy50 @da_zuks05 @crcouve @meidogo404 @khumbulani @theunissenshaun
Top assets mentioned British American Tobacco (BTI) BHP Group Limited (BHP) Microsoft Corp. (MSFT) Validity (VAL) Coldstack (CLS) GE Vernova Inc. (GEV) Netflix Inc (NFLX) Meta Platforms, Inc. (META) Tesla, Inc. (TSLA) Crowdstrike Holdings Inc (CRWD) Vail Resorts, Inc. (MTN) Morgan Stanley (MS) Cullen/Frost Bankers, Inc. (CFR) Agilon Health, Inc. (AGL) Alphabet Inc Class A (GOOGL) Iris Energy Limited (IREN) OUTFRONT Media Inc. (OUT) DCP Midstream, LP. (DCP) Exxon Mobil (XOM) Arista Networks Inc (ANET)
Top Social Posts
Top posts by engagements in the last [--] hours
"ETF Guide for South Africans RT and share if it helps Major Indices ETFs Satrix Top [--] $STX40 Satrix S&P500 Feeder $STX500 Satrix Nasdaq [---] Feeder $STXNDQ Sygnia Euro Stoxx [--] $SYGEU Satrix MSCI China $STXCHN Sygnia MSCI Japan $SYGJP Top Technology ETFs 1nvest S&P500 info tech $ETF5IT iShares expanded tech software $IGV Sygnia itrix fang .ai actively managed $SYFANG South Africa Sectors Satrix industrial [--] $STXIND Satrix Financial [--] $STXFIN Satrix Resource [--] $STXRES Satrix Healthcare $STXHLT Satrix Property $STXPRO Commodites Platinum $ETFPLT $NGPLT Gold $ETFGLD $GLD Palladium $ETFPLD"
X Link 2025-08-14T14:09Z [----] followers, [----] engagements
"If you are a young South African but don't know where to start with investing Here's what I would do: [--] Easy Steps: [--]. Open an EasyEquities account [--]. Go onto moneyweb and investing .com to read about basic news happening. [--]. Watch Stock Watch on Business Day TV youtube channel. [--]. Invest in my TFSA account every month in a main index ETF such as Satrix S&P500 or Satrix Top [--]. [--]. Try add to or buy [--] stock or ETF each month. (RT and Share to help other South Africans out there) #EasyEquities #Satrix #TFSA"
X Link 2025-08-22T07:20Z [----] followers, [----] engagements
"Sasol Financial Results for the Year Ended [--] June [----] (JSE: $JSESOL) (NYSE: $SSL) 🔹Revenue: R249bn 9% (oil price & refining margin pressure). 🔹Adj. EBITDA: R51.8bn 14%. 🔹Free cash flow: R12.6bn 75%. 🔹EPS: R10.60 vs. -R69.94; HEPS 93% to R35.13. 🔹Net debt: R65bn 13%. 🔹No dividend (debt above policy trigger). 🔹Impairments eased to R20.7bn from R74.9bn. Outlook: Focus on cost discipline emissions roadmap & capital allocation. Market still volatile but cash flow strength improves balance sheet flexibility. https://twitter.com/i/web/status/1959847149362979222"
X Link 2025-08-25T05:15Z [----] followers, 11.2K engagements
"My brother is smashing it in his TFSA He can sleep at night not worrying about his investments while they make him money and he can focus on engineering 📈 #EasyEquities #Satrix"
X Link 2025-09-17T09:08Z [----] followers, 10.3K engagements
"Here is my ETF guide for South Africans that are starting out in investing and dont know where to look 📊 Note: all these ETFs can be bought on EasyEquities RT & Share for more"
X Link 2025-09-18T09:04Z [----] followers, 18K engagements
"Saving R80 a day = R30 [---] per year Let that sink in"
X Link 2025-10-05T19:00Z [----] followers, [----] engagements
"StockWave Investment Challenge Prize Money: 🥇1st Place: R1000 🥈2nd Place: R500 Key Dates: 🔹Entry (Free): [--] October - [--] October [----] 🔹Start Date: [--] October [----] 🔹End Date: [--] December [----] 🔹Results: [--] December [----] Information: Over the [--] days to enter you must comment one stock/ETF that you believe will perform the best over the period [--] October to [--] December [----]. The top [--] best performing stock/ETF will be eligible for the prize money. How To Enter (Requirements): 🔹Follow @StockWaveNews 🔹RT This Post 🔹Comment your one stock/ETF pick Why Are We Doing This This challenge is"
X Link 2025-10-06T04:59Z [----] followers, 18.7K engagements
"Top [--] best performing funds in South Africa. Read the full story here https://www.moneyweb.co.za/investing/equities/stunning-returns-from-unit-trusts-and-etfs/ https://www.moneyweb.co.za/investing/equities/stunning-returns-from-unit-trusts-and-etfs/"
X Link 2025-10-06T06:49Z [----] followers, 45.3K engagements
"We're up + 30% on Anglo American $AGL since we bought here and I still think we're in the early days of the Copper cycle. I don't expect any short term run like we see in gold and platinum but rather staircase higher over the coming years as Copper demand will likely stay strong. The recent strength in Anglo is more from good management and their deal with Teck Resources $TECK as well as the unbundling of Anglo Platinum (now Valterra Platinum $VAL) which has made Anglo American a more pure Copper play. I continue to be positive on Anglo American and hope to add more on weakness. Bought Anglo"
X Link 2025-10-09T08:30Z [----] followers, [----] engagements
"Calgro M3 Holdings Limited Unaudited Condensed Consolidated Interim Results (H1 FY26) for the six months ended [--] August 2025: JSE: $CGR Earnings Summary (vs H1 FY25 restated) 🔹Gross profit margin: 29.43% stable (vs 29.57%) 🔹Net asset value (NAV): R15.82/share 6.4% 🔹Net debt-to-equity: [----] (vs 0.65) 🔹EPS: 83.0c 17.8% 🔹HEPS: 82.9c 17.8% 🔹Dividend: Nil (vs Nil) Key Points 🔹Results reflect short-term revenue and profit pressure due to capital reallocation to the Bankenveld District City project - revenue recognition deferred pending public-sector agreement finalisation. 🔹Gross margins"
X Link 2025-10-13T05:34Z [----] followers, [----] engagements
"List of all entries with the appropriate stock and entry price @StockWaveNews Would be interesting to see a compiled list of all the names that were picked. @StockWaveNews Would be interesting to see a compiled list of all the names that were picked"
X Link 2025-10-13T10:34Z [----] followers, [----] engagements
"One of the best performing ETF's on EasyEquities in the last [--] weeks is EasyETFs AI World Actively Managed ETF $EASYAI I didn't even know what this ETF was so here is a breakdown: Description: This actively managed ETF aims for long-term capital growth by investing globally in companies set to profit from the development and use of AI. The fund uses a research-driven thematic and quantitative approach to select AI innovators while maintaining flexibility across a diverse range of permitted assets. Top [--] Holdings: [--] Nvidia $NVDA 6.82% [--] Credo Technology $CRDO 6.77% [--] AppLovin Corp $APP 6.26%"
X Link 2025-10-18T07:40Z [----] followers, 16.6K engagements
"Sygnia Itrix FANG. AI Actively Managed ETF (JSE: $SYFANG) Description: The objective of the Sygnia Itrix Actively Managed ETF is to provide a simple vehicle to investors who wish to gain investment exposure to companies that use advanced technologies to acquire and retain users including industry-disrupting technologies such as artificial intelligence large language models cloud storage big data social media and e-commerce tools. The holdings of this actively managed portfolio depend on a number of factors including the underlying benchmark the NYSE FANG+Index (although the portfolio is not"
X Link 2025-10-19T10:18Z [----] followers, [----] engagements
"SA Inc Performing Today Woolworths Holdings +4.70% Pepkor +3.80% Investec +2.81% Growthpoint Properties +2.28% Nedbank +2.25% Mr Price +2.20% Shoprite +2.15% Capitec +2% FirstRand +2% Clicks +1.65% https://twitter.com/i/web/status/1980274005627048125 https://twitter.com/i/web/status/1980274005627048125"
X Link 2025-10-20T14:04Z [----] followers, [----] engagements
"(JSE: $TFG) The Foschini Group Trading Update for the six months ended [--] September [----] (H1 FY2026): Earnings Guidance Earnings per Share (EPS) and Headline EPS (HEPS) expected to be 20-25% lower year-on-year. 🔹Basic EPS: 276.2294.6 cents (vs 368.3c). 🔹Basic HEPS: 278.7297.3 cents (vs 371.6c). Decline driven by: Margin pressure higher finance costs and weak SA and Australian trading conditions. Group Overview 🔹Group sales: 12.7% to R29.2 billion ( 3.5% excluding White Stuff). 🔹Online sales: 55.3% now 14.7% of total retail sales (vs 10.7% in H1 FY2025). 🔹TFG Africa online sales 40.2%"
X Link 2025-10-21T09:13Z [----] followers, 13.6K engagements
"The Foschini Group falls -12% today after guiding EPS and HEPS lower by 20-25% year-on-year. This has lead to a sell off in the broader retail market: Mr Price -4.30% Pepkor -4.20% Truworths -3.20% Woolworths -3.10% Lewis Group -2% Boxer -1.80% Dis-Chem -1.50% (JSE: $TFG) The Foschini Group Trading Update for the six months ended [--] September [----] (H1 FY2026): Earnings Guidance Earnings per Share (EPS) and Headline EPS (HEPS) expected to be 20-25% lower year-on-year. 🔹Basic EPS: 276.2294.6 cents (vs 368.3c). 🔹Basic HEPS: https://t.co/UkYmBMQhjA (JSE: $TFG) The Foschini Group Trading Update"
X Link 2025-10-21T09:22Z [----] followers, 23.6K engagements
"Top [--] Buys in EasyEquities TFSA Account for the Week Oct [--] - Oct [--] [--] Satrix S&P500 ETF [--] Satrix MSCI World ETF [--] Satrix Resi ETF [--] Satrix Nasdaq [---] ETF [--] Satrix [--] ETF"
X Link 2025-10-22T07:39Z [----] followers, [----] engagements
"Clicks Group Limited reviewed annual results for the year ended [--] August [----] (JSE: $CLS) Headline Financial Highlights (FY2025) 🔹Group turnover: R47.8 billion (+5.3%) 🔹Retail turnover: +6.0% (ex-Unicorn +7.0%) 🔹Trading profit: R4.7 billion (+12.1%) 🔹Trading margin: 9.8% (+60 bps) 🔹Diluted HEPS: [--] [---] c (+14.1%) 🔹Total dividend: [---] c (+14.2%) payout ratio 65% 🔹ROE: 49.2% - Cash generated by operations: R6.6 billion - Capital expenditure: R985 million (mainly new stores IT and supply chain) - Shareholder returns: R2.7 billion (R1.9 billion dividends + R751 million buybacks)"
X Link 2025-10-23T07:02Z [----] followers, [----] engagements
"R1000 in the Satrix Industrial [--] ETF (JSE: $STXIND) will buy you: Naspers - R2375 MTN - R1025 Prosus - R783 British American Tobacco - R706 Richemont - R617 Bidcorp - R583 Shoprite - R52 Anheuser-Bush Inbev - R361 Pepkor - R361 Clicks - R336 Other - R2333 https://twitter.com/i/web/status/1983100978535571515 https://twitter.com/i/web/status/1983100978535571515"
X Link 2025-10-28T09:18Z [----] followers, 18.6K engagements
"SA Inc Today 🔹Banks ABSA: +3% Standard Bank: +2.80% Nedbank: +2.60% Investec: +2.40% FirstRand: +2.15% Capitec: +1.20% 🔹Retail Bidvest: +3% Clicks: +2.70% Woolworths +2.30% Shoprite: 2.16% MTN: 2% Pepkor: +1.65%"
X Link 2025-10-28T09:53Z [----] followers, [----] engagements
"Here's Another: R1000 in the Satrix Dividend Plus ETF (JSE: $STXDIV) will buy you: Investec - R72.8 Nedbank - R54.2 Absa - R50.5 Truworths - R49.9 Kumba Iron Ore - R43.7 Exxro Resources - R41.2 Standard Bank - R39.3 Old Mutual - R38.4 Ninety One Lim - R37.3 Ninety One Plc - R36.7 Other - R464 I really enjoy these types of breakdowns 👌🏾 I really enjoy these types of breakdowns 👌🏾"
X Link 2025-10-28T15:05Z [----] followers, 46.8K engagements
"Here are Popular Brokers for South African Retail Investors Easy Equities 🔹By far the biggest retail broker in SA. 🔹Fractional investing low minimums user-friendly app. 🔹 Best option for a new investor SatrixNOW 🔹Direct platform for Satrix ETFs 🔹Simple and low-cost way to build ETF portfolios. WebullZA 🔹 App-based broker with commission-free access to US stocks and ETFs. 🔹Offers fractional shares so you can start with small amounts. Give access to the options market. 🔹User-friendly platform designed for everyday retail investors. (Note: WebullZA only offers JSE stocks through OTCs)"
X Link 2025-10-29T06:31Z [----] followers, [----] engagements
"Best Dividend Stocks/ETF's listed on the JSE (No Specific Order) Satrix Dividend ETF: $STXDIV 🔹Dividend Yield: 5.4% 🔹Top [--] Holdings: Investec Nedbank ABSA Truworths Kumba Iron Ore Satrix Property $STXPRO 🔹Dividend Yield: 6.62% 🔹Top [--] Holdings: Fortress Real Est Growthpoint Properties Nepi Rockcastle Redefine Properties Higher Yield Riskier Stocks 🔹Exxaro - 10% dividend yield 🔹Thungela Resources - 17% dividend yield 🔹Kumba Iron Ore - 10.50% dividend yield 🔹Truworths - 8.80% dividend yield 🔹Sun International - 10.40% dividend yield 🔹Coronation Fund Managers - 8.60% dividend yield"
X Link 2025-10-30T07:33Z [----] followers, [----] engagements
"R1000 in the Satrix Top [--] (JSE: STX40) will buy you: Naspers - R138.8 Gold Fields - R90.2 AngloGold Ashanti - R60.3 FirstRand- R55.5 Prosus - R45.8 Standard Bank - R43.5 Capitec Bank - R41.9 Valterra Platinum - R37.9 MTN Group - R35.8 Anglo American - R29 Other - R421.3"
X Link 2025-10-31T06:44Z [----] followers, 11.8K engagements
"I want to make a new improved ETF guide What would you like to see changed/added"
X Link 2025-11-03T07:20Z [----] followers, 19.5K engagements
"This will be the new formatting and I will turn the finished ETF guide into a comprehensive PDF with more headings more information - If there is something missing let me know I want to make a new improved ETF guide What would you like to see changed/added https://t.co/i5wAsWdNRl I want to make a new improved ETF guide What would you like to see changed/added https://t.co/i5wAsWdNRl"
X Link 2025-11-03T15:23Z [----] followers, 14K engagements
"(JSE: $SSW) Sibanye Stillwater Q3 [----] Operating Update 🔹 Group adj. EBITDA up +198% YoY to R9.9bn (US$560m) 🔹 SA PGM operations: Strong delivery + 36% higher basket price - EBITDA up 213% to R5.0bn 🔹 US PGM operation: Restructuring paying off - EBITDA US$33m 100% YoY 🔹 SA Gold (incl. DRDGOLD): Better output + 35% higher gold price - EBITDA up 177% to R3.7bn 🔹 US Recycling added US$27m EBITDA 🔹 Two renewable energy projects online in [----] [--] GWh generated R45m cost savings 🔹 Safe production improving (YTD TRIFR [--] SIFR 2.25) zero fatalities remains the goal"
X Link 2025-11-06T07:23Z [----] followers, [----] engagements
"(JSE: $PPE) Purple Group Trading statement for the year ended [--] August [----] Purple Group expects a big earnings jump for FY25: EPS & HEPS: 4.12c-4.47c vs 1.77c last year - up 133%-153% YoY The EasyEquities owner continues to benefit from improved profitability and operational leverage signalling a strong recovery after a muted FY24. Full results drop [--] Nov 2025"
X Link 2025-11-06T12:21Z [----] followers, [----] engagements
"Market Update: SA Miners Sibanye Stillwater +6.80% AngloGold Ashanti +6.50% Harmony Gold +5.80% Goldfields +5.50% Northam Platinum +4.10% Impala Platinum +3.80% Valterra Platinum +3.70% Anglo American +1.80% BHP Group +1.20% Glencore +0.60%"
X Link 2025-11-10T12:16Z [----] followers, [----] engagements
"SA Inc Today Banks 🔹Firstrand +4% 🔹Absa +3% 🔹Nedbank +2.70% 🔹Standard Bank +1.90% 🔹Capitec +1.30% Retail 🔹Woolworths +5.70% 🔹Motus +4% 🔹Bidvest +3.75% 🔹MTN +2.65% 🔹Mr Price +1.84% 🔹Growthpoint +1.80% 🔹Vodacom +1.75% 🔹Clicks +1% 🔹Pepkor +0.90% https://twitter.com/i/web/status/1988929817652134386 https://twitter.com/i/web/status/1988929817652134386"
X Link 2025-11-13T11:19Z [----] followers, [----] engagements
"3 Page ETF Guide for South Africans. Hope this helps Here is the google drive link to the full PDF: https://drive.google.com/file/d/1LkFhMTDR__oNgf0xXXSp-I4yMJL2-SP3/viewusp=sharing https://drive.google.com/file/d/1LkFhMTDR__oNgf0xXXSp-I4yMJL2-SP3/viewusp=sharing"
X Link 2025-12-03T05:33Z [----] followers, 14.4K engagements
"Which portfolio would you rather own for the next [--] years Portfolio A: Balanced Blue Chip - Naspers - FirstRand - MTN Group - Richemont Portfolio B: Resources - Goldfields - Sasol - Impala Platinum - Sibanye Stillwater Portfolio C: SA Inc - Shoprite - Clicks - Pepkor - Purple Group Portfolio D: Mixed - Standard Bank - Prosus - Harmony Gold - Mr Price https://twitter.com/i/web/status/1996811976794652789 https://twitter.com/i/web/status/1996811976794652789"
X Link 2025-12-05T05:20Z [----] followers, 24.3K engagements
"My Local Picks for [----] Optasia: - One of the best tech plays on the JSE offering exposure to AI related products. - Believe there is a valuation discount stock trades on a low forward multiple given management's guidance. - Investment by FirstRand: 20% stake prior to IPO shows confidence and potentially using Optasia tech in their lending products. Pepkor: - Pepkor has a dominant position within the SA economy as a retailer. - Benefit from lower interest rates and increased consumer spending. - Pepkor is also launching its own banking products to target the same lower-to-middle income"
X Link 2026-01-08T07:14Z [----] followers, 14.3K engagements
"WHICH PORTFOLIO YOU HOLDING FOR THE NEXT 5YRS Portfolio A: SA Inc Spar Group Dis-Chem Vodacom Tiger Brands Portfolio B: High Growth / Speculative Purple Group Renergen Weaver Fintech 4Sight Holdings Portfolio C: The 'B's British American Tobacco Bidcorp Bidvest Blue Label Telecom Portfolio D: Energy & Mining Goldfields Exxaro Impala Platinum Sasol Portfolio E: ETFs Satrix Top [--] 1nvest S&P500 info tech Satrix Fini Satrix Div https://twitter.com/i/web/status/2010024843928895885 https://twitter.com/i/web/status/2010024843928895885"
X Link 2026-01-10T16:24Z [----] followers, 27.6K engagements
"TOP [--] BEST PERFORMING STOCKS ON THE JSE IN THE LAST [--] YEARS Goldfields +1637% DRDGold +1431% Anglo American +1261% Pan African Resources +1260% Harmony Gold Mining +1259% Impala Platinum +1243% AngloGold Ashanti +1161% Kumba Iron Ore +1033% Capitec +860% Argent Industrial Limited +821% https://twitter.com/i/web/status/2015118476675784930 https://twitter.com/i/web/status/2015118476675784930"
X Link 2026-01-24T17:44Z [----] followers, 44.2K engagements
"Yesterday's SENS: Pick n Pay Stores Limited Trading Update & Statement (JSE: $PIK) Earnings guidance (Trading Statement) 🔹FY26 HEPS loss expected to widen by 20% compared to the loss of [------] cents reported in FY25. 🔹Group not yet able to provide EPS guidance Deterioration driven by below-expectation turnover breaking prior guidance of losses being broadly in line with FY25 Headline Financial Highlights (48 weeks ended [--] Feb 2026) 🔹Group Turnover: +3.2% (+3.4% like-for-like). 🔹Boxer Turnover: +11.9% (+3.9% like-for-like). 🔹Pick n Pay SA Turnover: -1.4% (Due to planned store"
X Link 2026-02-10T07:24Z [----] followers, [----] engagements
"TODAY'S MARKET BRIEF JSE JSE All Share: +0.51% Industrial 25: -0.66% Financial 15: +1.20% Resource 10: +1.17% Mid Cap: +0.22% Small Caps: -0.05% USDZAR: R15.95 Biggest Winners (Large Caps): - Mondi PLC +3.58% - Nedbank +3.22% - Richemont +2.96% - Discovery +2.85% - Anglo American +2.42% Biggest Losers (Large Caps): - Prosus -2.96% - Naspers -2.76% - British American Tobacco -2.29% - Clicks -1.15% - Remgro -1.02% Strong day today for SA Inc with major banks all gaining over 1%. Pick n Pay closed -9% lower after releasing a trading statement showing further losses to come - this weighed on the"
X Link 2026-02-10T17:51Z [----] followers, [----] engagements
"(JSE: $ISO) ASP Isotopes Renergen Helium Project ASP Isotopes reports material operational and commercial progress at the Renergen Helium Project since taking control. Gas throughput has increased by 60% following plant upgrades and improved drilling execution. Post-restart drilling success stands at 80% supported by enhanced subsurface modelling with early evidence of additional reserve upside from a newly identified shallow sandstone reservoir. Commercial readiness has advanced with 60% of Phase [--] LNG offtake already contracted and helium sales pathways established. Phase [--] commissioning is"
X Link 2026-01-29T12:44Z [----] followers, [----] engagements
"British American Tobacco Preliminary Results for the year ended [--] December [----] (JSE: $BTI) Headline Financial Highlights (FY2025) 🔹Revenue: -1.0% reported; +2.1% in constant currency. 🔹Reported Profit from Operations: Up 265% (Operating margin 39.0%). - Note: The massive increase is largely due to movements in the Canadian settlement provision. 🔹Adjusted Profit from Operations: +2.3% (Operating margin flat at 44.0%). 🔹Reported Diluted EPS: 349.1p (+157%). 🔹Adjusted Diluted EPS: +3.4%. 🔹Dividend: Increased by 2.0% to 245.04p. 🔹New Categories Contribution: Up 77.1% to [---] million."
X Link 2026-02-12T09:02Z [----] followers, [----] engagements
"Wow Platinum miners rallying today 📈 $SBSW $SSW $IMP $VAL $NPH"
X Link 2025-09-01T13:36Z [----] followers, [----] engagements
"Mustek Limiteds results for the year ended [--] June [----] (JSE: $MST) Financial Highlights 🔹Revenue: R7.2bn 14.9% (FY24: R8.4bn restated) 🔹Gross profit margin: 13.3% ( from 12.2%) 🔹HEPS: 72.73c 8.3% (FY24: 67.13c) 🔹EPS: 71.71c 92.2% (FY24: 37.31c) 🔹Dividend: 13.75c per share 83.3% (FY24: 7.5c) 🔹NAV per share: [--] 869.71c 2.4% (FY24: [--] 801.15c) Other Notes - Prior year restatement due to misclassified agency revenue (no impact on profit). - Auditors (BDO South Africa) issued an unmodified opinion. - Dividend declared out of income reserves; net 11.0c after tax for non-exempt holders. - Key"
X Link 2025-09-19T05:48Z [----] followers, [---] engagements
"JSE Analysts Stock Picks Cobus Potgieter (Southern Cross Capital) - Naspers $NPN 🔹Cobus highlights Naspers is his preferred investment into the AI narrative for a South African investor through its exposure to Tencent. The reason he would choose Naspers over Prosus is because Naspers is historically cheap relative to Prosus and trade's at a wide discount to Prosus. Graeme Korner (Korner Perspective) - PayPal $PYPL 🔹Graeme sees value in PayPal even as it's a growth tech company. He highlights that there is nothing wrong with the company even though it has fell since [----] and they have a"
X Link 2025-09-24T05:58Z [----] followers, [---] engagements
"Ex-Dividend Information This Week 🔹Company: $BTI - British American Tobacco - Ex Date: [--] Oct [--] - Currency: GBP - Amount: [-----] 🔹Company: $OMU - Old Mutual Ltd - Ex Date: [--] Oct [--] - Currency: ZARc - Amount: [------] 🔹Company: $EXX - Exxaro Resources - Ex Date: [--] Oct [--] - Currency: ZARc - Amount: [------] 🔹Company: $APN - Aspen Pharmacare - Ex Date: [--] Oct [--] - Currency: ZARc - Amount: [------] 🔹Company: $ARI - African Rainbow - Ex Date: [--] Oct [--] - Currency: ZARc - Amount: [------] 🔹Company: $MTH - Motus Holdings L - Ex Date: [--] Oct [--] - Currency: ZARc - Amount: [------] 🔹Company: $CLH - City"
X Link 2025-09-30T07:13Z [----] followers, [---] engagements
"Satrix Top [--] has had a stellar year driven by gains in mining stocks due to gold and platinum rallies with the ETF up +35% YTD"
X Link 2025-10-06T07:07Z [----] followers, [----] engagements
"Aspen Pharmacare (JSE: $APN) has settled its contractual dispute over an mRNA manufacturing agreement. The counterparty will pay [--] million (R500 million) to Aspen by [--] Dec [----] in full and final settlement"
X Link 2025-10-31T05:57Z [----] followers, [----] engagements
"The 4th largest holding of EasyAI Iren Limited $IREN rises +21% premarket as they sign $9.7B AI cloud deal with Microsoft $MSFT One of the best performing ETF's on EasyEquities in the last [--] weeks is EasyETFs AI World Actively Managed ETF $EASYAI I didn't even know what this ETF was so here is a breakdown: Description: This actively managed ETF aims for long-term capital growth by investing globally https://t.co/E3LnZ9s2uS One of the best performing ETF's on EasyEquities in the last [--] weeks is EasyETFs AI World Actively Managed ETF $EASYAI I didn't even know what this ETF was so here is a"
X Link 2025-11-03T11:49Z [----] followers, [----] engagements
"Platinum miners making back some lost ground today Sibanye Stillwater +7.43% Impala Platinum +6.26% Northam Platinum +5.05% Valterra Platinum +4.06%"
X Link 2025-11-19T15:20Z [----] followers, [----] engagements
"Here's how SA Inc stocks are performing today after the SARB cut interest rates by [--] bps: Mr Price +7.31% (Earnings release today) WeBuyCars +3.70% Redefine Properties +3.23% Woolworths +3% Pepkor +1.80% Nedbank +1.30% Absa Bank +1.15% Growthpoint Properties +0.80% Bidvest +0.80% https://twitter.com/i/web/status/1991509751163699312 https://twitter.com/i/web/status/1991509751163699312"
X Link 2025-11-20T14:11Z [----] followers, [----] engagements
"Research and Valuation on PTC Inc $PTC a software company that offer PLM and CAD services. Price target 🎯: $224 per share assuming: FCFE 🔹Company wide FCF was given as $857M but in order to account for the divesture of ThingWorx and Kepware we subtracted the $70M FCF attributable to the divested businesses. 🔹FCF was then adjusted for Net Borrowings to reach FCFE. For a SaaS company net borrowings are usually low but for PTC it has been unusually high due to the acquisitions of multiple businesses: 🔹So net borrowings were calculated as an average between the two recent normalized years"
X Link 2025-11-24T11:02Z [----] followers, [---] engagements
"PEPKOR HOLDINGS LIMITED Reviewed Annual Results for the year ended [--] September [----] Headline Financials (FY25 Continuing Operations) (vs FY24) 🔹 Revenue: R95.3bn (+12.0%) 🔹 Gross margin: 39.8% (+150 bps) 🔹 Operating profit: R11.1bn (+13.2%) 🔹 HEPS: 161c (+14.8%) 🔹 Normalised HEPS: 161c (+23.4%) 🔹 EPS: 153c (100%) 🔹 Cash generated: R10.9bn 🔹 Return on net assets: 24% 🔹 Dividend: 53c (+9.2%) 🔹 NAV per share: [--] 712c (+7.8%) Retail Performance 🔹Group merchandise sales: +8.8% 🔹Like-for-like: +6.5% 🔹SA like-for-like: +7.4% 🔹Rest of Africa (constant currency): +8.9% Fintech"
X Link 2025-11-25T07:17Z [----] followers, [----] engagements
"Top [--] Highest Returns from JSE Top [--] Companies in 2025: [--] Sibanye Stillwater +242% [--] AngloGold Ashanti +219% [--] Northam Platinum +197% [--] Goldfields +172% [--] Impala Platinum +122% Year To Date Returns of Every Top [--] Company [----] [--]. Prosus +45% [--]. BHP Group +0.76% [--]. British American Tobacco +58% [--]. Richemont +27% [--]. Anheuser-Busch Inbev +13% [--]. Glencore -3.36% [--]. Naspers +32% [--]. Anglo American PLC +18.5% [--]. AngloGold Ashanti +219% [--]. Gold Fields Year To Date Returns of Every Top [--] Company [----] [--]. Prosus +45% [--]. BHP Group +0.76% [--]. British American Tobacco +58% [--]. Richemont +27% 5."
X Link 2025-11-29T08:35Z [----] followers, [---] engagements
"Analyst Stock Pick Graeme Franck from PSG Wealth - Naspers (JSE: $NPN) 🔹Graeme picks the blue chip stock Naspers arguing that it trades at a very large discount to its underlying value. He notes that while its primary holding Tencent is up 51% over the last year Naspers is only up 21% creating a massive divergence. This results in Naspers currently sitting at a very high 47% discount to its net asset value (NAV) which is predominantly made up of its Tencent holdings. https://twitter.com/i/web/status/1996265038659592489 https://twitter.com/i/web/status/1996265038659592489"
X Link 2025-12-03T17:07Z [----] followers, [----] engagements
"Forward P/E Ratios of the [--] biggest companies listed on the JSE BHP Group: 11.7x Prosus: 14.8x British American Tobacco: 10.8x Richemont: 26.1x anheuser-busch Inbev: 15.3x Glencore: 18.3x Naspers: 15.3x Anglo American: 31.2x AngloGold Ashanti: 11.9x Goldfield: 11.8x"
X Link 2025-12-04T04:56Z [----] followers, [----] engagements
"Updated JSE Resi10 Glencore replaces BHP Group"
X Link 2025-12-04T07:42Z [----] followers, [----] engagements
"For anyone not paying attention if youve been waiting to buy $NPN Naspers - heres a reminder Six months of gains erased stock is -20% from its highs and the stock is trading at a discount to underlying value"
X Link 2025-12-04T08:45Z [----] followers, [----] engagements
"Tsogo Sun basically trading spot on with our valuation around R6.50 per share since September when I released this valuation. Still waiting for more results or a event to rerate the stock Do you guys find this beneficial or do you not read too much into it Tsogo Sun Limited Valuation (JSE: $TSG) Price Target set at R6.55 which indicates a -5% drop - The share price reflects that the stock is currently around fair value. 🔹Earnings have declined for [--] straight years now since [----] and therefore see sustained pressure on growth https://t.co/9X20XEEaHb Tsogo Sun Limited Valuation (JSE: $TSG)"
X Link 2025-12-05T13:43Z [----] followers, [----] engagements
"Platinum miners bouncing today $VAL Valterra Platinum +6.30% $NPH Northam Platinum +4.60% $IMP Impala Platinum +4.40% $SSW Sibanye Stillwater +1.90%"
X Link 2025-12-12T08:04Z [----] followers, [----] engagements
"Which Portfolio You Picking For The next [--] Years Portfolio A: Mega-Cap Quality - Meta Platforms - Microsoft - Alphabet - JP Morgan Portfolio B: High-Beta - Tesla - AMD - Palantir - Crowdstrike Portfolio C: Power and Data Centers - Nebius - GE Vernova - IREN Limited - Constellation Energy Portfolio D: Growth Mix - Amazon - Broadcom - Netflix - Walmart https://twitter.com/i/web/status/1999755007919378833 https://twitter.com/i/web/status/1999755007919378833"
X Link 2025-12-13T08:15Z [----] followers, [----] engagements
"Platinum miners jump at market open Valterra Platinum +8% Northam Platinum +7.50% Impala Platinum +6.80% Sibanye Stillwater +6%"
X Link 2025-12-17T07:32Z [----] followers, [----] engagements
"Whos buying the Prosus/Naspers dip Or are you still waiting"
X Link 2025-12-17T13:57Z [----] followers, [----] engagements
"TOP SOUTH AFRICAN FUND MANAGER IS BULLISH SA INC This South Africa fund manager has about half the fund invested in mid-sized companies with dividend yields near 6% while large domestic firms such as Bidvest Group and Woolworths Holdings account for about 20% trading on yields of roughly 4%. Overall the fund trades at about eight times annual earnings with an aggregate dividend yield near 5% read the whole story here: https://www.moneyweb.co.za/news/economy/top-south-africa-fund-manager-sees-2026-non-resource-stock-rally/"
X Link 2025-12-18T11:43Z [----] followers, [----] engagements
"Average Analysts Price Targets for some JSE Stocks $WHL Woolworths: 🎯 R62 per share (+10%) $MTN MTN Group: 🎯 R169 per share (+7%) $DCP Dis-Chem Pharma: 🎯 R38.50 per share (+10%) $OUT Outsurance: 🎯 R79 per share (+10%) $NY1 Ninety One: 🎯 R42.50 per share (-7.50%) per interactive brokers https://twitter.com/i/web/status/2001677798478426622 https://twitter.com/i/web/status/2001677798478426622"
X Link 2025-12-18T15:35Z [----] followers, [----] engagements
"Winners of the investment challenge: 🥇 @RMasomo (Sibanye Stillwater 20.9%) - R1000 🥈 @yungdontrust (Nedbank 11.3%) - R500 Please check your dm's and congratulations 🙌 StockWave Investment Challenge Prize Money: 🥇1st Place: R1000 🥈2nd Place: R500 Key Dates: 🔹Entry (Free): [--] October - [--] October [----] 🔹Start Date: [--] October [----] 🔹End Date: [--] December [----] 🔹Results: [--] December [----] Information: Over the [--] days to enter you must StockWave Investment Challenge Prize Money: 🥇1st Place: R1000 🥈2nd Place: R500 Key Dates: 🔹Entry (Free): [--] October - [--] October [----] 🔹Start Date: 13"
X Link 2025-12-22T04:46Z [----] followers, [----] engagements
"South African Miners jump as precious metal prices rise Goldfields: +7.35% Harmony Gold: +5.60% Impala Platinum: 5.30% Sibanye-Stillwater: +5.20% Northam Platinum: +4.78% AngloGold Ashanti: +4.60% Valterra Platinum: +4.25% Gold +1.45% Silver +2.25% Platinum +4% Palladium +5% https://twitter.com/i/web/status/2003005867013103953 https://twitter.com/i/web/status/2003005867013103953"
X Link 2025-12-22T07:33Z [----] followers, 12.3K engagements
"PGMs gapping up today $PL Platinum now up +150% YTD $PA Palladium now up +115% YTD"
X Link 2025-12-23T17:08Z [----] followers, [----] engagements
"JP MORGANS STOCK PICKS FOR [----] Alphabet $GOOGL Broadcom $AVGO Eli Lilly $LLY Visa $V Exxon Mobil $XOM Caterpillar $CAT Salesforce $CRM Thermo Fisher $TMO Citigroup $C Disney $DIS Charles Schwab $SCHW GE Vernova $GEV AT&T $T Boeing $BA Arista Networks $ANET KLA Corporation $KLAC Boston Scientific $BSX Palo Alto Networks $PANW CVS Health $CVS Starbucks $SBUX Carvana $CVNA Canadian Pacific $CP Synopsys $SNPS CRH $CRH Williams Companies $WMB Vertiv $VRT SLB $SLB AutoZone $AZO Allstate $ALL Digital Realty $DLR CBRE Group $CBRE Entergy $ETR United Airlines $UAL Viking Holdings $VIK PPG Industries"
X Link 2026-01-02T15:19Z [----] followers, [----] engagements
"If Clicks (JSE: $CLS) and Dis-Chem (JSE: $DCP) were right next to each other which shop you walking into or does it not matter"
X Link 2026-01-03T14:28Z [----] followers, [----] engagements
"TOP [--] and BOTTOM [--] PERFORMING STOCKS ON THE JSE IN [----] Surprisingly Choppies Enterprise was the best performing stock posting +900% gains and beating all gold miners - read the full story While retailers such as TFG Truworths and Mr Price all down 40% MTN Zakhele Futhi was the worst performer having lost -98% of its value. https://www.moneyweb.co.za/news/companies-and-deals/and-the-best-share-in-2025-was/ https://www.moneyweb.co.za/news/companies-and-deals/and-the-best-share-in-2025-was/ https://www.moneyweb.co.za/news/companies-and-deals/and-the-best-share-in-2025-was/"
X Link 2026-01-05T07:43Z [----] followers, 18.9K engagements
"INVESTEC CHIEF ECONOMIST ON SOUTH AFRICAN ECONOMY Economic Growth Forecast - Positive Outlook: There is cautious optimism for [----] with the economy starting the year in a stronger position than it ended [----]. - GDP Prediction: GDP growth is forecast to be around 1.5% to 1.6% for [----]. - Medium-Term Goal: Improvements in the economy could potentially drive growth up to 3% over the medium term. Key Drivers of Growth - Interest Rates & Inflation: Growth is supported by easing inflation and incoming interest rate cuts in both South Africa and the US. - Commodities: Global commodity prices have"
X Link 2026-01-07T08:43Z [----] followers, 10.9K engagements
"The only EasyETF that includes JSE Stocks: $EASYBF EasyETFs Balanced Actively Managed ETF Here's what R1000 will buy you: EasyAI AMETF - R182.6 EasyGE AMETF - R185.3 Satrix Gov ETF - R98.2 Naspers - R65.7 Newgold Platinum ETF - R47.7 Pan African Resources - R47.7 Capitec - R43.2 Sibanye Stillwater - R25.6 Satrix S&P500 ETF - R24.8 AngloGold Ashanti - R22.1 Other - R253.5 https://twitter.com/i/web/status/2009241015727628456 https://twitter.com/i/web/status/2009241015727628456"
X Link 2026-01-08T12:29Z [----] followers, [----] engagements
"$EASYBF EasyETFs Balanced Actively Managed ETF Information Description: "The Fund aims to achieve moderate capital appreciation through a diversified investment approach combining quantitative and qualitative strategies. The portfolio primarily invests in a mix of South African and global equities bonds money market instruments listed real estate securities and participatory interests in collective investment schemes" per EasyEquities Fees: Total Expense Ratio - 0.86% Total Investment Charge - 1.29% Asset Allocation: SA Cash 0.87% SA Equity 30.51% SA Property 5.16% SA Bonds 10.63% Foreign"
X Link 2026-01-08T12:40Z [----] followers, [----] engagements
"JPMorgan is overweight South African food producers Names include AVI Tiger Brands and their top pick Premier foods. read the full story We see a positive outlook for South African food producers in [----] JPMorgan analysts Shaun Chauke and Elena Jouronova said. https://www.moneyweb.co.za/news-fast-news/jpmorgans-call-triggers-rally-in-south-african-food-producers/ https://www.moneyweb.co.za/news-fast-news/jpmorgans-call-triggers-rally-in-south-african-food-producers/ https://www.moneyweb.co.za/news-fast-news/jpmorgans-call-triggers-rally-in-south-african-food-producers/"
X Link 2026-01-09T12:01Z [----] followers, [----] engagements
"Precious Metals Mining Companies Extend Gains as Gold/PGM Prices Rise Satrix Resi +5% Harmony Gold +7.2% Sibanye Stillwater +6.3% Northam Platinum +5% AngloGold Ashanti +4.8% Goldfields +4.5% Valterra Platinum +3.5% Impala Platinum +3%"
X Link 2026-01-12T08:20Z [----] followers, [----] engagements
"TODAY'S MARKET BRIEF JSE JSE All Share: +0.68% Industrial 25: +0.67% Financial 15: -0.87% Resource 10: +2.12% Mid Cap: +0.64% Small Caps: +0.63% USDZAR: R16.41 (+0.16%) Biggest Winners (Large Caps): - Sasol +4.60% - Sibanye Stillwater +3.84% - Goldfields +3.70% - Valterra Platinum +1.96% - Northam Platinum +1.86% Biggest Losers (Large Caps): - Standard Bank -2.25% - Sanlam -1.66% - ABSA -1.59% - Nedbank -1.19% - Old Mutual -1.19% Weak day for financials again especially major banks as investors digest the news of a the SARB repricing the prime rate. Precious metal miners continue to power on"
X Link 2026-01-13T19:52Z [----] followers, [----] engagements
"Rand vs Major Currencies 1$ = R16.35 $USDZAR [--] = R22.03 $GBPZAR [--] = R19.08 $EURZAR [--] = R0.10 $JPYZAR [--] = R2.35 $CNHZAR"
X Link 2026-01-14T10:33Z [----] followers, [----] engagements
"Research on Pepkor Holdings $PPH - DCF Valuation Note Price Target 🎯: Bull Case - R31 per share Bear Case - R26.70 Read the full report: https://drive.google.com/file/d/1vIYnb1nmLXH1mVRKbFFsgXl_a62h6EVC/viewusp=sharing https://drive.google.com/file/d/1vIYnb1nmLXH1mVRKbFFsgXl_a62h6EVC/viewusp=sharing https://drive.google.com/file/d/1vIYnb1nmLXH1mVRKbFFsgXl_a62h6EVC/viewusp=sharing https://drive.google.com/file/d/1vIYnb1nmLXH1mVRKbFFsgXl_a62h6EVC/viewusp=sharing"
X Link 2026-01-14T12:37Z [----] followers, [----] engagements
"TOP [--] BUYS IN EASYEQUITIES ZAR ACCOUNT FOR THE WEEK JAN [--] - JAN [--] [--] Satrix Money Market B1 [--] Satrix [--] [--] Satrix MSCI World [--] Orion Minerals [--] Naspers"
X Link 2026-01-15T12:18Z [----] followers, [----] engagements
"BAD DAY FOR NASPERS STRONG DAY FOR U.S TECH - TODAY'S MARKET BRIEF JSE JSE All Share: +0.01% Industrial 25: -0.97% Financial 15: +1.58% Resource 10: -0.47% Mid Cap: +0.18% Small Caps: +0.29% USDZAR: R16.33 Biggest Winners (Large Caps): - OUTsurance +4.04% - Bidcorp +2.58% - Reinet +2.45% - British American Tobacco +2.44% - Sanlam +2.27% Biggest Losers (Large Caps): - Sasol -5.25% - Richemont -4.15% - Prosus -3.89% - Naspers -3.53% - Sibanye Stillwater -1.85% 🔹Prosus/Naspers fell today following the drop in Tencent. 🔹Despite Richemont reporting strong quarterly sales growth (beating"
X Link 2026-01-15T17:35Z [----] followers, [----] engagements
"Earnings for the Week Jan [--] - Jan [--] Notable Names: Netflix $NFLX Johnson & Johnson $JNJ Intel $INTC GE Aerospace $GE Freeport-McMoran $FCX https://twitter.com/i/web/status/2012814436558364741 https://twitter.com/i/web/status/2012814436558364741"
X Link 2026-01-18T09:08Z [----] followers, [----] engagements
"Following my investment case on Pepkor here is an article I wrote for @alechogg @BizNewsCOM Let me know what you guys think - always open for discussion I focus on how FinTechs margins are likely to expand as focus shifts towards financial services https://www.biznews.com/investor-insights/biznews-investment-voice-pepkor https://www.biznews.com/investor-insights/biznews-investment-voice-pepkor"
X Link 2026-01-19T05:58Z [----] followers, [----] engagements
"JSE Analyst Stock Picks Alex Duys (Umthombo Wealth) - $SSW Sibanye Stillwater 🔹Alex selects Sibanye Stillwater viewing it as a leveraged play on PGMs and gold. He believes the stock does not currently reflect spot prices and sees a disconnect in valuation compared to peers like Impala Platinum. While noting that fund managers have historically preferred specialist players and avoided Sibanye due to its past corporate action track record he thinks that is in the past. He points to the upcoming capital markets day as a potential positive catalyst and considers the current price a good entry"
X Link 2026-01-19T06:05Z [----] followers, [----] engagements
"DIVIDEND PAYMENT DAY TODAY FOR THE FOLLOWING JSE COMPANIES: Tiger Brands Limited 🔹 Dividend: R39.39 per share (R12.29 ordinary + R27.10 special) 🔹 Special dividend finalisation date: [--] January [----] 🔹 Last trading date: [--] January [----] 💎 Payment date: [--] January [----] Pepkor Holdings Limited 🔹 Dividend: R0.52 per share 🔹 Last trading date: [--] January [----] 💎Payment date: [--] January [----] Adcorp Holdings Limited 🔹 Dividend: R0.24 per share 🔹 Last trading date: [--] January [----] 💎Payment date: [--] January [----] Astral Foods Limited 🔹 Dividend: R8.80 per share 🔹 Last trading date: 13"
X Link 2026-01-19T12:09Z [----] followers, [----] engagements
"Which stock do you guys think will be the best performing on the JSE in [----] that isn't a miner"
X Link 2026-01-19T16:06Z [----] followers, [----] engagements
"TODAY'S MARKET BRIEF - Global Stocks Fall Precious Metals Rise JSE JSE All Share: -0.04% Industrial 25: -1.21% Financial 15: -0.50% Resource 10: +1.56% Mid Cap: +0.18% Small Caps: -0.38% USDZAR: R16.37 Biggest Winners (Large Caps): - Sibanye Stillwater +2.81% - Valterra Platinum +2.21% - Impala Platinum +1.81% - Harmony Gold +1.75% - Goldfields +1.74% Biggest Losers (Large Caps): - Shaftesbury Capital -3.67% - Sasol -3.07% - Reinet -2.54% - Richemont -2.46% - Naspers -1.99% Resources were the only positive industry - Global tension between the U.S and EU over Greenland lead to tariff talk"
X Link 2026-01-19T18:18Z [----] followers, [----] engagements
"$KARO Karooooo Earnings Release 🔹EPS R8.54 vs R8.06 est. 🔹Revenue R1.41B vs R1.37B est. Key Financial Highlights 🔹Adjusted EPS: +11% Y/Y to R8.54 🔹Reported EPS: +11% Y/Y to R8.55 🔹Operating Profit (Group): +14% Y/Y to ZAR 369m 🔹Subscription Revenue (Group): - ZAR 1239m +20% Y/Y - USD 722m +27% Y/Y (currency translation) Scale & Subscribers 🔹Cartrack subscribers: 2.57m +16% Y/Y 🔹Net subscriber additions: [------] (record quarter; Q3 FY25: 86617) Outlook FY26 guidance now focused on subscription revenue growth reflecting two key levers: Subscriber growth ARPU expansion via Video and"
X Link 2026-01-21T07:05Z [----] followers, [----] engagements
"Average Analysts Price Targets for some JSE Stocks Bidvest: 🎯 R282 per share (+15%) British American: 🎯 R1056 per share (+14%) Clicks: 🎯R434 per share (+25%) Standard Bank: 🎯 R294 per share (+2%) Prosus: 🎯 R1392 per share (+43%) per interactive brokers"
X Link 2026-01-21T17:19Z [----] followers, [----] engagements
"$NED Nedbank proposes to buy 66% of NCBA an East African lender for R13.9 billion The deal will involve a 20% cash component and 80% newly issued Nedbank ordinary shares listed on the JSE based on an issue price of R250 a share. Chief executive Jason Quinn says the deal will bring two organisations with highly complementary strengths together. https://twitter.com/i/web/status/2014228774875693378 https://twitter.com/i/web/status/2014228774875693378"
X Link 2026-01-22T06:48Z [----] followers, [----] engagements
"$MRP Mr Price NKD Acquisition Update - Mr Price is making progress on completing the acquisition of NKD Group GmbH. - All conditions are being worked through; the main outstanding one is approval under the European Commissions Foreign Subsidies Regulation. - The review process has started and management does not expect delays. Mr Price will host an Investor Presentation on [--] March [----] in Cape Town to give more detail on NKD and its growth prospects (webcast details to follow). https://twitter.com/i/web/status/2014587514237923497 https://twitter.com/i/web/status/2014587514237923497"
X Link 2026-01-23T06:34Z [----] followers, [---] engagements
"SIBANYE LEADS MINERS TO ANOTHER STRONG DAY - TODAY'S MARKET BRIEF JSE JSE All Share: +0.64% Industrial 25: -1.14% Financial 15: -0.52% Resource 10: +3.41% Mid Cap: +1.18% Small Caps: -0.28% USDZAR: R16.14 Biggest Winners (Large Caps): - Sibanye Stillwater +6.29% - Impala Platinum +4.71% - Pan-African +4.59% - Harmony Gold +4.46% - Northam Platinum +3.67% Biggest Losers (Large Caps): - MTN Group -3.99% - Clicks -3.01% - Richemont -1.99% - FirstRand -153% - Investec -1.32% Resources rally continues as gold nears $5000 and PGMs power on. Mr Price released a SENS stating they are making progress"
X Link 2026-01-23T19:09Z [----] followers, [----] engagements
"My ZAR Portfolio as of Today OUTsurance Pepkor Anglo American Naspers Optasia Afrimat Dischem Pharmaceuticals Aspen Shoprite Valterra Platinum (No particular order above but my top [--] holdings make a substantial amount of the portfolio) https://twitter.com/i/web/status/2015388244809027692 https://twitter.com/i/web/status/2015388244809027692"
X Link 2026-01-25T11:36Z [----] followers, 15.5K engagements
"Key Economics Events This Week - South Africa Tues: Leading Indicators Thurs: - PPI - SARB Interest Rate decision 🚨 - Prime Rate Fri - Budget Balance - Private Sector Credit - Trade Balance https://twitter.com/i/web/status/2015659920792657941 https://twitter.com/i/web/status/2015659920792657941"
X Link 2026-01-26T05:35Z [----] followers, [----] engagements
"Revego Africa Energy Fund Signals Potential JSE Listing Following R1bn Raise Revego Africa Energy Fund backed by Investec has successfully raised R1 billion ($62 million) in its first major funding round since [----]. This capital injection boosts the funds total portfolio to R3 billion positioning it to aggressively expand South Africas renewable energy capacity. Revego CIO Sarang indicated that the fund would consider a public listing once assets under management reach the $750 million to $1 billion range. Revego had originally planned to IPO in April [----] but did not follow through with it"
X Link 2026-01-26T06:55Z [----] followers, [----] engagements
"(JSE: $PPH) Pepkor - continued investment case Today I walked into Pep to ask how their foneyam and further FinTech business is doing to verify my analysis (see note below). Staff said Foneyam (sale of phones) demand continues to be strong and they haven't seen a slowdown. Last financial year Foneyam grew revenue from R400 to R1.9B. I expect this segment of the business to continue to perform. Airtime and data Pep accounts also were said to be growing while in-store credit sales have been relatively consistent or "Not Much" but that does make sense as Pep Home has the lowest credit mix of"
X Link 2026-01-26T10:43Z [----] followers, [----] engagements
"JSE Analyst Stock Picks Grant Nader (Benguela Global Fund Managers) - $OMU Old Mutual 🔹Grant selects Old Mutual as a "catch-up trade" noting it has historically lagged behind other insurers due to leadership struggles. However he believes the new CEO Jurie Strydom has a clear plan to turn the ship around similar to success stories at Tiger Brands and Momentum. He points out the stock is cheap at eight times next year's earnings with a good dividend yield. Furthermore he sees Old Mutual as a natural beneficiary of strong financial markets a tightening yield curve and a strong Rand positioning"
X Link 2026-01-26T16:07Z [----] followers, [----] engagements
"$LEW Lewis Group Trading Update (9 months to Dec 2025) Sales Highlights 🔹Revenue up 11.1% driven mainly by strong credit sales 🔹Merchandise sales +7.1% overall 🔹Credit sales +9.1% now 69.4% of total sales (up from 68.2%) 🔹Cash sales +2.8% 🔹Group merchandise sales +7.8% in Q3 Comparable store sales: +4.3% (nine months) +4.9% in Q3 Debtor costs: +14.8% (nine months) +16.9% (Q3) Driven by a larger debtors book and ongoing macro pressure on consumers. https://twitter.com/i/web/status/2016027705473392861 https://twitter.com/i/web/status/2016027705473392861"
X Link 2026-01-27T05:57Z [----] followers, [----] engagements
"SARB INTEREST RATE CUT ON THURSDAY OR NOT Goldman Sachs and Morgan Stanley forecast lower inflation for South Africa than the central bank's own projections. 🔹The Banks View: They project inflation will settle around 3.2% to 3.3% in [----]. 🔹The Central Bank's View: The South African Reserve Bank SARB has a more conservative forecast of 3.5%. Reasons for the Lower Forecast: The investment banks base their "dovish" outlook on two main factors: 🔹A Stronger Rand: The currency has performed better than the central bank's assumption of R17.25 to the dollar. 🔹Lower Oil Prices: Oil is trading well"
X Link 2026-01-27T09:59Z [----] followers, [----] engagements
"SATRIX IS LAUNCHING [--] NEW ETFs 1) The Satrix Stoxx Europe [---] ETF 2) The Satrix MSCI Japan ETF Important Dates: - IPO Opens: Wednesday [--] January [----] (10:00 am) - IPO Closes (SatrixNOW): Wednesday [--] February [----] (Midnight) - JSE Listing Date: Thursday [--] February [----] [--]. Satrix Stoxx Europe [---] ETF What it tracks: The Stoxx Europe [---] Net Total Return Index. 🔹The Investment Case: This ETF provides broad exposure to the developed European economy including the UK. It is designed to offer diversification away from the resource-heavy JSE by providing access to industries where Europe is a"
X Link 2026-01-27T10:32Z [----] followers, 11.6K engagements
"Mr Price $MRP Voluntary Sales Update [--] weeks ended [--] December [----] (Q3 FY2026) Key Performance Metrics 🔹Group Retail Sales: R15.1 billion (+3.6%) 🔹Comparable Store Sales: +0.5% 🔹Retail Selling Price Inflation: +5.2% 🔹Total Unit Sales: -1.5% (109 million units) 🔹Cash Sales: +3.7% (Constituting 90.9% of total sales) 🔹Credit Sales: +2.9% Segment Performance Apparel (83% of sales): - Sales +3.2%; December +6.0% with record market share. Studio [--] strong (+7.7% Q3 +12.3% Dec). Homeware (14%): - Sales +4.5%; margins improved despite market share loss. Yuppiechef +10.1%. Telecoms (3%): -"
X Link 2026-01-28T05:41Z [----] followers, [---] engagements
"$META Meta Platforms Earnings Release 🔹EPS $8.88 vs est. $8.19 🔹Revenue $59.89B vs est. $58.35B"
X Link 2026-01-28T21:06Z [----] followers, [----] engagements
"Woolworths Trading Update for the [--] weeks ended [--] December [----] (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: [-----] [-----] cents (+7.0% to +12.0%) 🔹EPS: [-----] [-----] 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"
X Link 2026-01-29T06:26Z [----] followers, [----] engagements
"JSE Analyst Stock Picks Schalk Louw (PSG Wealth Old Oak) - $AFT Afrimat 🔹Schalk chooses Afrimat as a "SA Inc gem" drawing parallels between the current commodity environment and the 2003-2007 boom period. He notes that South Africa is currently seeing high prices for key exports like gold platinum and palladium similar to the era when the economy flourished and unemployment dropped significantly. He highlights that Afrimat is now a mix of iron ore and cement (construction materials). Referencing the historical performance of similar stocks like PPC (which went from R6 to R33) and Rio Tinto"
X Link 2026-01-29T07:06Z [----] followers, [----] engagements
"🚨 SARB INTEREST RATE CUT AT 3PM TODAY Do you think they cut interest rates or hold The consensus decision is the SARB holds but the market remains divided and could be a close call Reuters Poll: [--] out of [--] economists expect the SARB to keep rates on hold. Only [--] predict a [--] basis point cut to 6.50%. Bloomberg Survey: The split is even tighter with [--] analysts forecasting a hold and [--] forecasting a cut. https://twitter.com/i/web/status/2016776398061334621 https://twitter.com/i/web/status/2016776398061334621"
X Link 2026-01-29T07:32Z [----] followers, [----] engagements
"Opened my laptop to see JSE Resources down -10% Valterra Platinum -13.50% Northam Platinum -13.50% AngloGold Ashanti -13.4% Impala Platinum -12% Sibanye Stillwater -11.4% Harmony Gold -11.2% Goldfields -9%"
X Link 2026-01-30T13:42Z [----] followers, [----] engagements
"ArcelorMittal South Africa Trading Statement for the year ended [--] December [----] (JSE: $ACL) Earnings outlook Still loss-making but meaningful improvement year-on-year 🔹EPS: - Improved from -R5.24 to -R2.20 to -R2.72 - Loss reduced by 48% 58% 🔹HEPS: - Improved from -R4.58 to -R2.68 to -R3.18 - Loss reduced by 31% 41% Results Release: Reviewed condensed consolidated financial statements will be released on SENS on Thursday [--] February [----]. https://twitter.com/i/web/status/2017239269186617556 https://twitter.com/i/web/status/2017239269186617556"
X Link 2026-01-30T14:11Z [----] followers, [----] engagements
"First Trading Month of [----] is over - Here are the BEST PERFORMING ETFS so far [--]. NewPlat +31.51% [--]. 1nvest Platinum +28.69% [--]. NewPalladium +27.84% [--]. 1nvest Palladium +27.29% [--]. Satrix Resi +26.26 [--]. 1nvest Gold +20.30% [--]. NewGold +20.16% [--]. Satrix Shari'ah Top [--] +19.92%"
X Link 2026-01-30T15:21Z [----] followers, [----] engagements
"MOST POPULAR ETFs ON EASYEQUITIES IN [----] SO FAR [--]. Satrix [--] [--]. Satrix Nasdaq [---] [--]. Satrix Resi [--]. Satrix Divi [--]. Satrix S&P [---] [--]. Satrix MSCI World [--]. Sygnia Itrix S&P [---] [--]. Satrix Shari'ah Top [--] [--]. Satrix Indi [--]. Satrix Fini Satrix dominates 9/10 of the top buys 👑 https://twitter.com/i/web/status/2017258189054451735 https://twitter.com/i/web/status/2017258189054451735"
X Link 2026-01-30T15:26Z [----] followers, [----] engagements
"Oando PLC Full-Year Unaudited Results for the year ended [--] December [----] (JSE: $OAO) Headline Financial Highlights 🔹Revenue: N3.21 trillion (-21%) 🔹Profit After Tax (PAT): N241.3 billion (+10%) 🔹Gross Profit: N27.8 billion (-82%) 🔹Capital Expenditure: N101.9 billion (FY 2024: N18.5 billion) 🔹Operating Cash Flow: Improved materially year-on-year Operational Overview Production: Total Group production averaged [-----] boepd (+32%) driven by the full-year consolidation of the NAOC joint venture interest and improved operational uptime. Drilling & Development: Successfully completed the"
X Link 2026-02-02T05:49Z [----] followers, [---] engagements
"JSE Analyst Stock Picks Grant Nader (Benguela Global Fund Managers) - $KST PSG Financial Services Grant selects PSG Financial Services describing it as one of the best compounders over the last decade and a high-quality "under the radar" stock. He argues the current environment is perfect for the business: rising markets are growing their fee base and geopolitical uncertainty drives clients to seek their advice. He highlights their strategy as an aggregator of independent financial advisers along with their asset management and insurance arms as key growth drivers in a year where he believes"
X Link 2026-02-02T05:52Z [----] followers, [----] engagements
"Pepkor Holdings Limited Voluntary Trading Update for the three months ended [--] December [----] (JSE: $PPH) Headline Financial Highlights 🔹Group Revenue (Continuing Operations): R29.9 billion (+12.9%) 🔹Revenue Growth (excluding acquisitions): +8.3% 🔹Sales Growth (excluding acquisitions): +5.2% 🔹Like-for-Like (LFL) Sales: +3.0% 🔹Two-Year Revenue CAGR: +10.3% Fintech key growth engine - Fintech revenue: +25.4% to R4.8bn - Financial services revenue: +47.6% to R2.4bn - Credit sales: +26.9% now 18% of group sales (FY25: 16%) - FoneYam: 2.3m active customers (from 1.2m) strong repeat usage -"
X Link 2026-02-02T07:43Z [----] followers, [----] engagements
"As I wrote in this article below that i expect Pepkor financial service revenue to continue growing rapidly In Pepkor trading statement today: "The financial services businesses increased revenue by 47.6% to R2.4 billion. Financial services continues to grow rapidly increasing its contribution to group revenue." "The demand for FoneYam cellular device rentals remained high and active customers increased to [---] million from [---] million a year ago. The take-up rate of a second FoneYam rental by customers after completing their first has exceeded expectations" "Abacus insurance doubled revenue"
X Link 2026-02-02T07:46Z [----] followers, [----] engagements
"JSE Analyst Stock Picks Rikus Reeders (PSG Old Oak) - $RLO Reunert Rikus selects Reunert citing their involvement in local infrastructure spending and a strong second-half performance. He highlights the new CEO and the company's focus on offshore markets particularly in circuit breakers where they have maintained market share in the US - a crucial area given the spending on AI data centers. Additionally he notes that their defense division is performing very well in the Middle East. Jean Pierre Verster (Protea Capital Management) - $CAT Caxton Jean Pierre picks Caxton a small-cap stock he"
X Link 2026-02-09T04:43Z [----] followers, [----] engagements
"Naspers pullback is looking like an opportunity to add to it Are you adding Naspers here or still more weakness to come"
X Link 2026-02-09T04:51Z [----] followers, [----] engagements
"$ORN ORION MINERALS SIGNS LANDMARK $250M DEAL WITH GLENCORE Orion has secured a US$250m prepayment facility with Glencore to fund development of the Prieska Copper-Zinc Project in SAs Northern Cape. 🔹 US$40m (Tranche A): Funds construction & start-up of the Uppers 🔹 US$210m (Tranche B): Funds the Deeps incl. up to US$50m early drawdown 🔹 First production from Uppers expected [--] months after financial close 🔹 First concentrate now guided for end Q1 [----] https://twitter.com/i/web/status/2020813539531751645 https://twitter.com/i/web/status/2020813539531751645"
X Link 2026-02-09T10:54Z [----] followers, [----] engagements
"Upcoming Earnings due for the Week February 9th Major Names: Mon $OPEN $AMKR $MNDY Tues $KO $HOOD $NET $DDOG $SPOT $F $RACE Wed $SHOP $APP $VRT $KHC $MCD Thurs $NBIS $COIN $BN $ANET Fri $MRNA $WEN"
X Link 2026-02-09T14:02Z [----] followers, [---] engagements
"The Big Short investor Michael Burry sees Palantir $PLTR falling -60% to reach a price just above $50 from $140 I am working on something $PLTR. https://t.co/PPETfScTkE I am working on something $PLTR. https://t.co/PPETfScTkE"
X Link 2026-02-10T07:51Z [----] followers, [---] engagements
"Two of Satrix best ETFs out there for your TFSA. Satrix Nasdaq [---] Feeder Satrix S&P500 Feeder These positions are only [---] years invested and Im 50% up. It doesnt take any talent and anyone can do it. I believe everyone should be doing this. (Note: This is on Satrix Platform and not EasyEquities) #TFSA #Satrix #EasyEquities $JSE #JSE"
X Link 2025-07-30T09:27Z [----] followers, 11.4K engagements
"SA Inc Today 🔹Banks Nedbank: -0.31% Investec: -1% ABSA: -1.30% Capitec: -1.30% Standard Bank: -2.30% FirstRand: -3% 🔹Retail Woolworths +1.45% Dis-Chem Pharma -0.60% Clicks -0.75% Shoprite -0.80% Bidvest -1.10% MTN -1.55% Pick n Pay -1.58% Pepkor -1.60% Mr Price -1.70% The Foschini Group -2.31% https://twitter.com/i/web/status/1986725541563535502 https://twitter.com/i/web/status/1986725541563535502"
X Link 2025-11-07T09:20Z [----] followers, [----] engagements
"Analysts Price Targets for local stocks Notable Ratings: Morgan Stanley sees +40% upside in The Foschini Group $TFG Morgan Stanley sees +60% in Sappi $SAP AlphaValue sees +61% in South [--] $S32 The latest JSE analyst recommendations 👀 https://t.co/vlsOEtF99A The latest JSE analyst recommendations 👀 https://t.co/vlsOEtF99A"
X Link 2025-11-11T11:42Z [----] followers, [----] engagements
"South Africa's property sector hasn't been given much credit since the covid sell-off and has returned +60% (excl. dividends) over the past [--] years Satrix Property ETF $STXPRO Top [--] Holdings: 🔹 Fortress Real Estate Inv B - 11.04% 🔹 Growthpoint Properties Ltd - 10.73% 🔹 Nepi Rockcastle N.V. - 10.65% 🔹 Redefine Properties Ltd - 10.62% 🔹 Vukile Property Fund Ltd - 9.26% 🔹 Resilient Property Income Fund Ltd - 7.55% 🔹 Hyprop Investments Ltd - 7.09% 🔹 Equites Property Fund Ltd - 5.28% 🔹 Attacq Ltd - 3.82% 🔹 Sirius Real Estate Ltd - 3.80% The sector has kept up with the Top [--] index over"
X Link 2025-11-17T13:22Z [----] followers, [----] engagements
"R1000 in the EasyETFs AI World Actively AMETF $EASYAI will buy you: LUMENTUM HOLDINGS - R94.9 BROADCOM LTD - R85.7 CREDO TECHNOLOGY - R81.9 NVIDIA CORP - R75.2 APPLOVIN CORP - R59.9 COMFORT SYSTEMS - R51.4 GE VERNOVA - R40.7 FABRINET - R40.6 NEBIUS GROUP - R40 AMPHENOL CORP - R39.6 OTHER - R390.10 https://twitter.com/i/web/status/1994022552495108603 https://twitter.com/i/web/status/1994022552495108603"
X Link 2025-11-27T12:36Z [----] followers, [----] engagements
"Interactive Brokers mobile app has so many resources available to South African investors. Look at this example of FirstRand here 👇 The quote page shows: 🔹The chart 🔹Dividends including: Dividend yield payout ratio and dividend date 🔹Analysts ratings and price target 🔹Shortable shares 🔹Extended research https://twitter.com/i/web/status/1995463138972508202 https://twitter.com/i/web/status/1995463138972508202"
X Link 2025-12-01T12:01Z [----] followers, [---] engagements
"Forward P/E Ratios & Dividend Yield of the "Big Five" Banks (PE Dividend Yield) - FirstRand: 9.6x 5.5% - Capitec: 24.5x 1.8% - Standard Bank: 8x 6% - Absa Bank: 6.1x 7.2% - Nedbank: 6.9x 8.2% Who you picking https://twitter.com/i/web/status/1997192039876657410 https://twitter.com/i/web/status/1997192039876657410"
X Link 2025-12-06T06:31Z [----] followers, [----] engagements
"5 Companies with the lowest P/E Multiples in the JSE Top [--] 1) Investec $INL - 6.99x 2) Kumba Iron Ore $KIO - 7.28x 3) Nedbank Group $NED - 7.40x 4) Absa Bank $ABG - 8.16x 5) Nepi Rockcastle N.V $NRP - 8.65x"
X Link 2025-12-10T13:47Z [----] followers, [----] engagements
"5 Companies with the highest P/E Ratio in the JSE Top [--] 1) Impala Platinum $IMP - 253x 2) Valterra Platinum $VAL - 244x 3) Northam Platinum $NPH - 77.51x 4) South32 $S32 - 40x 5) MTN Group $MTN - 38x"
X Link 2025-12-11T05:03Z [----] followers, [---] engagements
"DESPITE RETAILERS HAVING A TERRIBLE YEAR BANKS ARE MAKING NEW RECORD HIGHS: [--] out of the [--] big banks are at record highs Nedbank is the laggard - Capitec Bank: +29% YTD - Standard Bank: +25% YTD - ABSA Bank: +21% YTD - FirstRand: +15% YTD - Nedbank: -6.50% YTD"
X Link 2025-12-12T11:02Z [----] followers, [----] engagements
"LIST OF SA INC STOCKS FOR YOU TO RESEARCH GOING INTO [----] THAT COULD RE-RATE IF GROWTH PICKS UP AND INTEREST RATES FALL $SHP Shoprite: P/E Ratio - 20x Dividend Yield - 2.88% $BVT Bidvest: P/E Ratio - 13.5x Dividend Yield - 3.95% $TFG The Foschini Group: P/E Ratio - 9.8x Dividend Yield - 4.28% $CLS Clicks: P/E Ratio - 25x Dividend Yield - 2.4% $ITE Italtile: P/E Ratio - 7.1x Dividend Yield - 5.58% $LEW Lewis Group: P/E Ratio - 6.1x Dividend Yield - 9.23% $SBK Standard Bank: P/E Ratio - 10x Dividend Yield - 5.53% $RLO Reunert Limited: P/E Ratio - 11.5x Dividend Yield - 6.05% $PPH Pepkor: P/E"
X Link 2025-12-19T13:07Z [----] followers, 12.1K engagements
"List of every stock in the Industrial [--] Index (using Satrix Indi 25) with their weightings and P/E Ratio. The industry P/E Ratio is currently around 18.50x $NPN Naspers: Weight - 21.27% P/E Ratio - [-----] $MTN MTN Group: Weight - 11.55% P/E Ratio - [-----] $BTI British American Tobacco: Weight - 7.67% P/E Ratio - [-----] $CFR Compagnie Financiere Richemont: Weight - 6.91% P/E Ratio - [-----] $PRX Prosus: Weight - 6.82% P/E Ratio - [-----] $BID Bid Corporation: Weight - 5.83% P/E Ratio - [-----] $SHP Shoprite Holdings: Weight - 5.34% P/E Ratio - [-----] $PPH Pepkor Holdings: Weight - 4.07% P/E Ratio -"
X Link 2025-12-22T06:13Z [----] followers, [----] engagements
"@SimplyEXT I think some are mislead by this He has investments in these businesses through Remgro in which they own: FirstRand: 1.6% stake Momentum: 0% (sold out) OUTsurance: 30.5% stake Discovery: 7.7% stake Normal for wealthy people to make investments of size into companies"
X Link 2025-12-23T18:28Z [----] followers, [----] engagements
"Key points Richemont (JSE: $CFR) Q3 ended [--] December 2025: 🔹Strong top-line growth: Group sales of 6.4bn up 11% at constant exchange rates (+4% actual) despite tough prior-year comparatives. 🔹9-month momentum: Sales of 17.0bn up 10% at constant rates (+5% actual). 🔹Jewellery leads: - Jewellery Maisons +14% at constant rates; - Specialist Watchmakers +7%; - Fashion & Accessories +3% 🔹Broad-based regional growth (constant rates): - Middle East & Africa +20% - Japan +17% - Americas +14% - Europe +8% - Asia Pacific +6% (Asia down at actual rates due to FX). 🔹Retail-driven performance:"
X Link 2026-01-15T07:50Z [----] followers, [----] engagements
"Yesterday I bought (JSE: $OUT) OUTsurance starting to build a long-term position The stock bounced +4% today with unusual volume (5M vs 2M avg volume) and the stock has been on a downtrend since July [----] Could just be a dead-cat bounce because I havnt seen any news or SENS announcement https://twitter.com/i/web/status/2011839083979387385 https://twitter.com/i/web/status/2011839083979387385"
X Link 2026-01-15T16:33Z [----] followers, [----] engagements
"Ninety One Q3 [----] Assets Under Management (AUM) Ninety One has confirmed its Assets Under Management positions as follows: Current AUM: [-----] billion 🔹Quarter-on-Quarter (QoQ) Growth: +5% 🔹Year-on-Year (YoY) Growth: +23% (30 September 2025: [-----] billion; [--] December 2024: [-----] billion) https://twitter.com/i/web/status/2012061815362990274 https://twitter.com/i/web/status/2012061815362990274"
X Link 2026-01-16T07:18Z [----] followers, [----] engagements
"My USD Portfolio as of Today $BABA Alibaba $TSM Taiwan Semiconductor $NU Nu Holdings $NET Cloudflare $NFLX Netflix $CRWD Crowdstrike $PPA Invesco Aerospace & Defense ETF $VST Vistra Corp $FUTU Futu Holdings (No particular order and I have [--] really large positions out of these - some positions are new some Ive had for a while) https://twitter.com/i/web/status/2012149350609080591 https://twitter.com/i/web/status/2012149350609080591"
X Link 2026-01-16T13:06Z [----] followers, [----] engagements
"Sasol cut to underweight from neutral by JPMorgan Stock falls -10%"
X Link 2026-01-16T13:16Z [----] followers, [----] engagements
"SA Inc Today - Global trade tensions start Monday off on the back foot Sasol -2% Remgro -2% Pick n Pay -2% Reinet -2% Ninety one -1.6% Capitec -1.5% Shoprite -1.5% Reunert -1.5% Bidvest -1% MTN -1% Woolworths -0.9% FirstRand -0.7% Pepkor -0.5%"
X Link 2026-01-19T08:39Z [----] followers, [----] engagements
"@mader_jc Yea I have Outsurance clicks FSR and Shoprite right now"
X Link 2026-01-20T11:59Z [----] followers, [---] engagements
"@DrDhiven Yea the banks are a tough one between Capitec FirstRand and Standard Bank"
X Link 2026-01-20T12:44Z [----] followers, [---] engagements
"Sasol H1 FY26 Business Update Key Takeaways 🔹Fuel sales volumes - Revised upward to 5-10% above FY25 (previously 0-3%) - Driven by stronger Natref performance 🔹Gas production volumes - Revised downward to 0-5% below FY25 - Due to: PSA and CTT delays & lower internal and external demand 🔹Macro & Strategic View: Operating environment remains challenging: - Elevated geopolitical risk - Global trade uncertainty - Soft end-market demand Management remains focused on execution controllables and proactive response 🔹Southern Africa Energy: Mining: The destoning plant achieved beneficial operation"
X Link 2026-01-22T06:44Z [----] followers, [----] engagements
"SASOL UP BIG CLICKS DOWN - TODAY'S MARKET BRIEF JSE JSE All Share: +0.60% Industrial 25: +1.27% Financial 15: +2.12% Resource 10: -1.33% Mid Cap: +2.08% Small Caps: 1.34% USDZAR: R16.14 Biggest Winners (Large Caps): - Sasol +14.17% - MTN Group +5.88% - Impala Platinum +5.29% - Valterra Platinum +3.95% - Sanlam +3.94% Biggest Losers (Large Caps): - Clicks -6.34% - AngloGold Ashanti -6.04% - Goldfields -4.76% - Harmony Gold -3.42% - BHP Group -2.51% Sasol moved higher after a positive business performance metrics released - stabilization of Secunda operations. Clicks moved lower after their"
X Link 2026-01-22T18:49Z [----] followers, [----] engagements
"$TRU Truworths International Ltd. Business Update & Voluntary Trading Statement (26 weeks ended [--] December 2025) Group Performance 🔹Group retail sales: R12.5bn flat Y/Y 🔹Retail sales momentum has improved marginally since the 18-week update in November [----]. 🔹Sales mix: - Cash sales: +2.3% - Account sales: 2.7% - Account sales contribution: 45% (Dec-24: 47%) Earnings Guidance (26 weeks) EPS: [---] 499c (FY25: 488.6c) - 0% to +2% YoY HEPS: [---] 499c (FY25: 489.2c) - 0% to +2% YoY Macroeconomic Backdrop 🔹UK: Low growth softening labour market and weak consumer confidence remain headwinds."
X Link 2026-01-23T06:30Z [----] followers, [----] engagements
"ABSA cuts Sasol to underweight and R82 price target. Sasol falls -3.6% A ton of sell-side updates this morning mostly in the precious metals space: - Sibanye Stillwater Raised to Equal-Weight at Morgan Stanley; PT R65 (11% downside) - Impala Raised to Overweight at Morgan Stanley; PT R350 (4.9% upside) - Gold Fields Cut to Underweight at Morgan A ton of sell-side updates this morning mostly in the precious metals space: - Sibanye Stillwater Raised to Equal-Weight at Morgan Stanley; PT R65 (11% downside) - Impala Raised to Overweight at Morgan Stanley; PT R350 (4.9% upside) - Gold Fields Cut"
X Link 2026-01-23T07:42Z [----] followers, [----] engagements
"Valterra Platinum Trading Statement Summary (12 months ended [--] December 2025) Earnings Guidance Headline Earnings 🔹Headline earnings: R15.6bn R17.3bn (+85% to +105%) 🔹HEPS: [----] [----] cents Basic Earnings 🔹Basic earnings: R14.5bn R15.9bn (+105% to +125%) 🔹EPS: [----] [----] cents Key Drivers of Performance - PGM pricing tailwind: +26% stronger average PGM dollar basket price at $1852/oz. - Cost discipline: R5bn in operational cost reductions more than offsetting inflation. - Insurance proceeds: R2.5bn received partially mitigating production losses from flooding at Amandelbult Tumela mine in"
X Link 2026-01-23T10:48Z [----] followers, [----] engagements
"Tesla Microsoft Apple & More: EARNINGS FOR THE WEEK JAN [--] - JAN [--] Major Names: Mon: Nucor $NUE RyanAir $RYAAY Tues: United Health $UNH Boeing $BA General Motors $GM Texas Instrument $TXN Seagate $STX Wed: ASML $ASML GE Vernova $GEV Microsoft $MSFT Meta $META Tesla $TSLA Lam Research $LRCX Thurs: Mastercard $MA Apple $AAPL SAP $SAP Sandisk $SNDK Fri: Sofi Tech $SOFI American Express $AXP Chevron $CVX ExxonMobil $XOM https://twitter.com/i/web/status/2015007442036531647 https://twitter.com/i/web/status/2015007442036531647"
X Link 2026-01-24T10:23Z [----] followers, [----] engagements
"Phillip Securities upgraded Netflix $NFLX to Accumulate and $100 price target. Stock rises +1.3%"
X Link 2026-01-26T09:15Z [----] followers, [---] engagements
"Midday Market Movers UP🟢 Valterra Platinum +6% Goldfields +5.5% Northam Platinum +4.8% AngloGold Ashanti +4.7% Impala Platinum +4.3% Sibanye-Stillwater +4% Harmony Gold +3% DOWN 🔴 Sasol -2.8% Bidvest -2.15% Discovery -1.6% Reinet -1.5% Richemont -1.5%"
X Link 2026-01-26T13:03Z [----] followers, [----] engagements
"$UNH United Health Earnings 🔹Revenue $113.2B vs $113.9B est. 🔹EPS $2.11 vs $2.10 est. FY26 Guidance 🔹Revenue $439B vs $456B est. 🔹EPS $17.75 vs $17.69 est. The stock is down -15% premarket https://twitter.com/i/web/status/2016121979695153383 https://twitter.com/i/web/status/2016121979695153383"
X Link 2026-01-27T12:11Z [----] followers, [----] engagements
"$AVI AVI Limited Trading Statement & Update (6 months to Dec 2025) Top-Line Performance 🔹Group Revenue: Increased by 4.9% to R8.88 billion. 🔹Gross Profit Margin: Improved year-on-year. Growth driven by volume gains in key categories and price increases to offset inflation. Earnings Guidance 🔹HEPS: Expected increase of 10.5% 12.5% (450.3 [-----] cents). 🔹EPS: Expected increase of 9.5% 11.5% (450.4 [-----] cents). Margins & costs - Gross margin improved led by I&J and disciplined margin management. - Selling & admin costs flat benefiting from prior-year restructuring. Result: Higher operating"
X Link 2026-01-27T12:28Z [----] followers, [----] engagements
"TOP [--] BUYS IN THE EASYEQUITIES ZAR ACCOUNT FOR WEEK OF JAN [--] - JAN [--] [--] Anglogold Ashanti [--] Satrix [--] ETF [--] Sasol [--] Satrix Resi ETF [--] Satrix MSCI World ETF https://twitter.com/i/web/status/2016418781661188533 https://twitter.com/i/web/status/2016418781661188533"
X Link 2026-01-28T07:51Z [----] followers, [----] engagements
"JSE equities rise ahead of SARB announcement Afrimat +5.9% OUTsurance +4.4% MTN Group +3.2% Sanlam +2.75% Mr Price +2.7% The Foschini Group +2.3% Pepkor +2% Optasia +2% FirstRand +1.9% Nedbank +1.9% Dis-Chem +1.6% Momentum +1.6% Capitec +1.6% Growthpoint Properties +1.25% Bidvest +1.2% Shoprite +1% https://twitter.com/i/web/status/2016804213242630454 https://twitter.com/i/web/status/2016804213242630454"
X Link 2026-01-29T09:22Z [----] followers, [----] engagements
"GOLD MINERS EXTEND DECLINE IN U.S MARKETS AS SPOT GOLD FALLS -3% $AU AngloGold Ashanti -10% $HMY Harmony Gold -8.5% $GFI Goldfields -8% $SBSW Sibanye Stillwater -7%"
X Link 2026-01-29T16:55Z [----] followers, [----] engagements
"Nu Holdings $NU received conditional approval from the Office of the Comptroller of the Currency to establish a national bank in the United States according to a company statement"
X Link 2026-01-29T19:14Z [----] followers, [---] engagements
"SILVER HAS ITS WORST DAY IN HISTORY - TODAY'S MARKET BRIEF JSE JSE All Share: -4.15% Industrial 25: -0.78% Financial 15: -0.60% Resource 10: -10.40% Mid Cap: -4.45% Small Caps: -1.34% USDZAR: R16 Biggest Winners (Large Caps): - AB Inbev +2.76% - Richemont +2.53% - Investec +1.34% - British American +0.96% - Clicks +0.96% Biggest Losers (Large Caps): - Valterra Platinum -13.96% - Impala Platinum -13.28% - AngloGold Ashanti -12.80% - Northam Platinum -12.56% -Sibanye Stillwater -9.69% Heavy selling in precious metals today as gold silver and PGMs fall more than -10% -30% and -20% respectively."
X Link 2026-01-30T19:07Z [----] followers, [----] engagements
"Shoprite Holdings Operational Update for the six months ended [--] December [----] (JSE: $SHP) Earnings guidance (continuing operations) 🔹HEPS: [-----] [-----] cents (+5.2% to +10.2% YoY) 🔹Diluted HEPS: [-----] [-----] cents (+5.4% to +10.3% YoY) Key points 🔹Supermarkets RSA Sales: R115.3 billion (+7.1%) 🔹Checkers Sixty60 Sales: +34.6% 🔹Internal Selling Price Inflation: 0.7% (vs. Official Food Inflation of 4.7%) Segment breakdown Supermarkets RSA (84.3% of group sales): 🔹Sales +7.1% to R115.3bn 🔹Like-for-like sales +1.9% 🔹Growth [---] faster than the rest of the market Supermarkets Non-RSA: 🔹Sales"
X Link 2026-02-02T06:55Z [----] followers, [----] engagements
"$GS Goldman Sachs is cautioning that U.S stocks may see additional selling pressure this week primarily driven by trend-following CTA funds that have already triggered sell signals on the S&P 500"
X Link 2026-02-09T07:09Z [----] followers, [---] engagements
"South Africa Economic Data due this Week Wed 🔹Business Confidence (11:30am) Thurs 🔹Gold Production (11:30am) 🔹Mining Production (11:30am) 🔹Thomson Reuters IPSOS (1 pm) 🔹Manufacturing Production (1pm) $JSE"
X Link 2026-02-09T14:08Z [----] followers, [---] engagements
"$PIK Pick n Pay crashes -11% following their poor trading update What do you see as the future for Pick n Pay Yesterday's SENS: Pick n Pay Stores Limited Trading Update & Statement (JSE: $PIK) Earnings guidance (Trading Statement) 🔹FY26 HEPS loss expected to widen by 20% compared to the loss of [------] cents reported in FY25. 🔹Group not yet able to provide EPS guidance https://t.co/BPmMtIbBjH Yesterday's SENS: Pick n Pay Stores Limited Trading Update & Statement (JSE: $PIK) Earnings guidance (Trading Statement) 🔹FY26 HEPS loss expected to widen by 20% compared to the loss of [------] cents"
X Link 2026-02-10T07:30Z [----] followers, [----] engagements
"Fairtree Asset Management Trims Stake in Orion Minerals (JSE: $ORN) Orion Minerals has notified the market that Fairtree Asset Management has ceased to be a substantial holder in the Company. According to the Form [---] disclosure Fairtrees clients actively reduced their position by selling [--------] shares on [--] December [----]. The transaction valued at approximately ZAR [----] million pushed the funds ownership interest below the 5% regulatory threshold. https://twitter.com/i/web/status/2021146624299245631 https://twitter.com/i/web/status/2021146624299245631"
X Link 2026-02-10T08:58Z [----] followers, [----] engagements
"Bought some Purple Group today seeing the stock is around R2.20 - not a lot though"
X Link 2026-02-10T12:16Z [----] followers, [----] engagements
"@ThapeloBoyza Not much has fundamentally changed from Tencent I think Naspers will be okay"
X Link 2026-02-10T20:25Z [----] followers, [--] engagements
"JSE Analyst Stock Picks David Shapiro (Sasfin Wealth) - $MSFT Microsoft David selects Microsoft arguing that the recent sell-off has been overdone. While he acknowledges it might remain weak for a bit longer he believes investors will eventually be able to pick it up at a very attractive price. He maintains that AI companies will perform very well from the investments they have made and specifically likes that Microsoft was sold down as hard as it was presenting a buying opportunity for future returns. Alex Duys (Umthombo Wealth) - $ITE Italtile Alex picks Italtile noting that while the South"
X Link 2026-02-11T06:35Z [----] followers, [----] engagements
"SENS Update: Coronation Asset Management has increased its stake in Afrimat Limited $AFT. Coronation now holds a 5.11% beneficial interest in the companys total issued share capital crossing the mandatory regulatory disclosure threshold. https://twitter.com/i/web/status/2021583077865075057 https://twitter.com/i/web/status/2021583077865075057"
X Link 2026-02-11T13:52Z [----] followers, [----] engagements
"When I walk into a Pick n Pay I can just feel why the stock is down where it is. Don't know if that makes sense I don't walk into Pick n Pay and think "i'm going to buy this dip""
X Link 2026-02-11T14:11Z [----] followers, [----] engagements
"Tsogo Sun Limited Valuation (JSE: $TSG) Price Target set at R6.55 which indicates a -5% drop - The share price reflects that the stock is currently around fair value. 🔹Earnings have declined for [--] straight years now since [----] and therefore see sustained pressure on growth for [----] assuming just a 3% growth rate. 🔹A competitive environment especially in the online gambling space as competitors like sunbet and betway eat market share putting pressure on growth. 🔹Based on the current operating environment and challenges Tsogo faces - we see a modest rebound in [----] and slight growth the"
X Link 2025-09-15T08:31Z [----] followers, [----] engagements
"Naspers Trading Statement (H1 FY26) Earnings guidance (continuing operations): 🔹 EPS: +30.2% to +37.2% 🔹 Headline EPS: +5.6% to +12.6% 🔹 Core HEPS: +20.8% to +27.8% Drivers of growth: 🔹 Strong revenue + profit growth across Ecommerce 🔹 Solid contribution from equity-accounted investments (especially Tencent) 🔹 Core HEPS lifted by excluding FX translation losses 🔹 EPS boosted by gains from Tencent share sales linked to the ongoing buyback (not included in HEPS/core HEPS) Group momentum: 🔹 Naspers reports strong financial + operational results in H1 FY26 🔹 Ecosystem now reaches 2"
X Link 2025-11-17T09:59Z [----] followers, [---] engagements
"BHP (JSE: $BHG) ENDS PURSUIT OF ANGLO AMERICAN (JSE: $AGL) BHP announced it is no longer considering a takeover of Anglo American after initial discussions. The company maintains that a deal would have offered strong strategic value but says it remains confident in its own organic growth strategy. Under UK Takeover Code Rule [---] BHP can revisit the decision only if: Anglos board agrees A third party makes a firm offer Anglo announces a Rule [--] waiver or reverse takeover The UK Takeover Panel rules theres a material change in circumstances - BHP Group [--] Nov 2025"
X Link 2025-11-24T09:04Z [----] followers, [---] engagements
"Year To Date Returns of Every Top [--] Company [----] [--]. Prosus +45% [--]. BHP Group +0.76% [--]. British American Tobacco +58% [--]. Richemont +27% [--]. Anheuser-Busch Inbev +13% [--]. Glencore -3.36% [--]. Naspers +32% [--]. Anglo American PLC +18.5% [--]. AngloGold Ashanti +219% [--]. Gold Fields +172% [--]. FirstRand +6.61% [--]. Capitec Bank +25% [--]. Standard Bank +18.51% [--]. MTN Group +73% [--]. Valterra Platinum +100% [--]. Vodacom +33% [--]. Harmony Gold +107% [--]. Sanlam +5.70% [--]. ABSA +10.60% [--]. Impala Platinum +121.5% [--]. Shoprite -7.20% [--]. South32 -12% [--]. Discovery +12.50% [--]. Sibanye Stillwater +242% [--]. Bid Corp"
X Link 2025-11-28T10:27Z [----] followers, [----] engagements
"Amazing that Capitec is still 2nd after outperforming for a large number of years. Last 10Yrs: 🔹Capitec +600% 🔹FirstRand +80% Since inception: 🔹Capitec +321 123% 🔹FirstRand +1264% Simply the main reason FirstRand is still bigger despite the growth rate differences is because it started bigger while Capitec grew more explosively but from a smaller base. The TOP [--] Banking and Insurance Groups in South Africa. . : 🥇FirstRand ( . ) 🥈Capitec Bank ( . https://t.co/wH4khyBPh7 The TOP [--] Banking and Insurance Groups in South Africa. . : 🥇FirstRand ( . ) 🥈Capitec Bank ( ."
X Link 2025-11-29T11:13Z [----] followers, [----] engagements
"Would you be interested in using this for your portfolio I built a portfolio risk calculator where you can type in ticker names (any of your choice): Sasol $SOL.JO Sibanye $SSW.JO and Purple Group $PPE.JO and it outputs the Expected Return Annual volatility probability of a loss probability of a return greater than 20% and maximum expected loss a portfolio could incur over a specific period (in this case one year) at 95% confidence. https://twitter.com/i/web/status/1996582549603180723 https://twitter.com/i/web/status/1996582549603180723"
X Link 2025-12-04T14:09Z [----] followers, [----] engagements
"Average Analysts Price Targets for some JSE Stocks Bidcorp: 🎯 R510 per share (+24%) Pepkor: 🎯 R32 per share (+14%) Clicks: 🎯R431 per share (+25%) FirstRand: 🎯 R95 per share (+10%) Prosus: 🎯 R1365 per share (+32%) per interactive brokers"
X Link 2025-12-08T04:27Z [----] followers, [----] engagements
"Capitec continues its innovative strategy into digitalisation (JSE: $CPI) Capitec Bank has signed a binding deal to acquire 100% of Walletdoc Holdings (Pty) Ltd a South African fintech company focused on payment gateway solutions. Deal Structure and Walletdocs Offering: The R400 million transaction is split into two components: 🔹R300 million upfront cash payment subject to standard purchase price adjustments. 🔹R100 million deferred earn-out payable in cash over three years tied to Capitecs share price performance and dependent on Walletdoc meeting agreed milestones during that period."
X Link 2025-12-08T19:27Z [----] followers, [---] engagements
"Labat Africas interim trading statement (six months to [--] November 2025): Earnings Guidance: 🔹 Total comprehensive income is expected to be higher than the prior comparable period. Earnings surge: 🔹 Basic EPS expected to rise by over 100% to [----] cents (from [----] cents). 🔹 Headline EPS expected to rise by over 100% to [----] cents (from [----] cents). Balance sheet turnaround: 🔹 Net asset value (NAV) per share expected to increase by over 1000% to [-----] cents from a negative NAV of (1.62) cents previously. https://twitter.com/i/web/status/2001924200177811680"
X Link 2025-12-19T07:54Z [----] followers, [---] engagements
"YTD PERFORMANCE OF EVERY STOCK CURRENTLY IN THE EASYEQUITIES EASYAI AMETF $AGX Argan Inc +135.77% $APH Amphenol Corp +95.83% $APP AppLovin Corp +115% $AVGO Broadcom Inc +47.19% $AXON Axon Enterprise +0.62% $BWXT BWX Technologies +60% $CIEN Ciena Corp +184% $COHR Coherent Corp +89.80% $CRDO Credo Technology Group +111.30% $CRWD CrowdStrike +39.10% $FIX Comfort Systems USA +122% $FN Fabrinet +119.43% $GE GE Aerospace +86.70% $GEV GE Vernova +95.26% $IREN Iris Energy +302% $LITE Lumentum Holdings +355% $META Meta Platforms +10.40% $NBIS Nebius Group NV +205.50% $NET Cloudflare Inc +79.50% $NVDA"
X Link 2025-12-23T11:49Z [----] followers, [----] engagements
"Barron's top [--] stock picks for [----] Amazon $AMZN Bristol Myers Squibb $BMY Comcast $CMCSA Exxon Mobil $XOM Fairfax Financial $FRFHF Flutter Entertainment $FLUT Madison Square Garden Sports $MSGS Sl Green Realty $SLG Visa $V Walt Disney $DIS per http://Barrons.com http://Barrons.com"
X Link 2026-01-02T12:58Z [----] followers, [----] engagements
"TODAY'S MARKET BRIEF JSE JSE All Share: +1.84% Industrial 25: +1.46% Financial 15: +1.82% Resource 10: +2.47% Mid Cap: +1.79% Small Caps: +1.03% USDZAR: R16.35 Biggest Winners (Large Caps): Impala Platinum +4.25% Northam Platinum +4.19% South32 +4.19% Valterra Platinum +4.04% Vodacom +4.04% Biggest Losers (Large Caps): Bidcorp -0.96% Mondi -0.86% British American Tobacco -0.62% Pepkor -0.53% Outsurance -0.13% Strong day across the board for the JSE market - strong rand catching investors attention as well as a boost from soaring precious metal prices. USA Dow Jones +0.94% S&P500 +0.55% Nasdaq"
X Link 2026-01-06T19:01Z [----] followers, [----] engagements
"TODAY'S MARKET BRIEF JSE JSE All Share: -0.67% Industrial 25: -0.11% Financial 15: -0.34% Resource 10: -1.74% Mid Cap: -0.21% Small Caps: +0.21% USDZAR: R16.45 Biggest Winners (Large Caps): Mondi PLC +1.97% AB InBev +1.24% South [--] +0.61% Pepkor +0.3% Kumba Iron Ore +0.28% Biggest Losers (Large Caps): Pan African Resources -5.76% Sasol -4.15% GoldFields -3.35% Harmony Gold -3.06% Richemont -1.85% Red day across the JSE today. Nothing noticeable but rather normal market behaviour. Rand slightly weaker as well USA Dow Jones -0.17% S&P500 +0.23% Nasdaq +0.70% (Note markets are still open)"
X Link 2026-01-07T17:38Z [----] followers, [----] engagements
"TODAY'S MARKET BRIEF JSE JSE All Share: -0.79% Industrial 25: -0.21% Financial 15: +0.30% Resource 10: -2.67% Mid Cap: -1.89% Small Caps: -0.01% USDZAR: R16.52 Biggest Winners (Large Caps): AB InBev +2.89% Richemont +2.79% British American Tobacco +1.71% Absa +1.21% Reinet +1.16% Biggest Losers (Large Caps): Impala Platinum -8.20% Northam Platinum -7.29% Valterra Platinum -7.12% Sibanye Stillwater -3.68% Glencore -3.39% Profit taking in Platinum miners hit the JSE today while financials held up. USA Dow Jones +0.62% S&P500 -0.05% Nasdaq -0.57% (Note markets are still open) Economic Data:"
X Link 2026-01-08T18:33Z [----] followers, [----] engagements
"Analysts price targets and ratings for JSE listed stocks Notable Names: AB InBev $ANH: +30% upside Overweight Shoprite $SHP: +25% upside Overweight Clicks $CLS: +34% upside Overweight British American Tobacco $BTI: +29% upside Buy (understand these are analysts predictions and are not certainties) The latest JSE analyst recommendations 📊 https://t.co/8ihdJnpZcE The latest JSE analyst recommendations 📊 https://t.co/8ihdJnpZcE"
X Link 2026-01-09T06:54Z [----] followers, [----] engagements
"$RIO Rio Tinto and $GLN Glencore discuss possible merger to create the largest mining company in the world surpassing BHP Group $BHP"
X Link 2026-01-09T08:34Z [----] followers, [----] engagements
"TODAY'S MARKET BRIEF JSE JSE All Share: -0.09% Industrial 25: -0.66% Financial 15: -0.36% Resource 10: +0.80% Mid Cap: -0.17% Small Caps: -0.49% USDZAR: R16.42 Biggest Winners (Large Caps): - Sasol +5.63% - Glencore +3.71% - AB InBev +3.13% - Impala Platinum +2.66% - Northam Platinum +2.48% Biggest Losers (Large Caps): - Pepkor -5.11% - Harmony -3.37% - MTN Group -2.36% - Bidvest -1.89% - OUTsurance -1.51% Quiet day on the JSE - all indices relatively flat. Pepkor and Tiger Brands went ex-dividend today which led to them falling -5% and -11% respectively. Resources were the only positive"
X Link 2026-01-14T17:47Z [----] followers, [----] engagements
"TODAY'S MARKET BRIEF JSE JSE All Share: +0.20% Industrial 25: -0.81% Financial 15: +0.01% Resource 10: +1.18% Mid Cap: +0.59% Small Caps: +0.28% USDZAR: R16.41 (+0.16%) Biggest Winners (Large Caps): - Anglo American +5.67% - Impala Platinum +3.36% - BHP Group +3.17% - Kumba Iron Ore +3.02% - Glencore +2.83% Biggest Losers (Large Caps): - Naspers -2.12% - MTN Group -1.87% - Sasol -1.48% - Clicks -1.45% - Prosus -1.27% Mixed day on the JSE. Market digesting South Africa's CPI and retail sales numbers as well as comments from SARB Governor Lesetja Kganyago. Geopolitical tension - Trump and other"
X Link 2026-01-21T18:16Z [----] followers, [----] engagements
"JUST IN: FirstRand CEO Mary Vilakazi said that 3.5% GDP growth target is achievable in South Africa in her interview in Davos per Bloomberg"
X Link 2026-01-22T07:57Z [----] followers, [----] engagements
"3) Satrix Nasdaq [---] $STXNDQ Nvidia: R90.20 Apple: R80.00 Microsoft: R71.60 Amazon: R49.10 Tesla: R39.60 Meta Platforms: R38.60 Alphabet: R36.30 Alphabet: R33.80 Broadcom: R32.50 Palantir Technologies: R22.30 Other: R506 https://twitter.com/i/web/status/2014677337359446115 https://twitter.com/i/web/status/2014677337359446115"
X Link 2026-01-23T12:31Z [----] followers, [---] engagements
"4) Satrix Divi ETF $STXDIV Investec: R63.50 Nedbank: R61.80 Absa: R61.10 Truworths: R47.50 Standard Bank: R44.10 Kumba Iron Ore: R43.20 Old Mutual: R39.20 Exxaro Resources: R37.40 Netcare: R36.70 Ninety One: R35.90 Other: R529.60 https://twitter.com/i/web/status/2014677341520154736 https://twitter.com/i/web/status/2014677341520154736"
X Link 2026-01-23T12:31Z [----] followers, [----] engagements
"GOLD MINERS FALL NASPERS RISE - TODAY'S MARKET BRIEF JSE JSE All Share: -0.92% Industrial 25: +1.14% Financial 15: +0.60% Resource 10: -3.91% Mid Cap: -0.86% Small Caps: -0.91% USDZAR: R15.97 Biggest Winners (Large Caps): - Clicks +4.02% - Naspers +2.76% - FirstRand +1.87% - Capitec +1.96% - Richemont +1.57% Biggest Losers (Large Caps): - AngloGold Ashanti -6.36% - Goldfields -6.23% - Harmony Gold -5.47% - Sibanye Stillwater -3.76% - Pan-African -3.17% Gold holds steady above $5000 but we saw some profit taking in miners after consecutive day gains. Naspers moved higher today tracking"
X Link 2026-01-27T17:41Z [----] followers, [----] engagements
"Whats one stock youve been waiting to buy but havent and wish you did Mine is a global broker Interactive Brokers $IBKR - Efficiency machine: operating and net profit margin above 70%"
X Link 2026-01-28T07:41Z [----] followers, [----] engagements
"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 https://twitter.com/i/web/status/2016417991668167088 https://twitter.com/i/web/status/2016417991668167088"
X Link 2026-01-28T07:48Z [----] followers, [----] engagements
"Microsoft falls -10% SARB holds rates - TODAY'S MARKET BRIEF JSE JSE All Share: +0.14% Industrial 25: -0.66% Financial 15: +1.17% Resource 10: -0.02% Mid Cap: -0.08% Small Caps: -0.21% USDZAR: R15.80 Biggest Winners (Large Caps): - South32 +3.09% - BHP +3.08% - Glencore +2.34% - Sanlam +2.30% - Anglo American +2.15% Biggest Losers (Large Caps): - Richemont -3.16% - Harmony Gold -2.06% - Mondi -1.96% - Northam -1.58% - Prosus -1.33% Strong start to the day for SA Inc with most retailers posting solid gains until the SARB interest rate decision. SARB kept rates unchanged at 6.75% keeping a"
X Link 2026-01-29T18:16Z [----] followers, [----] engagements
"Northam Platinum Trading Statement for the six months ended [--] December [----] (JSE: $NPH) Earnings 🔹HEPS: [--] [-----] [--] [-----] cents (1 000% increase) 🔹Basic EPS: [--] [-----] [--] [-----] cents (1 000% increase) Headline Financial Highlights (H1 FY2026) 🔹Revenue: R23.3 billion (+60.0%) 🔹Operating Profit: R5.8 billion (+439.2%) 🔹EBITDA: R7.5 billion (H1 FY2025: R1.8 billion) 🔹Unit Cash Cost: R27 208/4E oz (+7.2%) https://twitter.com/i/web/status/2020736052080640234 https://twitter.com/i/web/status/2020736052080640234"
X Link 2026-02-09T05:46Z [----] followers, [---] engagements
"Quality companies off of their highs $BID Bidcorp (-11) $CFR Richemont (11%) $V Visa (-12%) $SHP Shoprite (-15%) $AMZN Amazon (-17%) $MSFT Microsoft (-23%) $NPN Naspers (-27%) $NFLX Netflix (-38%) $MC Louis Vuitton (-40%) $NOW ServiceNOW (-51%)"
X Link 2026-02-10T19:16Z [----] followers, [----] engagements
"JSE Analyst Stock Picks Chantal Marx (FNB Wealth and Investments) - $NPN Naspers / $PRX Prosus Chantal picks Naspers (and by extension Prosus) describing them as "very cheap stuff" at the moment. She highlights that these companies have sold off heavily since late last year driven in part by pressure on Tencent due to renewed regulatory fears which she believes are unfair. She sees this as a trading opportunity noting that the discount for Naspers and Prosus has widened despite positive portfolio management progress at the group level. She considers the stocks cheap and is happy to start"
X Link 2026-02-12T09:08Z [----] followers, [----] engagements
"This ETF seems underrated. Heres what R1000 invested in the FNB Midcap ETF will buy you: Impala Platinum - R95 Sibanye Stillwater - R76.2 Northam Platinum - R54.6 Pepkor - R49.4 Remgro - R46 Clicks - R46 Nepi Rockcastle N.V - R45.1 Bidvest - R39.6 Reinet Investments - R37 Other - R4964 https://twitter.com/i/web/status/1998633939687113100 https://twitter.com/i/web/status/1998633939687113100"
X Link 2025-12-10T06:00Z [----] followers, 29.5K engagements
"What R1000 will buy you in the top [--] most popular ETFs on EasyEquities 🧵 1) Satrix Top [--] $STX40 Naspers : R111.60 Gold Fields : R85.80 Anglogold Ashanti : R66.80 Firstrand : R61.90 Standard Bank Group : R51.10 Capitec Bank Holdings : R47.90 Valterra Platinum : R44.10 Mtn Group : R39.90 Prosus Nv: R32.00 Impala Platinum Holdings: R27.50 Other: R431.4 https://twitter.com/i/web/status/2014677328735936982 https://twitter.com/i/web/status/2014677328735936982"
X Link 2026-01-23T12:31Z [----] followers, 17.8K engagements
"Capitec Trading Statement for the year ending [--] February [----] (JSE: $CPI) Earnings Guidance 🔹HEPS: [--] 294c [--] 890c - +20% to +25% (FY25: [--] 912c) 🔹EPS: [--] 293c [--] 889c - +20% to +25% (FY25: [--] 911c) What Drove the Growth - Banking & Transactions - Simplified fee structure introduced (lower transaction fees + cheaper POS devices) - Strong client growth and higher transaction volumes - Net transaction and commission income grew in line with expectations despite lower fees https://twitter.com/i/web/status/2021582497671184765 https://twitter.com/i/web/status/2021582497671184765"
X Link 2026-02-11T13:50Z [----] followers, [----] engagements
"City Lodge Hotels Limited Voluntary Trading Statement for the six months ended [--] December [----] (JSE: $CLH) Earnings Guidance 🔹Adjusted HEPS: 25.3c 26.6c - +29% to +36% (FY25: 19.6c) 🔹EPS: 20.7c 22c - -4% to +2% (FY25: 21.6c) Forex Impact: The discrepancy between the strong Adjusted earnings and the flat Reported earnings is due to unrealized foreign exchange movements. The statutory numbers (Basic EPS and HEPS) include these forex fluctuations which dampened the reported result. The "Adjusted" figure strips out these volatile non-cash items to reveal the health of day-to-day operations."
X Link 2026-02-11T13:58Z [----] followers, [----] engagements
"Cell C Holdings Limited Unaudited Interim Results for the six months ended [--] November [----] (JSE: $CCD) Headline Financial Highlights (1H FY2026) 🔹Revenue: R5.68 billion (+1.8%) 🔹Service Revenue: R5.62 billion (+2.1%) 🔹Adjusted EBITDA: R917.4 million (-1.1%) 🔹IFRS EBITDA: R4.21 billion (+442.0%) Reflects restructuring impacts 🔹Headline Earnings Per Share (HEPS): [-----] cents 🔹Net Debt: R2.39 billion (-57.9%) achieving a healthy 0.6x net debt ratio. 🔹Capital Expenditure: R395 million (Cash Technology-related capex). Operational Momentum - Subscribers: 8.63m (+11%) - MVNO HLR subscribers:"
X Link 2026-02-13T08:53Z [----] followers, [---] engagements
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