[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @StockWaveNews StockWave StockWave posts on X about bank, dividend, september, stocks the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::1931938827788222464/interactions)  - X Week XXXXXX +14% - X Month XXXXXXX -XX% - X Months XXXXXXXXX +40,106% ### Mentions: XX [#](/creator/twitter::1931938827788222464/posts_active)  - X Week XXX -X% - X Month XXX +9.80% - X Months XXXXX +7,020% ### Followers: XXXXX [#](/creator/twitter::1931938827788222464/followers)  - X Week XXXXX +7.30% - X Month XXXXX +16% - X Months XXXXX +28,423% ### CreatorRank: XXXXXXX [#](/creator/twitter::1931938827788222464/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XXXXX% [stocks](/list/stocks) XXX% [countries](/list/countries) XXXX% [technology brands](/list/technology-brands) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% **Social topic influence** [bank](/topic/bank) #2714, [dividend](/topic/dividend) #297, [september](/topic/september) #1625, [stocks](/topic/stocks) #1040, [fintech](/topic/fintech) #30, [strong](/topic/strong) 3.92%, [target](/topic/target) 3.92%, [british american tobacco](/topic/british-american-tobacco) #4, [$bhp](/topic/$bhp) #8, [sun](/topic/sun) XXXX% **Top accounts mentioned or mentioned by** [@advofchange](/creator/undefined) [@lt_investor_sa](/creator/undefined) [@talkcentss](/creator/undefined) [@ltinvestorsa](/creator/undefined) [@thinkfoyourself](/creator/undefined) [@thabovlone](/creator/undefined) [@grok](/creator/undefined) [@easyequities](/creator/undefined) [@melusi2](/creator/undefined) [@incognegro](/creator/undefined) [@nicewholesome](/creator/undefined) [@schallabear](/creator/undefined) [@kylemotshabi0](/creator/undefined) [@theoldfartbag](/creator/undefined) [@charldin1](/creator/undefined) [@dilbradly](/creator/undefined) [@incog_negro_](/creator/undefined) [@melusi2_](/creator/undefined) [@juniorbuffett](/creator/undefined) [@againstbiased](/creator/undefined) **Top assets mentioned** [British American Tobacco (BTI)](/topic/british-american-tobacco) [BHP Group Limited (BHP)](/topic/$bhp) [Medicalchain (MTN)](/topic/$mtn) [Apron Network (APN)](/topic/$apn) [Millrose Properties, Inc. (MRP)](/topic/$mrp) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [CyberArk Software Ltd. (CYBR)](/topic/$cybr) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Cloudflare, Inc. (NET)](/topic/$net) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [OUTFRONT Media Inc. (OUT)](/topic/$out) [Morgan Stanley (MS)](/topic/morgan-stanley) [SAP SE (SAP)](/topic/$sap) [Microsoft Corp. (MSFT)](/topic/microsoft) [Bank of America (BAC)](/topic/bank-of-america) [JPMorgan Chase (JPM)](/topic/$jpm) [Basis Cash (BAC)](/topic/$bac) ### Top Social Posts Top posts by engagements in the last XX hours "R1000 in the Satrix Industrial XX 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" [X Link](https://x.com/StockWaveNews/status/1983100978535571515) 2025-10-28T09:18Z 3766 followers, 17.9K engagements "ABSA Voluntary Trading Update - Key Points 🔹 FY25 revenue: Mid-single digit; non-interest income stronger than NII 🔹 NII muted: Soft SA retail loan growth + slight margin pressure 🔹 Credit impairments improving: CLR toward upper 75100bps 🔹 Costs: Mid-single digit growth - slightly higher cost-to-income 🔹 Profitability: RoE XX% HEPS low double-digit 🔹 Capital: CET1 near top of range; XX% dividend payout 🔹 Africa Regions: Earnings outpacing SA 2026 Outlook 🔹 Stronger macro; Africa Regions outperform 🔹 Loan & revenue growth improve small NIM compression 🔹 CLR mid-point on better" [X Link](https://x.com/StockWaveNews/status/1997916614243610809) 2025-12-08T06:30Z 3767 followers, 2072 engagements "(JSE: $PPH) Pepkor chart looks compelling right now Some fundamentals: Fintech revenue (retail credit Flash informal market device rentals via FoneYam and insurance) grew +35% in December quarter and similar in half-year. Opened millions of credit accounts. This segment is growing faster than their core retail. Operating profit rising faster due to margin expansion (+13.3% growth) plus disciplined cost control" [X Link](https://x.com/StockWaveNews/status/1967508978537013630) 2025-09-15T08:41Z 3735 followers, XXX engagements "New Sibanye Stillwater CEO Sibanye-Stillwater appoints Dr Richard Stewart as CEO succeeding Neal Froneman (who grew Sibanye into a R140bn giant returning R46bn to shareholders). Stewarts credentials: PhD Geology (Wits) MBA (Warwick UK) PrSciNat Fellow GSSA. Sibanye roles (25+ yrs): Executive Vice President (EVP): Biz Dev Group COO (2020) Chief Regional Officer SA (2022). Past roles: EVP Tech Services @ Gold One CEO Goliath Gold senior roles at CSIR Shango Uranium One African Global Capital. $SBSW $SSW" [X Link](https://x.com/StockWaveNews/status/1975452729108504716) 2025-10-07T06:46Z 3760 followers, 1230 engagements "MTN becomes first African mobile operator to gain over XXX million users (JSE: $MTN) MTN stock is up +76% YTD" [X Link](https://x.com/StockWaveNews/status/1980233249881526615) 2025-10-20T11:22Z 3706 followers, 1647 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%" [X Link](https://x.com/StockWaveNews/status/1980274005627048125) 2025-10-20T14:04Z 3755 followers, 6646 engagements "The Foschini Group falls -XX% 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 -XXXX% Pepkor -XXXX% Truworths -XXXX% Woolworths -XXXX% Lewis Group -X% Boxer -XXXX% Dis-Chem -1.50%" [X Link](https://x.com/StockWaveNews/status/1980565443082403947) 2025-10-21T09:22Z 3709 followers, 23.4K 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: XXXX% MTN: X% Pepkor: +1.65%" [X Link](https://x.com/StockWaveNews/status/1983109974818730349) 2025-10-28T09:53Z 3735 followers, 6720 engagements "Best Dividend Stocks/ETF's listed on the JSE (No Specific Order) Satrix Dividend ETF: $STXDIV 🔹Dividend Yield: XXX% 🔹Top X Holdings: Investec Nedbank ABSA Truworths Kumba Iron Ore Satrix Property $STXPRO 🔹Dividend Yield: XXXX% 🔹Top X Holdings: Fortress Real Est Growthpoint Properties Nepi Rockcastle Redefine Properties Higher Yield Riskier Stocks 🔹Exxaro - XX% dividend yield 🔹Thungela Resources - XX% dividend yield 🔹Kumba Iron Ore - XXXXX% dividend yield 🔹Truworths - XXXX% dividend yield 🔹Sun International - XXXXX% dividend yield 🔹Coronation Fund Managers - XXXX% dividend yield" [X Link](https://x.com/StockWaveNews/status/1983799339815157954) 2025-10-30T07:33Z 3729 followers, 3255 engagements "Aspen Pharmacare (JSE: $APN) has settled its contractual dispute over an mRNA manufacturing agreement. The counterparty will pay XX million (R500 million) to Aspen by X Dec 2025 in full and final settlement" [X Link](https://x.com/StockWaveNews/status/1984137555034751014) 2025-10-31T05:57Z 3757 followers, XXX engagements "R1000 in the Satrix Top XX (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/StockWaveNews/status/1984149458679165125) 2025-10-31T06:44Z 3731 followers, 11.5K engagements "Pepkor Trading Update for the Year Ended XX September 2025 (JSE: $PPH) Highlights 🔹Revenue up XX% to R95.3 bn driven by market share gains and solid execution across divisions. 🔹Clothing & general merchandise +8.9% Furniture appliances & electronics +7.2% Fintech +31.1%. 🔹Flash (informal market fintech) remained a key growth engine. Earnings outlook: 🔹EPS expected +136%146% (to 149.6156c) 🔹HEPS expected +10%20% (to 153.6167.6c) 🔹Normalised HEPS expected +18%28% (to 154.1167.1c) Reflecting recovery at Ackermans Tekkie Town and strong fintech performance. FY24 was weighed down by" [X Link](https://x.com/StockWaveNews/status/1985239278528475535) 2025-11-03T06:55Z 3709 followers, 2646 engagements "SA Inc Today 🔹Banks Nedbank: -XXXX% Investec: -X% ABSA: -XXXX% Capitec: -XXXX% Standard Bank: -XXXX% FirstRand: -X% 🔹Retail Woolworths +1.45% Dis-Chem Pharma -XXXX% Clicks -XXXX% Shoprite -XXXX% Bidvest -XXXX% MTN -XXXX% Pick n Pay -XXXX% Pepkor -XXXX% Mr Price -XXXX% The Foschini Group -2.31%" [X Link](https://x.com/StockWaveNews/status/1986725541563535502) 2025-11-07T09:20Z 3709 followers, 9110 engagements "One ETF not spoken about often is Satrix Shari'ah Top XX $STXSHA that is beating the Top XX and is up +58% this year. R1000 in $STXSHA buys you: Goldfields - R235.8 AngloGold - R157.5 Valterra Platinum - R98.9 MTN Group - R93.5 Anglo American - R75.8 Impala Platinum - R63.2 Harmony Gold Mining - XXXX Northam Platinum - R36.4 Clicks Group - R30.6 Nepi Rockcastle - R30 Other - XXXXX I didn't really know what the fund was so here is a short breakdown: Satrix Shariah Top XX Index ETF is an investment instrument created to comply with Islamic ethical investing it gives investors diversified" [X Link](https://x.com/StockWaveNews/status/1987760274670059875) 2025-11-10T05:52Z 3759 followers, 1861 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/StockWaveNews/status/1987857011627942343) 2025-11-10T12:16Z 3740 followers, 2726 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%" [X Link](https://x.com/StockWaveNews/status/1988929817652134386) 2025-11-13T11:19Z 3725 followers, 2664 engagements "NINETY ONE PLC Interim results for the six months ended XX September 2025 Highlights 🔹 AUM up XX% YoY to 152.1bn 🔹 Net inflows: 4.3bn (incl. 1.9bn from Sanlam UK take-on in June) 🔹 Adjusted operating profit +12% to 98.8m 🔹 Operating margin improved to XXXX% 🔹 Adjusted EPS +15% to 8.4p 🔹 Dividend per share +11% to 6.0p 🔹 Strong competitive long-term investment performance 🔹 Ongoing investment into the core business + new growth initiatives 🔹 Sanlam partnership performing well 🔹 Staff shareholding increased to 32.7%" [X Link](https://x.com/StockWaveNews/status/1990359987252597192) 2025-11-17T10:02Z 3715 followers, XXX 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 X years Satrix Property ETF $STXPRO Top XX Holdings: 🔹 Fortress Real Estate Inv B - XXXXX% 🔹 Growthpoint Properties Ltd - XXXXX% 🔹 Nepi Rockcastle N.V. - XXXXX% 🔹 Redefine Properties Ltd - XXXXX% 🔹 Vukile Property Fund Ltd - XXXX% 🔹 Resilient Property Income Fund Ltd - XXXX% 🔹 Hyprop Investments Ltd - XXXX% 🔹 Equites Property Fund Ltd - XXXX% 🔹 Attacq Ltd - XXXX% 🔹 Sirius Real Estate Ltd - XXXX% The sector has kept up with the Top XX index over" [X Link](https://x.com/StockWaveNews/status/1990410264915660904) 2025-11-17T13:22Z 3709 followers, 2809 engagements "Coronation Fund Managers FY25 Results & Dividend Update (JSE: $CML) Operational performance: 🔹 Revenue: R4.29bn +10% YoY 🔹 Fund management EPS (ex-SARS matter): 452.2c +12% 🔹 Dividend per share: 454c XX% (FY24: 566c) Earnings impacted by prior-year SARS reversal: 🔹 FY24 included a once-off tax provision reversal that inflated earnings 🔹 EPS & HEPS: 474.3c XX% YoY 🔹 Fund management EPS: 454c XX% (vs 617.1c) Final dividend declared: 🔹 Final dividend: 254c (FY24: 228c) 🔹 Net (after XX% DWT): 203.2c Key dates 🔹 Last day to trade: X Dec 2025 🔹 Ex-dividend: X Dec 2025 🔹 Record date: 5" [X Link](https://x.com/StockWaveNews/status/1990663943354712246) 2025-11-18T06:10Z 3715 followers, XXX engagements "Sanlam received an updated credit rating from S&P Global Ratings following the recent upgrade of South Africas sovereign rating. S&P has upgraded Sanlams National Scale Credit Rating from A+ to AA+ reflecting the improved creditworthiness of the Sanlams group credit profile following the sovereign upgrade" [X Link](https://x.com/StockWaveNews/status/1991075789907828886) 2025-11-19T09:27Z 3724 followers, 6128 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 3741 followers, 1045 engagements "MR PRICE GROUP LIMITED Interim Results for the XX Weeks ended XX September 2025 (JSE: $MRP) Headline Numbers 🔹 Total revenue: R18.6bn (+5.4%) 🔹 Retail sales: R17.8bn (+5.5%) 🔹 GP margin: XXXX% (+30bps) 🔹 Operating margin: XXXX% (+10bps) 🔹 HEPS: 513.0c (+6.5%) 🔹 Interim dividend: 323.2c (+6.5%) 🔹 Cash resources: R3.0bn debt-free 🔹 Online sales: +9.7% 🔹 Comparable store sales: +2.1% 🔹 Store footprint: X XXX stores (+91 in H1) Segment Performance: Apparel: +5.3% (78.5% of group): 🔹Outperformed market GP margin expansion +R200m market share gained over XX months. 🔹Power Fashion: 14th" [X Link](https://x.com/StockWaveNews/status/1991387615262601402) 2025-11-20T06:06Z 3708 followers, XXX engagements "Here's how SA Inc stocks are performing today after the SARB cut interest rates by XX 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%" [X Link](https://x.com/StockWaveNews/status/1991509751163699312) 2025-11-20T14:11Z 3724 followers, 2979 engagements "PEPKOR HOLDINGS LIMITED Reviewed Annual Results for the year ended XX September 2025 Headline Financials (FY25 Continuing Operations) (vs FY24) 🔹 Revenue: R95.3bn (+12.0%) 🔹 Gross margin: XXXX% (+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: XX% 🔹 Dividend: 53c (+9.2%) 🔹 NAV per share: X 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 3707 followers, 1701 engagements "SA Inc Strong Today Tiger Brands +6% (Gains following earnings release) Mr Price +2.15% Clicks +2% Pepkor +1.90% Shoprite +1.85% FirstRand +1.80% Bidvest +1.80% Woolworths +1.80% Standard Bank +1.35% Indexes Resource XX +2.40% JSE All Share +1.30% Financial XX +1% Industrial XX +0.90%" [X Link](https://x.com/StockWaveNews/status/1993608550677991707) 2025-11-26T09:11Z 3755 followers, XXX engagements "TSOGO SUN LIMITED Unaudited condensed consolidated interim financial results Financial Performance (H1 2026) 🔹 Income: R5.56bn (down -1%) 🔹 Operating costs: R3.9bn (flat) 🔹 Adjusted EBITDA: R1.72bn (down -3%) 🔹 Headline earnings: R769m (up 1%) 🔹 EPS: 64.9c (down -7%) 🔹 HEPS: 73.9c (up 1%) Dividend - Interim dividend: 15c per share (down 50%) - Net dividend after tax: 12c - Payment date: XX December 2025 Debt & Balance Sheet Net interest-bearing debt + guarantees: R6.8bn: - Down from R7.19bn in March 2025 - R386m reduction in the period" [X Link](https://x.com/StockWaveNews/status/1993925035371770004) 2025-11-27T06:09Z 3708 followers, XXX engagements "Purple Group Valuation (JSE: $PPE) Price target: 🎯R1.81 per share Simply: The valuation below basically means the stock is slightly over-valued with -XX% downside. For the overachievers: The growth rates used in the model below (for the PV of FCF) was achieved by forecasting active clients and ARPU to forecast revenue and net income. I currently don't see net profit margin expanding from XX% currently into the 20's in the next X years however i do initially see some margin expansion closer to XX% as the cost to serve active clients improves. WACC was calculated as XXXX% which is very close" [X Link](https://x.com/StockWaveNews/status/1993969117443891210) 2025-11-27T09:04Z 3750 followers, 5042 engagements "In the ETF Guide for South Africans the commodities section clearly shows the different ETF's available under each commodity. for example you can compare the total expense ratio for $ETFPT and $NGPLT" [X Link](https://x.com/StockWaveNews/status/1993991174776873062) 2025-11-27T10:31Z 3729 followers, XXX engagements "Year To Date Returns of Every Top XX Company 2025 X. Prosus +45% X. BHP Group +0.76% X. British American Tobacco +58% X. Richemont +27% X. Anheuser-Busch Inbev +13% X. Glencore -XXXX% X. Naspers +32% X. Anglo American PLC +18.5% X. AngloGold Ashanti +219% XX. Gold Fields +172% XX. FirstRand +6.61% XX. Capitec Bank +25% XX. Standard Bank +18.51% XX. MTN Group +73% XX. Valterra Platinum +100% XX. Vodacom +33% XX. Harmony Gold +107% XX. Sanlam +5.70% XX. ABSA +10.60% XX. Impala Platinum +121.5% XX. Shoprite -XXXX% XX. South32 -XX% XX. Discovery +12.50% XX. Sibanye Stillwater +242% XX. Bid Corp" [X Link](https://x.com/StockWaveNews/status/1994352562955239923) 2025-11-28T10:27Z 3732 followers, 3117 engagements "PGMs Today Platinum +5% Palladium +2.50% Northam Platinum +7.20% Impala Platinum +6.60% Sibanye Stillwater +6.05% Valterra Platinum +5.62%" [X Link](https://x.com/StockWaveNews/status/1994442015195467881) 2025-11-28T16:23Z 3740 followers, XXX engagements "Top X Highest Returns from JSE Top XX Companies in 2025: X Sibanye Stillwater +242% X AngloGold Ashanti +219% X Northam Platinum +197% X Goldfields +172% X Impala Platinum +122%" [X Link](https://x.com/StockWaveNews/status/1994686601566289970) 2025-11-29T08:35Z 3740 followers, XXX engagements "@against_biased I wasnt comparing performance I was pointing out the fact that Capitec hasnt surpassed FirstRand in market cap even though Capitec has returned over XXX XXX% since inception 👍" [X Link](https://x.com/StockWaveNews/status/1994859980827365644) 2025-11-29T20:04Z 3759 followers, XX engagements "@Schallabear I wasnt looking at any KPIs or valuation I was simply stating its amazing that Capitec hasnt surpassed FirstRand in market cap even tho it has returned over XXX XXX% since inception" [X Link](https://x.com/StockWaveNews/status/1995086576490328521) 2025-11-30T11:04Z 3759 followers, XX engagements "(JSE: $NTU) Nutun (formerly Transaction Capital) has completed its two-year restructuring exiting all legacy assets simplifying its structure and repositioning itself as a focused NPL (non-performing loans) collections and BPO (business process outsourcing) group. The business is now made up of: 🔹Nutun South Africa NPL portfolio acquisitions & collections (principal + agency) 🔹Nutun International BPO operations across the UK US & Australia" [X Link](https://x.com/StockWaveNews/status/1995370714044465642) 2025-12-01T05:53Z 3750 followers, XXX engagements "Richemont upgraded to buy at Deutsche Bank and raised its price target to CHF195 The bank views luxury brands as "well positioned for accelerating growth throughout 2026" despite headwinds in other consumer sectors though it does not expect growth to return to pre-pandemic levels in the mid-term" [X Link](https://x.com/StockWaveNews/status/1995403080834203996) 2025-12-01T08:02Z 3723 followers, XXX 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" [X Link](https://x.com/StockWaveNews/status/1995463138972508202) 2025-12-01T12:01Z 3750 followers, XXX engagements "SA Miners Today Impala Platinum +3.50% Valterra Platinum +3.40% Gold Fields +2.90% Anglo American +2.60% Harmony Gold Mining +2.50% Sibanye Stillwater +1.90% AngloGold Ashanti +1.50% Northam Platinum +1.30%" [X Link](https://x.com/StockWaveNews/status/1995464945878650932) 2025-12-01T12:08Z 3740 followers, XXX engagements "JSE Dividend Update Boxer Retail Ltd - R0.45 per share 🔹Last trade: X Dec 2025 🔹Pay date: X Dec 2025 Naspers Ltd - R5.08 per share 🔹Last trade: X Dec 2025 🔹Pay date: X Dec 2025 Ninety One PLC - R1.35 per share 🔹Last trade: X Dec 2025 🔹Pay date: XX Dec 2025 Ninety One Limited - R1.35 per share 🔹Last trade: X Dec 2025 🔹Pay date: XX Dec 2025 WeBuyCars Holdings Ltd - R0.30 per share 🔹Last trade: X Dec 2025 🔹Pay date: X Dec 2025 ISA Holdings Ltd - R0.09 per share 🔹Last trade: X Dec 2025 🔹Pay date: X Dec 2025 Coronation Fund Managers Ltd - R2.54 per share 🔹Last trade: X Dec 2025 🔹Pay" [X Link](https://x.com/StockWaveNews/status/1995736553545421153) 2025-12-02T06:07Z 3744 followers, 2637 engagements "With X weeks to go the current leaders as of today are: 🥇Dawnbreaker: Sibanye Stillwater Joint 2nd 🥈Kasi The Ashy: Sasol 🥈Tenet Trading: Sasol 🥈 BeeGinnA: Sasol A lot can change in the next XX days good luck" [X Link](https://x.com/StockWaveNews/status/1995747258349093211) 2025-12-02T06:50Z 3760 followers, 1492 engagements "Impressive the amount of data available even for JSE stocks" [X Link](https://x.com/StockWaveNews/status/1995836004205560199) 2025-12-02T12:42Z 3744 followers, XXX engagements "@kylemotshabi0 I personally would keep holding onto it. Naspers has had an incredible run and is currently pulling back but I think over the coming months/years it will continue performing well. Just be patient with it 👍" [X Link](https://x.com/StockWaveNews/status/1996182866208985505) 2025-12-03T11:40Z 3757 followers, XX engagements "@theoldfartbag @EasyEquities have you received poor customer support from them through their tickets" [X Link](https://x.com/StockWaveNews/status/1996265792338276819) 2025-12-03T17:10Z 3738 followers, XX engagements "Rand below XX to the dollar trading at XXXXX $USDZAR Key U.S PCE Inflation data due later today that will be the next catalyst for the dollar" [X Link](https://x.com/StockWaveNews/status/1996832211518345574) 2025-12-05T06:41Z 3706 followers, 1258 engagements "@charldin1 Hi there Yes the FNB500 pays out a dividend while the STX500 doesnt because it reinvests the dividends directly into the etf" [X Link](https://x.com/StockWaveNews/status/1996837077036704204) 2025-12-05T07:00Z 3707 followers, XX engagements "If your been following me youll know the sector Im most bullish on is cybersecurity and Im glad I got in $RBRK before earnings Up nearly XX% premarket today Other favourite names are $CRWD $CYBR $PANW $NET" [X Link](https://x.com/StockWaveNews/status/1996942211833848212) 2025-12-05T13:58Z 3706 followers, XXX engagements "🔹PCE Inflation cooled 🔹uMich Inflation forecasts were softer than expected 🔹Personal Spending better than expected 🔹uMich Consumer Expectations better than expected Very favourable data for equities" [X Link](https://x.com/StockWaveNews/status/1996960118089367981) 2025-12-05T15:09Z 3706 followers, XXX engagements "@Aya_kwevezi So you positive local equities" [X Link](https://x.com/StockWaveNews/status/1996962243582275836) 2025-12-05T15:17Z 3707 followers, XXX engagements "@DilBradly Yea Honestly since I did that valuation I havn't considered trying to re-rate the stock at all. I think they have to sort out their balance sheet or there must be something really substantial - better names to own as well (Sun International imo)" [X Link](https://x.com/StockWaveNews/status/1997016128749813884) 2025-12-05T18:52Z 3706 followers, XXX engagements "Outsurance Group Financial Year 2025 Results (JSE: $OUT) 🔹Earnings growth: Normalised earnings rose XXXX% to R4.7bn with EPS up 32.8%. 🔹Dividends: Full-year dividend of 237.6c/share (+36.2% YoY) plus a special dividend of 33.1c reflecting strong capital position and asset sales. 🔹Profitability: Return on equity strengthened to XXXX% (from 30.7%). 🔹Operating performance: Gross written premium grew XXXX% to R38.8bn; claims ratio improved to XXXX% from 56.8%. Segment highlights: SA operations: Earnings up 32%. Youi (Australia): Earnings up XX% despite FX drag. Life business: Earnings up 66%." [X Link](https://x.com/StockWaveNews/status/1967498363277849087) 2025-09-15T07:58Z 3762 followers, XXX engagements "Tsogo Sun Limited Valuation (JSE: $TSG) Price Target set at R6.55 which indicates a -X% drop - The share price reflects that the stock is currently around fair value. 🔹Earnings have declined for X straight years now since 2023 and therefore see sustained pressure on growth for 2026 assuming just a X% 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 2027 and slight growth the" [X Link](https://x.com/StockWaveNews/status/1967506479247659113) 2025-09-15T08:31Z 3764 followers, 4323 engagements "(JSE: $TFG) The Foschini Group Trading Update for the six months ended XX September 2025 (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: XXXX% to R29.2 billion ( XXX% excluding White Stuff). 🔹Online sales: XXXX% now XXXX% of total retail sales (vs XXXX% in H1 FY2025). 🔹TFG Africa online sales 40.2%" [X Link](https://x.com/StockWaveNews/status/1980562967503450462) 2025-10-21T09:13Z 3759 followers, 13.4K engagements "Top X buys in EasyEquities ZAR Account for the week Oct XX - Oct XX X Sasol X EasyETF's Global Equity AMETF X Satrix XX ETF X Satrix MSCI World ETF X Naspers" [X Link](https://x.com/StockWaveNews/status/1983457934194434373) 2025-10-29T08:56Z 3762 followers, 1192 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 XX $S32" [X Link](https://x.com/StockWaveNews/status/1988210736573936107) 2025-11-11T11:42Z 3759 followers, 1208 engagements "MTN Group Quarterly update for the period ended XX September 2025 (JSE: $MTN) Group Highlights 🔹 Service revenue +22.6% (CC) 🔹 Data revenue +35.4% (CC) 🔹 Fintech revenue +23.1% (CC) Transaction value up XX% to $342B 🔹 EBITDA margin XX% (+6.7pp) 🔹 Subscribers: 301.3M (+5.8%) 🔹 Active data users: 165.8M (+9.1%) AI Partnership 🔹 MTN partners with Microsoft to deploy AI-powered learning tools across Africa from early 2026 🔹 Supports MTNs strategy: connectivity - digital inclusion + skills development Outlook 🔹 Positive momentum expected into Q4 🔹 Nigeria & Ghana remain the key earnings" [X Link](https://x.com/StockWaveNews/status/1990292723333500954) 2025-11-17T05:35Z 3764 followers, XXX 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 3759 followers, XXX engagements "Reunert (JSE: $RLO) is seeing strong demand for circuit breakers in the United States. The stock is up +4% today post earnings and is a stock that i'm positive on at these levels. The stock trades at 9.42x P/E and pays a X% dividend yield. Circuit breakers are critical components to data centers because they protect sensitive IT equipment and infrastructure from electrical faults such as overcurrents and short circuits "The circuit breaker volumes in South Africa decreased slightly year-on-year but were more than offset by a strong export performance. The USA remains a significant market and" [X Link](https://x.com/StockWaveNews/status/1991507456455811382) 2025-11-20T14:02Z 3764 followers, XXX engagements "Analyst Price Targets Notable Ratings: Investec rates Anheuser-Busch InBev a buy with +50% upside target. JPMorgan is overweight Naspers with +37% upside. JPMorgan is overweight Mr Price with +13% upside" [X Link](https://x.com/StockWaveNews/status/1991756023141659005) 2025-11-21T06:30Z 3759 followers, XXX engagements "NASPERS LIMITED Interim results announcement for the six months ended XX September 2025 (JSE: $NPN) Headline Numbers (Continuing Operations) (All growth vs HY25) 🔹 Revenue: US$4.12bn (+20%) 🔹 Operating profit: US$178m (up from US$107m) 🔹 Ecommerce aEBITDA: US$557m (+71%) 🔹 Group aEBITDA: US$433m (+96%) 🔹 Group aEBIT: US$223m (vs US$35m) - major operational improvement 🔹 Free cash flow: US$1.28bn (vs US$854m) 🔹 Core headline earnings: US$1.71bn (+13%) 🔹 CHEPS: 215c (+24% supported by buybacks) Share-Repurchase Programme 🔹 Returned US$41bn to shareholders since June 2022 🔹 Reduced the" [X Link](https://x.com/StockWaveNews/status/1992851722662789375) 2025-11-24T07:04Z 3759 followers, XXX engagements "Ignoring the fact I already own FirstRand in a portfolio If I had to choose one to hold for the next X years today I would choose. Here is my take on both and then we will reach a conclusion: Capitec Story: Capitec has built a digital first mass market low cost banking + payments + fintech ecosystem with the highest number of customers among all other banks with XX million active clients. That makes up around XX% of South Africa's population. Headline Earnings Contributors: - Personal Banking (41%) - Fintech (26%) - Insurance (+26%) - Business Banking (5%) - Avafin (2%) Personal banking" [X Link](https://x.com/StockWaveNews/status/1994759112517627936) 2025-11-29T13:23Z 3759 followers, XXX engagements "Largest banks in the world visual X $JPM JP Morgan X $BAC Bank of America X Agricultural Bank of China" [X Link](https://x.com/StockWaveNews/status/1995889807411888604) 2025-12-02T16:16Z 3764 followers, 2153 engagements "Satrix XX ETF Visualized (JSE: $STX40)" [X Link](https://x.com/StockWaveNews/status/1996244916201041968) 2025-12-03T15:47Z 3764 followers, XXX engagements "Forward P/E Ratios of the XX 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 3764 followers, 1734 engagements "5 Macroeconomic trends to dominate in 2026 by Capital Economics 1) The economic benefits of AI will continue to build and the market bubble will continue to inflate: 2) China will remain stuck in low growth and deflation 3) The trade war isnt over 4) Central banks will continue to ease but Trump wont get the major cuts he wants 5) Fiscal risks will continue to stalk markets" [X Link](https://x.com/StockWaveNews/status/1997260012092039475) 2025-12-06T11:01Z 3763 followers, XXX engagements "THE SPAR GROUP LIMITED Audited group results for the XX weeks ended XX September 2025 Key Highlights 🔹 European strategic exit completed simplifying the group and improving future earnings clarity 🔹 Net debt down XX% to R5.4bn (FY24: R9.1bn) 🔹 Group revenue +1.6% (+1.8% in constant currency) 🔹 Gross profit +3.3% with margin up to XXXX% (+20 bps) 🔹 SA operating profit +6.8% (ex-extraordinary items) 🔹 BWG (Ireland) sustained X% operating margin despite tough consumer conditions 🔹 Cash generated from operations +13.3% to R5.45bn 🔹 Clear pathway to reinstating shareholder returns in the" [X Link](https://x.com/StockWaveNews/status/1997901684845019599) 2025-12-08T05:30Z 3767 followers, XXX 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 XX% and maximum expected loss a portfolio could incur over a specific period (in this case one year) at XX% confidence" [X Link](https://x.com/StockWaveNews/status/1996582549603180723) 2025-12-04T14:09Z 3767 followers, 2434 engagements "Optasia (JSE; $OPA) was one of the X names listed in Anchor Capitals stock picks for 2026 I did some simple modelling on their P/E ratio using Anchor Capitals net income forecasts. They currently trade on a 2027 forward multiple of 14.63x. If the stock rises as shown by XX% to R29.4 the 2027 forward P/E is around 22x which in my opinion is not expensive for a high-growth fintech business. That said it does seem like it's fairly valued to peers as I used a similar company based in Egypt called FAWRY which is trading at a P/E ratio 22x vs Optasia current P/E 24x although their business models" [X Link](https://x.com/StockWaveNews/status/1998042303680639172) 2025-12-08T14:49Z 3767 followers, 5470 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" [X Link](https://x.com/StockWaveNews/status/1983188478239047773) 2025-10-28T15:05Z 3765 followers, 45.3K engagements "Woolworths Holdings XX Week Trading Update (JSE: $WHL) Highlights 🔹 Group turnover: +6.2% YoY (+6.8% constant currency) 🔹 Share buyback: 6.9m shares repurchased @ avg R51.22 Woolworths SA: +7.4% 🔹Food: +7.7% (+6.0% like-for-like) Price inflation XXX% Online = XXX% of sales Dash +24.2% 🔹Fashion Beauty & Home: +6.2% (+6.6% like-for-like) Beauty +9.6% Home +13.8% Online = XXX% 🔹Financial Services: Book -XXX% YoY (excl. sale +1.5%) Impairments XXX% (still sector-leading) Country Road Group: +3.3% (+3.9% like-for-like) Most brands trading ahead of last year" [X Link](https://x.com/StockWaveNews/status/1988476102021456115) 2025-11-12T05:17Z 3765 followers, 2732 engagements "Additional Info Nigeria (standout performer) 🔹 Service revenue +57.1% (CC) 🔹 Returned to positive retained earnings & net equity 🔹 Resumed dividends (N5/share) 🔹 Data revenue +72.7% traffic +36% 🔹 Fintech revenue +72.3% 🔹 EBITDA margin XXXX% (+15pp) - FX stability + lower tower lease costs 🔹 Notable improvements in FX liquidity and inflation Ghana 🔹 Strong quarter with service revenue +35.9% (CC) 🔹 Cedi strengthened YoY vs USD South Africa 🔹 Service revenue +2% 🔹 Data +5% Traffic +25% 🔹 Prepaid -XXX% (still under pressure) 🔹 Postpaid +4% supported by FWA/Home 🔹 EBITDA -4.8%" [X Link](https://x.com/StockWaveNews/status/1990293214763397255) 2025-11-17T05:37Z 3764 followers, XXX 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 XXX% 🔹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" [X Link](https://x.com/StockWaveNews/status/1994726403640635485) 2025-11-29T11:13Z 3764 followers, 7409 engagements "What level will you be buying/accumulating more Purple Group (JSE: $PPE) at Share currently trading around R2/share" [X Link](https://x.com/StockWaveNews/status/1995778750059831536) 2025-12-02T08:55Z 3763 followers, 1507 engagements "Average Analysts Price Targets for some Popular JSE Stocks Shoprite: 🎯R323 per share (+20%) Naspers: 🎯 R1600 per share (+48%) Richemont: 🎯R3778 per share (+2.1%) Anglo American: 🎯694 per share (+7%) Capitec: 🎯R4430 per share (+8.77%) Sasol: 🎯R170 per share (+55%) per interactive brokers" [X Link](https://x.com/StockWaveNews/status/1995813958851105224) 2025-12-02T11:15Z 3764 followers, 9474 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 XX% over the last year Naspers is only up XX% creating a massive divergence. This results in Naspers currently sitting at a very high XX% discount to its net asset value (NAV) which is predominantly made up of its Tencent holdings" [X Link](https://x.com/StockWaveNews/status/1996265038659592489) 2025-12-03T17:07Z 3764 followers, 1409 engagements "For anyone not paying attention if youve been waiting to buy $NPN Naspers - heres a reminder Six months of gains erased stock is -XX% 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 3766 followers, 1709 engagements "Which portfolio would you rather own for the next X 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" [X Link](https://x.com/StockWaveNews/status/1996811976794652789) 2025-12-05T05:20Z 3766 followers, 22.5K 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" [X Link](https://x.com/StockWaveNews/status/1996938479020933475) 2025-12-05T13:43Z 3764 followers, 1183 engagements "Forward P/E Ratios & Dividend Yield of the "Big Five" Banks (PE Dividend Yield) - FirstRand: 9.6x XXX% - Capitec: 24.5x XXX% - Standard Bank: 8x X% - Absa Bank: 6.1x XXX% - Nedbank: 6.9x XXX% Who you picking" [X Link](https://x.com/StockWaveNews/status/1997192039876657410) 2025-12-06T06:31Z 3763 followers, 1679 engagements "Would this be beneficial to you Please take a minute and let me know I show examples of X different portfolios randomly made up: 1) JSE Stocks and ETFs 2) Tech-heavy global equities 3) Low Volatility low risk portfolio to show you how you can use this tool to analyse different portfolios with different weights. Below is a guide as to what the output means: X. Expected Annual Return - Mean expected portfolio return over one year annualised from weekly returns. X. Annualized Volatility - Standard deviation of yearly portfolio returns measuring total risk. X. Probability of Loss - The" [X Link](https://x.com/StockWaveNews/status/1997367444369740085) 2025-12-06T18:08Z 3767 followers, XXX 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 3767 followers, 5622 engagements "ABSA jumps +4.50% today as investors are positive on the trading update (JSE: $ABG)" [X Link](https://x.com/StockWaveNews/status/1997950939337199819) 2025-12-08T08:46Z 3765 followers, XXX engagements "$NEE NextEra Energy and $META Meta Platforms reached XXX GW of clean energy contracts through XX power purchase agreements and two energy storage agreements $NEE rises +2.5% premarket" [X Link](https://x.com/StockWaveNews/status/1998009849427243128) 2025-12-08T12:40Z 3767 followers, XXX engagements "Capitec continues its innovative strategy into digitalisation (JSE: $CPI) Capitec Bank has signed a binding deal to acquire XXX% 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 3767 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@StockWaveNews StockWaveStockWave posts on X about bank, dividend, september, stocks the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
Social category influence finance XXXXX% stocks XXX% countries XXXX% technology brands XXXX% cryptocurrencies XXXX%
Social topic influence bank #2714, dividend #297, september #1625, stocks #1040, fintech #30, strong 3.92%, target 3.92%, british american tobacco #4, $bhp #8, sun XXXX%
Top accounts mentioned or mentioned by @advofchange @lt_investor_sa @talkcentss @ltinvestorsa @thinkfoyourself @thabovlone @grok @easyequities @melusi2 @incognegro @nicewholesome @schallabear @kylemotshabi0 @theoldfartbag @charldin1 @dilbradly @incog_negro_ @melusi2_ @juniorbuffett @againstbiased
Top assets mentioned British American Tobacco (BTI) BHP Group Limited (BHP) Medicalchain (MTN) Apron Network (APN) Millrose Properties, Inc. (MRP) Rubrik, Inc. (RBRK) CyberArk Software Ltd. (CYBR) Palo Alto Networks Inc (PANW) Crowdstrike Holdings Inc (CRWD) Cloudflare, Inc. (NET) SPDR S&P XXX ETF Trust (SPY) OUTFRONT Media Inc. (OUT) Morgan Stanley (MS) SAP SE (SAP) Microsoft Corp. (MSFT) Bank of America (BAC) JPMorgan Chase (JPM) Basis Cash (BAC)
Top posts by engagements in the last XX hours
"R1000 in the Satrix Industrial XX 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"
X Link 2025-10-28T09:18Z 3766 followers, 17.9K engagements
"ABSA Voluntary Trading Update - Key Points 🔹 FY25 revenue: Mid-single digit; non-interest income stronger than NII 🔹 NII muted: Soft SA retail loan growth + slight margin pressure 🔹 Credit impairments improving: CLR toward upper 75100bps 🔹 Costs: Mid-single digit growth - slightly higher cost-to-income 🔹 Profitability: RoE XX% HEPS low double-digit 🔹 Capital: CET1 near top of range; XX% dividend payout 🔹 Africa Regions: Earnings outpacing SA 2026 Outlook 🔹 Stronger macro; Africa Regions outperform 🔹 Loan & revenue growth improve small NIM compression 🔹 CLR mid-point on better"
X Link 2025-12-08T06:30Z 3767 followers, 2072 engagements
"(JSE: $PPH) Pepkor chart looks compelling right now Some fundamentals: Fintech revenue (retail credit Flash informal market device rentals via FoneYam and insurance) grew +35% in December quarter and similar in half-year. Opened millions of credit accounts. This segment is growing faster than their core retail. Operating profit rising faster due to margin expansion (+13.3% growth) plus disciplined cost control"
X Link 2025-09-15T08:41Z 3735 followers, XXX engagements
"New Sibanye Stillwater CEO Sibanye-Stillwater appoints Dr Richard Stewart as CEO succeeding Neal Froneman (who grew Sibanye into a R140bn giant returning R46bn to shareholders). Stewarts credentials: PhD Geology (Wits) MBA (Warwick UK) PrSciNat Fellow GSSA. Sibanye roles (25+ yrs): Executive Vice President (EVP): Biz Dev Group COO (2020) Chief Regional Officer SA (2022). Past roles: EVP Tech Services @ Gold One CEO Goliath Gold senior roles at CSIR Shango Uranium One African Global Capital. $SBSW $SSW"
X Link 2025-10-07T06:46Z 3760 followers, 1230 engagements
"MTN becomes first African mobile operator to gain over XXX million users (JSE: $MTN) MTN stock is up +76% YTD"
X Link 2025-10-20T11:22Z 3706 followers, 1647 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%"
X Link 2025-10-20T14:04Z 3755 followers, 6646 engagements
"The Foschini Group falls -XX% 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 -XXXX% Pepkor -XXXX% Truworths -XXXX% Woolworths -XXXX% Lewis Group -X% Boxer -XXXX% Dis-Chem -1.50%"
X Link 2025-10-21T09:22Z 3709 followers, 23.4K 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: XXXX% MTN: X% Pepkor: +1.65%"
X Link 2025-10-28T09:53Z 3735 followers, 6720 engagements
"Best Dividend Stocks/ETF's listed on the JSE (No Specific Order) Satrix Dividend ETF: $STXDIV 🔹Dividend Yield: XXX% 🔹Top X Holdings: Investec Nedbank ABSA Truworths Kumba Iron Ore Satrix Property $STXPRO 🔹Dividend Yield: XXXX% 🔹Top X Holdings: Fortress Real Est Growthpoint Properties Nepi Rockcastle Redefine Properties Higher Yield Riskier Stocks 🔹Exxaro - XX% dividend yield 🔹Thungela Resources - XX% dividend yield 🔹Kumba Iron Ore - XXXXX% dividend yield 🔹Truworths - XXXX% dividend yield 🔹Sun International - XXXXX% dividend yield 🔹Coronation Fund Managers - XXXX% dividend yield"
X Link 2025-10-30T07:33Z 3729 followers, 3255 engagements
"Aspen Pharmacare (JSE: $APN) has settled its contractual dispute over an mRNA manufacturing agreement. The counterparty will pay XX million (R500 million) to Aspen by X Dec 2025 in full and final settlement"
X Link 2025-10-31T05:57Z 3757 followers, XXX engagements
"R1000 in the Satrix Top XX (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 3731 followers, 11.5K engagements
"Pepkor Trading Update for the Year Ended XX September 2025 (JSE: $PPH) Highlights 🔹Revenue up XX% to R95.3 bn driven by market share gains and solid execution across divisions. 🔹Clothing & general merchandise +8.9% Furniture appliances & electronics +7.2% Fintech +31.1%. 🔹Flash (informal market fintech) remained a key growth engine. Earnings outlook: 🔹EPS expected +136%146% (to 149.6156c) 🔹HEPS expected +10%20% (to 153.6167.6c) 🔹Normalised HEPS expected +18%28% (to 154.1167.1c) Reflecting recovery at Ackermans Tekkie Town and strong fintech performance. FY24 was weighed down by"
X Link 2025-11-03T06:55Z 3709 followers, 2646 engagements
"SA Inc Today 🔹Banks Nedbank: -XXXX% Investec: -X% ABSA: -XXXX% Capitec: -XXXX% Standard Bank: -XXXX% FirstRand: -X% 🔹Retail Woolworths +1.45% Dis-Chem Pharma -XXXX% Clicks -XXXX% Shoprite -XXXX% Bidvest -XXXX% MTN -XXXX% Pick n Pay -XXXX% Pepkor -XXXX% Mr Price -XXXX% The Foschini Group -2.31%"
X Link 2025-11-07T09:20Z 3709 followers, 9110 engagements
"One ETF not spoken about often is Satrix Shari'ah Top XX $STXSHA that is beating the Top XX and is up +58% this year. R1000 in $STXSHA buys you: Goldfields - R235.8 AngloGold - R157.5 Valterra Platinum - R98.9 MTN Group - R93.5 Anglo American - R75.8 Impala Platinum - R63.2 Harmony Gold Mining - XXXX Northam Platinum - R36.4 Clicks Group - R30.6 Nepi Rockcastle - R30 Other - XXXXX I didn't really know what the fund was so here is a short breakdown: Satrix Shariah Top XX Index ETF is an investment instrument created to comply with Islamic ethical investing it gives investors diversified"
X Link 2025-11-10T05:52Z 3759 followers, 1861 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 3740 followers, 2726 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%"
X Link 2025-11-13T11:19Z 3725 followers, 2664 engagements
"NINETY ONE PLC Interim results for the six months ended XX September 2025 Highlights 🔹 AUM up XX% YoY to 152.1bn 🔹 Net inflows: 4.3bn (incl. 1.9bn from Sanlam UK take-on in June) 🔹 Adjusted operating profit +12% to 98.8m 🔹 Operating margin improved to XXXX% 🔹 Adjusted EPS +15% to 8.4p 🔹 Dividend per share +11% to 6.0p 🔹 Strong competitive long-term investment performance 🔹 Ongoing investment into the core business + new growth initiatives 🔹 Sanlam partnership performing well 🔹 Staff shareholding increased to 32.7%"
X Link 2025-11-17T10:02Z 3715 followers, XXX 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 X years Satrix Property ETF $STXPRO Top XX Holdings: 🔹 Fortress Real Estate Inv B - XXXXX% 🔹 Growthpoint Properties Ltd - XXXXX% 🔹 Nepi Rockcastle N.V. - XXXXX% 🔹 Redefine Properties Ltd - XXXXX% 🔹 Vukile Property Fund Ltd - XXXX% 🔹 Resilient Property Income Fund Ltd - XXXX% 🔹 Hyprop Investments Ltd - XXXX% 🔹 Equites Property Fund Ltd - XXXX% 🔹 Attacq Ltd - XXXX% 🔹 Sirius Real Estate Ltd - XXXX% The sector has kept up with the Top XX index over"
X Link 2025-11-17T13:22Z 3709 followers, 2809 engagements
"Coronation Fund Managers FY25 Results & Dividend Update (JSE: $CML) Operational performance: 🔹 Revenue: R4.29bn +10% YoY 🔹 Fund management EPS (ex-SARS matter): 452.2c +12% 🔹 Dividend per share: 454c XX% (FY24: 566c) Earnings impacted by prior-year SARS reversal: 🔹 FY24 included a once-off tax provision reversal that inflated earnings 🔹 EPS & HEPS: 474.3c XX% YoY 🔹 Fund management EPS: 454c XX% (vs 617.1c) Final dividend declared: 🔹 Final dividend: 254c (FY24: 228c) 🔹 Net (after XX% DWT): 203.2c Key dates 🔹 Last day to trade: X Dec 2025 🔹 Ex-dividend: X Dec 2025 🔹 Record date: 5"
X Link 2025-11-18T06:10Z 3715 followers, XXX engagements
"Sanlam received an updated credit rating from S&P Global Ratings following the recent upgrade of South Africas sovereign rating. S&P has upgraded Sanlams National Scale Credit Rating from A+ to AA+ reflecting the improved creditworthiness of the Sanlams group credit profile following the sovereign upgrade"
X Link 2025-11-19T09:27Z 3724 followers, 6128 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 3741 followers, 1045 engagements
"MR PRICE GROUP LIMITED Interim Results for the XX Weeks ended XX September 2025 (JSE: $MRP) Headline Numbers 🔹 Total revenue: R18.6bn (+5.4%) 🔹 Retail sales: R17.8bn (+5.5%) 🔹 GP margin: XXXX% (+30bps) 🔹 Operating margin: XXXX% (+10bps) 🔹 HEPS: 513.0c (+6.5%) 🔹 Interim dividend: 323.2c (+6.5%) 🔹 Cash resources: R3.0bn debt-free 🔹 Online sales: +9.7% 🔹 Comparable store sales: +2.1% 🔹 Store footprint: X XXX stores (+91 in H1) Segment Performance: Apparel: +5.3% (78.5% of group): 🔹Outperformed market GP margin expansion +R200m market share gained over XX months. 🔹Power Fashion: 14th"
X Link 2025-11-20T06:06Z 3708 followers, XXX engagements
"Here's how SA Inc stocks are performing today after the SARB cut interest rates by XX 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%"
X Link 2025-11-20T14:11Z 3724 followers, 2979 engagements
"PEPKOR HOLDINGS LIMITED Reviewed Annual Results for the year ended XX September 2025 Headline Financials (FY25 Continuing Operations) (vs FY24) 🔹 Revenue: R95.3bn (+12.0%) 🔹 Gross margin: XXXX% (+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: XX% 🔹 Dividend: 53c (+9.2%) 🔹 NAV per share: X 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 3707 followers, 1701 engagements
"SA Inc Strong Today Tiger Brands +6% (Gains following earnings release) Mr Price +2.15% Clicks +2% Pepkor +1.90% Shoprite +1.85% FirstRand +1.80% Bidvest +1.80% Woolworths +1.80% Standard Bank +1.35% Indexes Resource XX +2.40% JSE All Share +1.30% Financial XX +1% Industrial XX +0.90%"
X Link 2025-11-26T09:11Z 3755 followers, XXX engagements
"TSOGO SUN LIMITED Unaudited condensed consolidated interim financial results Financial Performance (H1 2026) 🔹 Income: R5.56bn (down -1%) 🔹 Operating costs: R3.9bn (flat) 🔹 Adjusted EBITDA: R1.72bn (down -3%) 🔹 Headline earnings: R769m (up 1%) 🔹 EPS: 64.9c (down -7%) 🔹 HEPS: 73.9c (up 1%) Dividend - Interim dividend: 15c per share (down 50%) - Net dividend after tax: 12c - Payment date: XX December 2025 Debt & Balance Sheet Net interest-bearing debt + guarantees: R6.8bn: - Down from R7.19bn in March 2025 - R386m reduction in the period"
X Link 2025-11-27T06:09Z 3708 followers, XXX engagements
"Purple Group Valuation (JSE: $PPE) Price target: 🎯R1.81 per share Simply: The valuation below basically means the stock is slightly over-valued with -XX% downside. For the overachievers: The growth rates used in the model below (for the PV of FCF) was achieved by forecasting active clients and ARPU to forecast revenue and net income. I currently don't see net profit margin expanding from XX% currently into the 20's in the next X years however i do initially see some margin expansion closer to XX% as the cost to serve active clients improves. WACC was calculated as XXXX% which is very close"
X Link 2025-11-27T09:04Z 3750 followers, 5042 engagements
"In the ETF Guide for South Africans the commodities section clearly shows the different ETF's available under each commodity. for example you can compare the total expense ratio for $ETFPT and $NGPLT"
X Link 2025-11-27T10:31Z 3729 followers, XXX engagements
"Year To Date Returns of Every Top XX Company 2025 X. Prosus +45% X. BHP Group +0.76% X. British American Tobacco +58% X. Richemont +27% X. Anheuser-Busch Inbev +13% X. Glencore -XXXX% X. Naspers +32% X. Anglo American PLC +18.5% X. AngloGold Ashanti +219% XX. Gold Fields +172% XX. FirstRand +6.61% XX. Capitec Bank +25% XX. Standard Bank +18.51% XX. MTN Group +73% XX. Valterra Platinum +100% XX. Vodacom +33% XX. Harmony Gold +107% XX. Sanlam +5.70% XX. ABSA +10.60% XX. Impala Platinum +121.5% XX. Shoprite -XXXX% XX. South32 -XX% XX. Discovery +12.50% XX. Sibanye Stillwater +242% XX. Bid Corp"
X Link 2025-11-28T10:27Z 3732 followers, 3117 engagements
"PGMs Today Platinum +5% Palladium +2.50% Northam Platinum +7.20% Impala Platinum +6.60% Sibanye Stillwater +6.05% Valterra Platinum +5.62%"
X Link 2025-11-28T16:23Z 3740 followers, XXX engagements
"Top X Highest Returns from JSE Top XX Companies in 2025: X Sibanye Stillwater +242% X AngloGold Ashanti +219% X Northam Platinum +197% X Goldfields +172% X Impala Platinum +122%"
X Link 2025-11-29T08:35Z 3740 followers, XXX engagements
"@against_biased I wasnt comparing performance I was pointing out the fact that Capitec hasnt surpassed FirstRand in market cap even though Capitec has returned over XXX XXX% since inception 👍"
X Link 2025-11-29T20:04Z 3759 followers, XX engagements
"@Schallabear I wasnt looking at any KPIs or valuation I was simply stating its amazing that Capitec hasnt surpassed FirstRand in market cap even tho it has returned over XXX XXX% since inception"
X Link 2025-11-30T11:04Z 3759 followers, XX engagements
"(JSE: $NTU) Nutun (formerly Transaction Capital) has completed its two-year restructuring exiting all legacy assets simplifying its structure and repositioning itself as a focused NPL (non-performing loans) collections and BPO (business process outsourcing) group. The business is now made up of: 🔹Nutun South Africa NPL portfolio acquisitions & collections (principal + agency) 🔹Nutun International BPO operations across the UK US & Australia"
X Link 2025-12-01T05:53Z 3750 followers, XXX engagements
"Richemont upgraded to buy at Deutsche Bank and raised its price target to CHF195 The bank views luxury brands as "well positioned for accelerating growth throughout 2026" despite headwinds in other consumer sectors though it does not expect growth to return to pre-pandemic levels in the mid-term"
X Link 2025-12-01T08:02Z 3723 followers, XXX 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"
X Link 2025-12-01T12:01Z 3750 followers, XXX engagements
"SA Miners Today Impala Platinum +3.50% Valterra Platinum +3.40% Gold Fields +2.90% Anglo American +2.60% Harmony Gold Mining +2.50% Sibanye Stillwater +1.90% AngloGold Ashanti +1.50% Northam Platinum +1.30%"
X Link 2025-12-01T12:08Z 3740 followers, XXX engagements
"JSE Dividend Update Boxer Retail Ltd - R0.45 per share 🔹Last trade: X Dec 2025 🔹Pay date: X Dec 2025 Naspers Ltd - R5.08 per share 🔹Last trade: X Dec 2025 🔹Pay date: X Dec 2025 Ninety One PLC - R1.35 per share 🔹Last trade: X Dec 2025 🔹Pay date: XX Dec 2025 Ninety One Limited - R1.35 per share 🔹Last trade: X Dec 2025 🔹Pay date: XX Dec 2025 WeBuyCars Holdings Ltd - R0.30 per share 🔹Last trade: X Dec 2025 🔹Pay date: X Dec 2025 ISA Holdings Ltd - R0.09 per share 🔹Last trade: X Dec 2025 🔹Pay date: X Dec 2025 Coronation Fund Managers Ltd - R2.54 per share 🔹Last trade: X Dec 2025 🔹Pay"
X Link 2025-12-02T06:07Z 3744 followers, 2637 engagements
"With X weeks to go the current leaders as of today are: 🥇Dawnbreaker: Sibanye Stillwater Joint 2nd 🥈Kasi The Ashy: Sasol 🥈Tenet Trading: Sasol 🥈 BeeGinnA: Sasol A lot can change in the next XX days good luck"
X Link 2025-12-02T06:50Z 3760 followers, 1492 engagements
"Impressive the amount of data available even for JSE stocks"
X Link 2025-12-02T12:42Z 3744 followers, XXX engagements
"@kylemotshabi0 I personally would keep holding onto it. Naspers has had an incredible run and is currently pulling back but I think over the coming months/years it will continue performing well. Just be patient with it 👍"
X Link 2025-12-03T11:40Z 3757 followers, XX engagements
"@theoldfartbag @EasyEquities have you received poor customer support from them through their tickets"
X Link 2025-12-03T17:10Z 3738 followers, XX engagements
"Rand below XX to the dollar trading at XXXXX $USDZAR Key U.S PCE Inflation data due later today that will be the next catalyst for the dollar"
X Link 2025-12-05T06:41Z 3706 followers, 1258 engagements
"@charldin1 Hi there Yes the FNB500 pays out a dividend while the STX500 doesnt because it reinvests the dividends directly into the etf"
X Link 2025-12-05T07:00Z 3707 followers, XX engagements
"If your been following me youll know the sector Im most bullish on is cybersecurity and Im glad I got in $RBRK before earnings Up nearly XX% premarket today Other favourite names are $CRWD $CYBR $PANW $NET"
X Link 2025-12-05T13:58Z 3706 followers, XXX engagements
"🔹PCE Inflation cooled 🔹uMich Inflation forecasts were softer than expected 🔹Personal Spending better than expected 🔹uMich Consumer Expectations better than expected Very favourable data for equities"
X Link 2025-12-05T15:09Z 3706 followers, XXX engagements
"@Aya_kwevezi So you positive local equities"
X Link 2025-12-05T15:17Z 3707 followers, XXX engagements
"@DilBradly Yea Honestly since I did that valuation I havn't considered trying to re-rate the stock at all. I think they have to sort out their balance sheet or there must be something really substantial - better names to own as well (Sun International imo)"
X Link 2025-12-05T18:52Z 3706 followers, XXX engagements
"Outsurance Group Financial Year 2025 Results (JSE: $OUT) 🔹Earnings growth: Normalised earnings rose XXXX% to R4.7bn with EPS up 32.8%. 🔹Dividends: Full-year dividend of 237.6c/share (+36.2% YoY) plus a special dividend of 33.1c reflecting strong capital position and asset sales. 🔹Profitability: Return on equity strengthened to XXXX% (from 30.7%). 🔹Operating performance: Gross written premium grew XXXX% to R38.8bn; claims ratio improved to XXXX% from 56.8%. Segment highlights: SA operations: Earnings up 32%. Youi (Australia): Earnings up XX% despite FX drag. Life business: Earnings up 66%."
X Link 2025-09-15T07:58Z 3762 followers, XXX engagements
"Tsogo Sun Limited Valuation (JSE: $TSG) Price Target set at R6.55 which indicates a -X% drop - The share price reflects that the stock is currently around fair value. 🔹Earnings have declined for X straight years now since 2023 and therefore see sustained pressure on growth for 2026 assuming just a X% 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 2027 and slight growth the"
X Link 2025-09-15T08:31Z 3764 followers, 4323 engagements
"(JSE: $TFG) The Foschini Group Trading Update for the six months ended XX September 2025 (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: XXXX% to R29.2 billion ( XXX% excluding White Stuff). 🔹Online sales: XXXX% now XXXX% of total retail sales (vs XXXX% in H1 FY2025). 🔹TFG Africa online sales 40.2%"
X Link 2025-10-21T09:13Z 3759 followers, 13.4K engagements
"Top X buys in EasyEquities ZAR Account for the week Oct XX - Oct XX X Sasol X EasyETF's Global Equity AMETF X Satrix XX ETF X Satrix MSCI World ETF X Naspers"
X Link 2025-10-29T08:56Z 3762 followers, 1192 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 XX $S32"
X Link 2025-11-11T11:42Z 3759 followers, 1208 engagements
"MTN Group Quarterly update for the period ended XX September 2025 (JSE: $MTN) Group Highlights 🔹 Service revenue +22.6% (CC) 🔹 Data revenue +35.4% (CC) 🔹 Fintech revenue +23.1% (CC) Transaction value up XX% to $342B 🔹 EBITDA margin XX% (+6.7pp) 🔹 Subscribers: 301.3M (+5.8%) 🔹 Active data users: 165.8M (+9.1%) AI Partnership 🔹 MTN partners with Microsoft to deploy AI-powered learning tools across Africa from early 2026 🔹 Supports MTNs strategy: connectivity - digital inclusion + skills development Outlook 🔹 Positive momentum expected into Q4 🔹 Nigeria & Ghana remain the key earnings"
X Link 2025-11-17T05:35Z 3764 followers, XXX 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 3759 followers, XXX engagements
"Reunert (JSE: $RLO) is seeing strong demand for circuit breakers in the United States. The stock is up +4% today post earnings and is a stock that i'm positive on at these levels. The stock trades at 9.42x P/E and pays a X% dividend yield. Circuit breakers are critical components to data centers because they protect sensitive IT equipment and infrastructure from electrical faults such as overcurrents and short circuits "The circuit breaker volumes in South Africa decreased slightly year-on-year but were more than offset by a strong export performance. The USA remains a significant market and"
X Link 2025-11-20T14:02Z 3764 followers, XXX engagements
"Analyst Price Targets Notable Ratings: Investec rates Anheuser-Busch InBev a buy with +50% upside target. JPMorgan is overweight Naspers with +37% upside. JPMorgan is overweight Mr Price with +13% upside"
X Link 2025-11-21T06:30Z 3759 followers, XXX engagements
"NASPERS LIMITED Interim results announcement for the six months ended XX September 2025 (JSE: $NPN) Headline Numbers (Continuing Operations) (All growth vs HY25) 🔹 Revenue: US$4.12bn (+20%) 🔹 Operating profit: US$178m (up from US$107m) 🔹 Ecommerce aEBITDA: US$557m (+71%) 🔹 Group aEBITDA: US$433m (+96%) 🔹 Group aEBIT: US$223m (vs US$35m) - major operational improvement 🔹 Free cash flow: US$1.28bn (vs US$854m) 🔹 Core headline earnings: US$1.71bn (+13%) 🔹 CHEPS: 215c (+24% supported by buybacks) Share-Repurchase Programme 🔹 Returned US$41bn to shareholders since June 2022 🔹 Reduced the"
X Link 2025-11-24T07:04Z 3759 followers, XXX engagements
"Ignoring the fact I already own FirstRand in a portfolio If I had to choose one to hold for the next X years today I would choose. Here is my take on both and then we will reach a conclusion: Capitec Story: Capitec has built a digital first mass market low cost banking + payments + fintech ecosystem with the highest number of customers among all other banks with XX million active clients. That makes up around XX% of South Africa's population. Headline Earnings Contributors: - Personal Banking (41%) - Fintech (26%) - Insurance (+26%) - Business Banking (5%) - Avafin (2%) Personal banking"
X Link 2025-11-29T13:23Z 3759 followers, XXX engagements
"Largest banks in the world visual X $JPM JP Morgan X $BAC Bank of America X Agricultural Bank of China"
X Link 2025-12-02T16:16Z 3764 followers, 2153 engagements
"Satrix XX ETF Visualized (JSE: $STX40)"
X Link 2025-12-03T15:47Z 3764 followers, XXX engagements
"Forward P/E Ratios of the XX 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 3764 followers, 1734 engagements
"5 Macroeconomic trends to dominate in 2026 by Capital Economics 1) The economic benefits of AI will continue to build and the market bubble will continue to inflate: 2) China will remain stuck in low growth and deflation 3) The trade war isnt over 4) Central banks will continue to ease but Trump wont get the major cuts he wants 5) Fiscal risks will continue to stalk markets"
X Link 2025-12-06T11:01Z 3763 followers, XXX engagements
"THE SPAR GROUP LIMITED Audited group results for the XX weeks ended XX September 2025 Key Highlights 🔹 European strategic exit completed simplifying the group and improving future earnings clarity 🔹 Net debt down XX% to R5.4bn (FY24: R9.1bn) 🔹 Group revenue +1.6% (+1.8% in constant currency) 🔹 Gross profit +3.3% with margin up to XXXX% (+20 bps) 🔹 SA operating profit +6.8% (ex-extraordinary items) 🔹 BWG (Ireland) sustained X% operating margin despite tough consumer conditions 🔹 Cash generated from operations +13.3% to R5.45bn 🔹 Clear pathway to reinstating shareholder returns in the"
X Link 2025-12-08T05:30Z 3767 followers, XXX 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 XX% and maximum expected loss a portfolio could incur over a specific period (in this case one year) at XX% confidence"
X Link 2025-12-04T14:09Z 3767 followers, 2434 engagements
"Optasia (JSE; $OPA) was one of the X names listed in Anchor Capitals stock picks for 2026 I did some simple modelling on their P/E ratio using Anchor Capitals net income forecasts. They currently trade on a 2027 forward multiple of 14.63x. If the stock rises as shown by XX% to R29.4 the 2027 forward P/E is around 22x which in my opinion is not expensive for a high-growth fintech business. That said it does seem like it's fairly valued to peers as I used a similar company based in Egypt called FAWRY which is trading at a P/E ratio 22x vs Optasia current P/E 24x although their business models"
X Link 2025-12-08T14:49Z 3767 followers, 5470 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"
X Link 2025-10-28T15:05Z 3765 followers, 45.3K engagements
"Woolworths Holdings XX Week Trading Update (JSE: $WHL) Highlights 🔹 Group turnover: +6.2% YoY (+6.8% constant currency) 🔹 Share buyback: 6.9m shares repurchased @ avg R51.22 Woolworths SA: +7.4% 🔹Food: +7.7% (+6.0% like-for-like) Price inflation XXX% Online = XXX% of sales Dash +24.2% 🔹Fashion Beauty & Home: +6.2% (+6.6% like-for-like) Beauty +9.6% Home +13.8% Online = XXX% 🔹Financial Services: Book -XXX% YoY (excl. sale +1.5%) Impairments XXX% (still sector-leading) Country Road Group: +3.3% (+3.9% like-for-like) Most brands trading ahead of last year"
X Link 2025-11-12T05:17Z 3765 followers, 2732 engagements
"Additional Info Nigeria (standout performer) 🔹 Service revenue +57.1% (CC) 🔹 Returned to positive retained earnings & net equity 🔹 Resumed dividends (N5/share) 🔹 Data revenue +72.7% traffic +36% 🔹 Fintech revenue +72.3% 🔹 EBITDA margin XXXX% (+15pp) - FX stability + lower tower lease costs 🔹 Notable improvements in FX liquidity and inflation Ghana 🔹 Strong quarter with service revenue +35.9% (CC) 🔹 Cedi strengthened YoY vs USD South Africa 🔹 Service revenue +2% 🔹 Data +5% Traffic +25% 🔹 Prepaid -XXX% (still under pressure) 🔹 Postpaid +4% supported by FWA/Home 🔹 EBITDA -4.8%"
X Link 2025-11-17T05:37Z 3764 followers, XXX 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 XXX% 🔹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"
X Link 2025-11-29T11:13Z 3764 followers, 7409 engagements
"What level will you be buying/accumulating more Purple Group (JSE: $PPE) at Share currently trading around R2/share"
X Link 2025-12-02T08:55Z 3763 followers, 1507 engagements
"Average Analysts Price Targets for some Popular JSE Stocks Shoprite: 🎯R323 per share (+20%) Naspers: 🎯 R1600 per share (+48%) Richemont: 🎯R3778 per share (+2.1%) Anglo American: 🎯694 per share (+7%) Capitec: 🎯R4430 per share (+8.77%) Sasol: 🎯R170 per share (+55%) per interactive brokers"
X Link 2025-12-02T11:15Z 3764 followers, 9474 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 XX% over the last year Naspers is only up XX% creating a massive divergence. This results in Naspers currently sitting at a very high XX% discount to its net asset value (NAV) which is predominantly made up of its Tencent holdings"
X Link 2025-12-03T17:07Z 3764 followers, 1409 engagements
"For anyone not paying attention if youve been waiting to buy $NPN Naspers - heres a reminder Six months of gains erased stock is -XX% from its highs and the stock is trading at a discount to underlying value"
X Link 2025-12-04T08:45Z 3766 followers, 1709 engagements
"Which portfolio would you rather own for the next X 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"
X Link 2025-12-05T05:20Z 3766 followers, 22.5K 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"
X Link 2025-12-05T13:43Z 3764 followers, 1183 engagements
"Forward P/E Ratios & Dividend Yield of the "Big Five" Banks (PE Dividend Yield) - FirstRand: 9.6x XXX% - Capitec: 24.5x XXX% - Standard Bank: 8x X% - Absa Bank: 6.1x XXX% - Nedbank: 6.9x XXX% Who you picking"
X Link 2025-12-06T06:31Z 3763 followers, 1679 engagements
"Would this be beneficial to you Please take a minute and let me know I show examples of X different portfolios randomly made up: 1) JSE Stocks and ETFs 2) Tech-heavy global equities 3) Low Volatility low risk portfolio to show you how you can use this tool to analyse different portfolios with different weights. Below is a guide as to what the output means: X. Expected Annual Return - Mean expected portfolio return over one year annualised from weekly returns. X. Annualized Volatility - Standard deviation of yearly portfolio returns measuring total risk. X. Probability of Loss - The"
X Link 2025-12-06T18:08Z 3767 followers, XXX 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 3767 followers, 5622 engagements
"ABSA jumps +4.50% today as investors are positive on the trading update (JSE: $ABG)"
X Link 2025-12-08T08:46Z 3765 followers, XXX engagements
"$NEE NextEra Energy and $META Meta Platforms reached XXX GW of clean energy contracts through XX power purchase agreements and two energy storage agreements $NEE rises +2.5% premarket"
X Link 2025-12-08T12:40Z 3767 followers, XXX engagements
"Capitec continues its innovative strategy into digitalisation (JSE: $CPI) Capitec Bank has signed a binding deal to acquire XXX% 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 3767 followers, XXX engagements
/creator/x::StockWaveNews