Reunert, an industrial manufacturing company, has a rich history dating back to its establishment in 1888. It specializes in producing a wide range of products, including power and telecommunications cables, low-voltage cables, circuit breakers, renewable energy products, office automation, and high-precision electronic products for defense.
Sandile Magagula
Transaction Capital is a South African holding company that invests in and operates high-potential businesses in markets with historically low levels of client service and trust.
The latest statistics indicate that Transnet’s tonnage has declined by 29% since 2010, reaching a record low of 45 million tonnes in Q1 of this year compared to a high of 73 million tonnes in 2018. The main reasons for this decline are inefficient management and a lack of investments in Transnet’s ability to service the country’s production growth.
Barloworld Limited is a global industrial company founded in 1902 with operations in 16 countries. At the Group’s helm is CEO, Dominic Sewele who is hailed for giving the group’s operations its refreshed shape, following the successful sale of low margin businesses like Iberia, as well as the motor retail and logistics businesses.
Established in 1910, Grindrod Limited (GND) is a provider of tailor-made freight solutions to customers across the SADAC region through its two divisions: ports and terminal as well as logistics.
Attacq (ATT) presents an excellent opportunity to invest in the SA REIT sector given the sector leading discount of 60% to NAV as well as the counter’s excellent solvency and liquidity position.
The ongoing reconfiguration of the coal supply chain owing to constrained supply as European countries have banned the use of Russian imported coal has driven distribution costs higher and elevated coal prices to often unprecedented levels between 2020 and 2022.
Karooooo (KRO) is a software company which operates through its subsidiary Cartrack. Cartrack was founded in Johannesburg and now its parent company, Karooooo, is headquartered in Singapore which has listings in both the Nasdaq and the Johannesburg Stock Exchange.