BSE biggest movers

Good morning 😃 let’s get into it!

The Botswana Stock Exchange has seen some interesting movements across listed companies. Below is a breakdown of yearly gainers from the strongest to the weakest, alongside short-term 7-day performers.

Top Yearly Gainers

1. CA Sales Holdings (CAS-EQO) — +106.6%

CA Sales continues to shine as the best-performing stock over the year, more than doubling its value. The company’s strong footprint in FMCG distribution and retail solutions across Southern Africa has boosted investor confidence and returns.

2. BBS Bank (BBS-EQO) — +40.0%

BBS has shown resilience in turning itself around as it transitions into a fully-fledged commercial bank. Its 40% yearly jump reflects renewed investor optimism in the financial sector.

3. Choppies Enterprises (CHOP-EQO) — +34.6%

Choppies, Botswana’s largest retail chain, has staged a comeback after past governance challenges. Improved earnings and stronger regional performance have lifted investor sentiment.

4. Sefalana Holding (SEF-EQO) — +25.5%

Sefalana continues its steady growth path, benefiting from strong retail sales and expansion in regional markets. Its diversification strategy has positioned it as a reliable performer.

5. Standard Chartered Bank Botswana (SCBB-EQO) — +24.1%

SCBB has shown strong recovery with double-digit growth. Rising interest income and cost discipline are driving confidence in the bank’s operations.

6. Sechaba Brewery Holdings (SECH-EQO) — +15.6%

Sechaba, backed by its Coca-Cola and beer distribution ties, saw steady growth. Consumer demand recovery and brand strength continue to keep it attractive to investors.

7. Absa Bank Botswana (ABBL-EQO) — +13.9%

Absa recorded solid yearly gains, driven by digital banking uptake and consistent profitability. The bank remains one of Botswana’s most stable financial institutions.

8. Botswana Insurance Holdings Limited (BIHL-EQO) — +12.7%

BIHL’s diversified financial services, particularly in life insurance and asset management, underpinned its performance this year.

9. Botswana Telecommunications Corporation (BTCL-EQO) — +12.6%

BTCL benefitted from rising demand for internet and data services, though competition in the telecoms space remains a key challenge.

10. Chobe Holdings (CHOB-EQO) — +6.3%

Tourism recovery boosted Chobe Holdings, though gains remain moderate compared to other sectors.

11. Letlole La Rona (LLR-EQO) — +6.6%

As a listed property company, LLR benefitted from stable rental income streams and improved real estate occupancy rates.

12. Engen Botswana (ENG-EQO) — +6.1%

Engen posted modest growth thanks to strong fuel sales despite global oil price volatility.

13. First National Bank Botswana (FNBB-EQO) — +8.1%

FNBB recorded a stable climb, reflecting strong profitability and an expanding digital customer base.

14. New African Properties (NAP-EQO) — +4.1%

NAP’s steady rental income continues to drive performance, though growth has slowed compared to other real estate peers.

15. Primetime Property Holdings (PTPH-EQO) — +0.6%

PTPH posted slight growth, reflecting a cautious recovery in the property market.

16. Seed Co International (SEED-EQO) — 0%

Seed Co remained flat over the year, reflecting agricultural sector volatility and seasonal earnings swings.

17. Turnstar Holdings (TURN-EQO) — +16.5%

Turnstar saw mid-level growth as its property investments showed resilience, especially in commercial real estate.

18. Far Property (FPC-EQO) — 0%

FPC’s performance remained flat, though its long-term property portfolio provides stability.

19. Letshego Africa Holdings (LETS-EQO) — -8.7%

Letshego was the worst performer, with its share price dropping. Rising impairments and regional credit risks weighed heavily on investor sentiment.

7-Day Mover

• Absa Bank Botswana (ABBL-EQO) — up 0.7%

• CA Sales Holdings (CAS-EQO) — up 0.4%

• Most other counters remained unchanged during the week.

The past year has been a strong one for consumer-driven companies (CA Sales, Choppies, Sefalana) and financial institutions (BBS, SCBB, Absa). Meanwhile, Letshego struggled under regional headwinds. Looking ahead, investors will keep a close eye on whether retail momentum continues and if property counters can sustain stability in a high-interest rate environment.

Source: simplywallst

I am taking a break this week, and I’ll be back by Friday, so there won’t be new articles.