Good morning, let’s get into it!
Welcome to this week’s investment briefing. As we analyze the latest performance data from the Botswana Stock Exchange, we see a market defined by massive recovery stories and strategic surges in the telecommunications and retail sectors.
Yearly Returns: The Heavy Hitters
The past year has been a period of dramatic revaluation for several major players. Leading the pack is Choppies, which saw an astronomical rise as it restructured and recovered market confidence, while G4S continues to face a challenging contraction.
Company | Yearly Return (1Y) | Status |
Choppies Enterprises (CHOP-EQO) | +245.5% | High Flyer |
BTCL (BTCL-EQO) | +37.7% | Steady Growth |
Absa Bank Botswana (ABBL-EQO) | +13.9% | Market Outperformer |
BBS Bank (BBS) | +7.0% | In Recovery |
G4S Botswana (G4S-EQO) | -62.9% | Underperforming |
This Week’s Momentum: Why They Gained
While the yearly view shows long-term trends, the weekly window highlights immediate investor sentiment. Two companies stood out this week for their positive movement.
1. BTCL-EQO (Botswana Telecommunications Corp)
Weekly Gain: +8.1%
The Driver: BTCL’s surge is underpinned by a "Digital Momentum" strategy. Recent reports highlight a 57% jump in profit after tax and a robust dividend yield of over 10%. Investors are responding to the company's aggressive expansion into fiber and 4G modernization, which has successfully tapped into the rising demand for data services across Botswana.
2. ABBL-EQO (Absa Bank Botswana)
Weekly Gain: +1.2%
The Driver: Absa’s steady climb is fueled by high-quality earnings and expanding profit margins (now at 34.4%). As a "safe haven" play with high Return on Equity (23.2%), it remains a favorite for institutional investors looking for stability amidst broader market volatility.
Note on Choppies: Despite its massive yearly gain, Choppies saw a significant 47% plunge in early January 2026, serving as a reminder that extreme yearly returns often come with high volatility.
Source: simpluwallst
