Good morning, let’s get into it!
CEO & Executive Director recently bought P204k worth of stock |
On the 20th of May, Ramachandran Ottapathu bought around 136k shares on-market at roughly P1.50 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. |
This was the largest purchase by an insider in the last 3 months.
Ramachandran has been a buyer over the last 12 months, purchasing a net total of P15m worth of shares.
The Botswana Stock Exchange (BSE) continues to showcase an intriguing mix of resilience and volatility across its domestic equity board. Driven by shifts in retail performance, consumer demand, banking sector health, and a struggling macro-environment for microfinance and energy, corporate valuations have seen massive swings over the past 12 months.
Below is an overview of the BSE companies compiled from recent performance tracking, ranked directly from the highest annual gainers down to those facing severe corrections.
The Annual Performance Leaderboard
1. Choppies Enterprises (CHOP-EQO)
Last Price: P1.50
1Y Return: +172.7%
7D Return: 0%
Market Outlook: Choppies remains the standout story of the year, leading the BSE by an enormous margin with a triple-digit recovery. Investors heavily backed the regional grocery giant as it cleaned up its balance sheet and capitalized on aggressive discount-model positioning to capture cash-strapped consumers, despite recent strains on internal profit margins.
2. Botswana Telecommunications Corp (BTCL-EQO)
Last Price: P1.46
1Y Return: +37.7%
7D Return: 0%
Market Outlook: BTCL has ridden a wave of technology transformation, accelerated enterprise digital solutions, and high-yielding dividend payouts, securing an impressive second-place spot on the yearly leaderboard.
3. CA Sales Holdings (CAS-EQO)
Last Price: P14.15
1Y Return: +17.7%
7D Return: 0%
Market Outlook: Strong FMCG logistics, route-to-market execution across Southern Africa, and resilient supply chains have kept CA Sales steady and attractive to institutional investors.
4. Sechaba Brewery Holdings (SECH-EQO)
Last Price: P39.00
1Y Return: +12.1%
7D Return: 0%
Market Outlook: Stable local consumer demand for beverages ensures consistent cash flows, locking in a healthy double-digit gain over the last 12 months.
5. First National Bank of Botswana (FNBB-EQO)
Last Price: P5.70
1Y Return: +9.6%
7D Return: 0%
Market Outlook: As one of the largest market cap companies on the board, FNBB’s solid credit books and digital banking growth keep it the cornerstone of domestic banking gains.
6. Absa Bank Botswana (ABBL-EQO)
Last Price: P7.65
1Y Return: +7.4%
7D Return: 0%
7. Sefalana Holding (SEF-EQO)
Last Price: P16.00
1Y Return: +6.7%
7D Return: 0%
8. Chobe Holdings (CHOB-EQO)
Last Price: P18.65
1Y Return: +6.4%
7D Return: +0.5% (Weekly Gainer)
9. RDC Properties (RDCP-EQO)
Last Price: P2.55
1Y Return: +6.3%
7D Return: 0%
10. Olympia Capital (OCCL-EQO)
Last Price: P0.28
1Y Return: +3.7%
7D Return: 0%
11. Letlole La Rona (LLR-EQU)
Last Price: P3.05
1Y Return: +3.4%
7D Return: 0%
12. Botswana Insurance Holdings (BIHL-EQO)
Last Price: P23.75
1Y Return: +3.3%
7D Return: +1.0% (Weekly Gainer)
13. Primetime Property Holdings (PTPH-EQU)
Last Price: P1.65
1Y Return: +2.5%
7D Return: 0%
14. Standard Chartered Bank (SCBB-EQO)
Last Price: P8.76
1Y Return: +1.3%
7D Return: 0%
15. New African Properties (NAP-EQU)
Last Price: P4.06
1Y Return: +1.0%
7D Return: 0%
The Unchanged Flatliners (0% 1Y Return)
Several counters have experienced stagnant trading volumes or localized operational headwinds, leading to a completely flat net return over the past year:
Far Property Company (FPC-EQU): P1.80 (0% 1Y, 0% 7D)
Shumba Energy (SHUM-EQO): P0.90 (0% 1Y, 0% 7D)
Minergy (MIN-EQO): P0.40 (0% 1Y, 0% 7D)
Engen Botswana (ENG-EQO): P14.25 (0% 1Y, 0% 7D)
Access Bank Botswana (ACC-EQO): P2.04 (0% 1Y, 0% 7D)
Seed Co International (SEED-EQO): P3.50 (0% 1Y, 0% 7D)
Deepest Declines (The Negative Performers)
Market adjustments have taken a toll on property holding firms, security networks, and micro-lending operations struggling under shifting consumer debt metrics.
16. Cresta Marakanelo (CRE-EQO)
Last Price: P1.17
1Y Return: -8.6%
17. Turnstar Holdings (TURN-EQU)
Last Price: P2.06
1Y Return: -8.8%
18. G4S Botswana (G4S-EQO)
Last Price: P0.91
1Y Return: -9.0%
19. Letshego Africa Holdings (LETS-EQO)
Last Price: P0.85
1Y Return: -19.0%
Market Outlook: Letshego sits at the bottom of the 1-year chart, hit heavily by rising defaults in regional markets, high funding costs, and restructuring strains that have severely depressed investor sentiment.
Short-Term Spark: The Weekly Movers
While the broader market stood overwhelmingly still over the past 7 days (mostly reporting 0% shifts), two notable stocks broke the quiet spell to capture short-term positive momentum:
Company | Last Price | 7D Return | 1Y Return |
Botswana Insurance Holdings (BIHL) | P23.75 | +1.0% | +3.3% |
Chobe Holdings (CHOB) | P18.65 | +0.5% | +6.4% |
Analyst Note: The marginal tick-up in BIHL points toward reliable, defensive buying in the local insurance asset segment, while luxury safari operator Chobe Holdings continues to reap incremental rewards from resilient high-end tourism activity.
Source: simplywallst
