Good morning, let’s get into it!
The retail and telecommunications sectors remain the focal points for investors, with some legacy players showing remarkable resilience over the last 12 months.
Below is a breakdown of company performance, ranked from the highest yearly gains to the most modest.
Top Annual Performers
Leading the pack is Choppies Enterprises, which has delivered a staggering triple-digit return over the past year, significantly outperforming the broader market.
Company Ticker | Name | Last Price | 1Y Return |
CHOP-EQO | Choppies Enterprises | P1.50 | 177.8% |
BTCL-EQO | Botswana Telecommunications | P1.46 | 37.7% |
CAS-EQO | CA Sales Holdings | P14.15 | 17.9% |
SECH-EQO | Sechaba Brewery Holdings | P39.00 | 12.1% |
FNBB-EQO | First National Bank of Botswana | P5.66 | 9.9% |
BBS-EQO | BBS Bank | P0.70 | 7.7% |
ABBL-EQO | Absa Bank Botswana | P7.64 | 7.5% |
SEF-EQO | Sefalana Holding | P16.00 | 6.7% |
RDCP-EQU | RDC Properties | P2.55 | 6.3% |
CHOB-EQO | Chobe Holdings | P18.50 | 5.7% |
SCBB-EQO | Standard Chartered Bank | P8.76 | 5.3% |
BIHL-EQO | Botswana Insurance Holdings | P23.50 | 4.1% |
OCCL-EQO | Olympia Capital | P0.28 | 3.7% |
LLR-EQU | Letlole La Rona | P3.05 | 3.4% |
PTPH-EQU | Primetime Property Holdings | P1.65 | 2.5% |
NAP-EQU | New African Properties | P4.05 | 1.0% |
Weekly Activity & Momentum
While the yearly returns paint a long-term picture, the past seven days have been characterized by relative stability across the board. Most major counters maintained a 0% weekly change, indicating a period of price consolidation as the market digests recent earnings reports and macroeconomic data.
Key Observations:
BTCL-EQO continues to be a favorite for local investors, maintaining its strong price point at P1.46 following its significant 37.7% climb over the year.
Financials remain a bedrock of the DCI (Domestic Company Index), with FNBB, Absa, and Standard Chartered all posting healthy 5%–10% gains annually.
The Laggards: On the opposite end of the spectrum, companies like Letshego Africa Holdings (-19.0%) and G4S Botswana (-9.0%) have faced a challenging year, though they remained flat over the last week, suggesting a possible floor in their current valuations.
Source: simplywallst
