BSE biggest movers

Good morning! Let’s get into it

1. Choppies Enterprises Limited (Ticker: CHOP/CHOP-EQO)

1-year return: ~ +36.5 % (for the share on BSE) Simply Wall St+2AfricanFinancials+2
Weekly return: modest/flat (the data show minimal weekly move) Simply Wall St+1
Why the strong performance?

• Choppies is a retail supermarket chain across Botswana and neighbouring countries. It reported that for the year ended 30 June 2025, revenue rose from ~BWP 8 001 m to ~BWP 9 173 m. AfricanFinancials

• The strong one-year return likely reflects investor confidence in its recovery or growth in consumer retail, perhaps aided by regionwide trading improvements.

• But note: profitability remains thin (net margin ~1–2 %) and the business has substantial retail exposure, meaning it's sensitive to consumer demand and cost pressures. Simply Wall St+1
  Take-away: For your content creators or investor audiences, Choppies is a standout “over-1-year” performer among BSE stocks — worth profiling as a growth-story (with caveats on margin/risks).

2. First National Bank of Botswana Limited (Ticker: FNBB-EQO)

1-year return: ~ +9.4 % (as listed) from your screenshot.
Weekly return: 0 % in your screen capture (i.e., no weekly change shown).
Why moderate performance?

• FNB Botswana remains Botswana’s largest commercial bank by balance sheet and client numbers. AfricanFinancials+1

• For the year ended June 30 2025 it reported: profit after tax ~BWP 1.443 billion, up ~4 % from prior year; return on equity ~33.5 % and cost-to-income improved to 47.5%. AfricanFinancials

• However, banking stocks in Botswana may be subject to macro headwinds (interest rate pressures, credit growth slowdowns), meaning growth is steady but not explosive.
  Take-away: A solid performer but more “steady growth” than dramatic upside. In your content, you could highlight it as the “safe” pick among BSE banking names.

3. Absa Bank Botswana Limited (Ticker: ABBL-EQO)

1-year return: ~ +9.6 % (per your screenshot)
Weekly return: 0 % (screen shows 0%)
Why that level?

• Absa Botswana is another prominent banking institution listed on the BSE.

• The return is similar to FNB’s; the modest 1-year return suggests banking sector risks or investor caution, even if the company is performing.
  Take-away: You might group this as part of the “banking sector moderate” cluster, contrasting with the more speculative retail (Choppies) and more conservative (FNB) picks.

4. Botswana Insurance Holdings Limited (BIHL-EQO)

1-year return: ~ +7.8 % (per screenshot)
Weekly return: 0 %
Why lower than banks/retail?

• BIHL combines insurance and related financial services; such firms often see steadier but less dramatic returns.

• The ~+7.8 % suggests investor expectations are modest — perhaps due to margin pressure in insurance, regulatory risk, or slower growth.
  Take-away: For the article you could position BIHL as part of the “financial services but lower-growth” group.

5. Engen Botswana Limited (ENG-EQO)

1-year return: ~ +6.0 % (per screenshot)
Weekly return: 0 %
Why this level?

• Engen Botswana is in the fuel/energy downstream sector (fuel distribution, etc). Such sectors face cyclical risks: commodity price changes, regulatory changes, and foreign exchange pressures.

• A +6 % return is modest, likely reflecting these sector risks plus perhaps slower volume growth.
  Take-away: Could be described as a “defensive/commodity-adjacent” play with limited upside compared to high-growth retail.

6. New African Properties Limited (NAP-EQU)

1-year return: ~ +1.5 % (per screenshot)
Weekly return: 0 %
Why low return?

• NAP is in the real estate/property sector. Real-estate listed companies in Botswana may face limited appreciation due to capital market sentiment, interest-rate pressures, and less investor enthusiasm.

• The +1.5 % suggests very modest capital growth. Investors may be holding for dividends rather than share-price growth.
  Take-away: In your newsletter you could mention this as the “laggard among this group” — limited growth, but perhaps steady income-oriented.

7. Sefalana Holding Company Limited (SEF-EQO)

1-year return: ~ +11.1 % (screenshot)
Weekly return: 0 %
Why this is interesting?

• Sefalana is a consumer‐goods/retail/wholesale business in Botswana. The +11.1 % return places it in the mid-tier of this group.

• This suggests that retail/consumer names are getting somewhat higher returns compared to real-estate or commodity based names.
  Take-away: You can use Sefalana as an example of a consumer retail player that is outperforming the “slow growth” stocks but not matching the standout Choppies.

8. Standard Chartered Bank Botswana Limited (SCBB-EQO)

1-year return: ~ +24.1 % (screenshot)
Weekly return: 0 %
Why this is actually the best performer in your list?

• Yes — Standard Chartered Botswana shows a +24.1 % 1-year return, which is higher than Choppies’ +36 %? Wait: check that — actually Choppies was +36.5 %, which beats +24.1 %. My mistake: so Choppies remains the best. SCBB is second in this list.

• The banking sector player showing +24.1 % suggests improved investor perception of this particular bank — possibly improved profitability, strong regional operations, better foreign currency positioning or growth potential compared to domestic-only banks.
  Take-away: In your newsletter you can highlight SCBB as the “banking standout” — as opposed to domestic-only banks which showed only ~+9–10 %.

9. CA Sales Holdings Limited (CAS-EQO)

1-year return: ~ +22.0 % (screenshot)
Weekly return: 0 %
Why this is interesting

• CA Sales is in the consumer goods/manufacturing/distribution sector (something like beverages) in Botswana. A +22 % return suggests a strong performance over the year.

• The company may have benefited from strong domestic demand, effective distribution, or cost efficiencies.
  Take-away: You can include this as the other high-performer beyond retail and banking — representing manufacturing/distribution that captured strong growth.

Summary Table

Key themes & messaging for content

• Retail and consumer-goods names (Choppies, CA Sales, Sefalana) appear to be capturing stronger growth — likely reflecting demand, distribution strength, or re-entry of investor interest in consumer sectors.

• Within banking, the domestic banks (FNB, Absa) showed modest (~9–10 %) returns. But Standard Chartered Botswana (with perhaps stronger ties or operations) delivered a significantly higher return (+24.1 %).

• Sectors such as insurance (BIHL), fuel/energy (Engen), and real-estate (NAP) lagged the group — indicating perhaps investor caution, or structural headwinds (costs, regulation, interest rates).

• The fact that weekly returns across most of these companies show “0%” means that the recent short-term movement may have been flat. Therefore, the story for your newsletter is more about annual performance rather than week-by-week momentum.

Suggestions for visuals/content angles

• A “top performer board” for the year: highlight Choppies first, SCBB second, CA Sales third.

• A “mid-tier vs laggards” chart: shows how NAP and Engen underperformed.

• A sector-split infographic: consumer retail vs banking vs property vs fuel vs insurance.

• A “what drove it” call-out box for each major company: e.g., for Choppies mention revenue growth and margin pressures; for FNB Botswana mention digital adoption, cost-income improvement; for Standard Chartered Botswana highlight stronger return.

• For your TikTok/Reels/Shorts: you could do a rapid “3 stocks you should know on the Botswana exchange — winner, banker, slow mover”.

Closing
In Botswana’s listed market, the standout for the year among this group is Choppies Enterprises, with a one-year return of about +36.5%. That’s followed by Standard Chartered Botswana (+24.1%) and CA Sales (+22%). Meanwhile, the real-estate/property name (New African Properties) delivered the lowest return (~+1.5%) among this selection. Although the weekly returns appear static (0% reported), the annual story provides rich content for investor-readers interested in Botswana equities.

Source: simplywallst