BSE biggest movers

Good afternoon!

Today is the 1 of December 2025. We’ve come this far. Thank you for enduring a whole year of reading my articles every single week. This means something to me! Thank God for the opportunity for me to write for you 5 times a week. On my side, it has been quite a roller coaster ride as I encountered tricky challenges to actually be this consistent, but I managed to pull it off and see the results I desired. Not exactly where I want to be in terms of audience, but I won’t hide the fact that I’m happy to have seen an exponential growth of this subscription base, but like I always say, let’s get into it!

The Botswana Stock Exchange is seeing some massive movement. While some sectors are holding steady, retail and banking are currently sprinting. We’ve crunched the numbers from the latest trading data to show you exactly who is delivering value to shareholders.

Here are the top performers, ranked by their Yearly Return (1Y), followed by the movers of the week.

The Yearly Heavyweights (Top 1Y Returns)

These companies have won the marathon over the last 12 months.

1. Choppies Enterprises (CHOP-EQO)

• Yearly Return: +76.9% 

• The Catalyst: Choppies is undoubtedly the comeback story of the year. After a period of restructuring, their aggressive strategy to exit loss-making markets and focus on core profitability in Botswana, Zambia, and Namibia is paying off.

• Why it’s up: Recent financial reports indicate a 19% jump in Headline Earnings Per Share (HEPS) and strong retail sales growth (+14.7%). Investors are rewarding the retailer for stabilizing its balance sheet and opening 30 new stores.

2. BBS Bank (BBS-EQO)

• Yearly Return: +40.0%

• The Catalyst: The transition from a building society to a full-fledged commercial bank is fueling investor confidence.

• Why it’s up: The bank has reported strong asset growth (up 8%) and a massive surge in unsecured lending (+70%). As they continue to expand their deposit base and modernize their banking platforms, the market is pricing in future growth potential.

3. Standard Chartered Bank (SCBB-EQO)

• Yearly Return: +24.1%

• The Catalyst: Consistency and dividends. Stanchart remains a favorite for income-focused investors.

• Why it’s up: The banking sector globally has benefited from higher interest rate environments. Locally, Standard Chartered’s strong dividend history (yields often topping 10%) and solid commodities outlook make it a "safe harbor" stock that is aggressively growing its value.

4. CA Sales Holdings (CAS-EQO)

• Yearly Return: +19.9%

• The Catalyst: Fast-Moving Consumer Goods (FMCG) resilience.

• Why it’s up: As a distributor for major brands, CA Sales has excellent defensive qualities—people buy food and basics regardless of the economy. Their recent earnings per share growth and expansion of services across Southern Africa have driven the stock price steadily upward

  5. Botswana Telecommunications (BTCL-EQO)

• Yearly Return: +17.9%

• The Catalyst: Digital transformation and infrastructure upgrades.

• Why it’s up: BTCL is pivoting hard from legacy copper to fiber and high-speed data. The market reacted positively to their forecasted profit surge (expected to rise 27–31% for the year). Their focus on "Smart" infrastructure and AI integration is modernizing their revenue streams.

6. Sechaba Brewery Holdings (SECH-EQO)

• Yearly Return: +15.6%

• The Catalyst: Recovery in consumption and dividends.

• Why it’s up: Sechaba is a classic "sin stock" that performs well when consumer spending stabilizes. Their consistent dividend declarations (both interim and special) keep shareholders loyal, driving the price up over the long term.

7. Sefalana Holding (SEF-EQO)

• Yearly Return: +12.5%

• The Catalyst: Record-breaking performance.

• Why it’s up: Sefalana recently posted the best results in its 51-year history, with revenue up 15%. It has cemented its spot as the largest company in the Retail/Wholesale sector on the BSE.

The Weekly Movers (Short-Term Spikes)

While the companies above won the year, these stocks are winning right now.

• Choppies Enterprises (+29.6% this week):

  • Why: The massive spike this week correlates with the release of their impressive financial results and the market realizing the turnaround strategy is working faster than expected.

• Botswana Telecommunications (+2.5% this week):

  • Why: Continued optimism surrounding their profit forecast announcement.

• Sefalana Holding (+0.3% this week):

  • Why: A steady tick upward as investors digest their record-breaking annual report.

The theme for this year is Recovery and Restructuring. The biggest winners (Choppies, BBS, BTCL) are companies that have fundamentally changed how they do business whether by closing bad stores, becoming a commercial bank, or upgrading to fiber internet. The market is rewarding transformation.

Source

Simplywallst