Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
🇿🇦 ZA Market
Global
United States
Australia
United Kingdom
Canada
India
China
Argentina
Austria
Bahrain
Bangladesh
Belgium
Bermuda
Botswana
Brazil
Bulgaria
Chile
Colombia
Croatia
Cyprus
Czech Republic
Denmark
Egypt
Estonia
Finland
France
Germany
Ghana
Greece
Hong Kong
Hungary
Iceland
Indonesia
Ireland
Israel
Italy
Ivory Coast
Jamaica
Japan
Jordan
Kenya
Kuwait
Latvia
Lithuania
Luxembourg
Malawi
Malaysia
Malta
Mauritius
Mexico
Morocco
Namibia
Netherlands
New Zealand
Nigeria
Norway
Oman
Pakistan
Palestinian Authority
Peru
Philippines
Poland
Portugal
Qatar
Romania
Russia
Saudi Arabia
Serbia
Singapore
Slovakia
Slovenia
South Africa
South Korea
Spain
Sri Lanka
Sweden
Switzerland
Taiwan
Tanzania
Thailand
Trinidad & Tobago
Tunisia
Turkey
Uganda
Ukraine
United Arab Emirates
Venezuela
Vietnam
Zambia
Zimbabwe
Capital Goods
Any
Automobiles
Banks
Capital Goods
Commercial Services
Consumer Durables
Consumer Services
Diversified Financials
Energy
Consumer Retailing
Food, Beverage & Tobacco
Healthcare
Household
Insurance
Materials
Media
Pharmaceuticals & Biotech
Real Estate
Retail
Semiconductors
Software
Tech
Telecom
Transportation
Utilities
Create a narrative
Community
/
South Africa
/
Capital Goods
Capital Goods South African Community
Our community narratives are driven by numbers and valuation.
Create a narrative
Capital Goods South African Investing Ideas
All companies
Popular
Undervalued
Overvalued
KAP
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Capital Investments At PG Bison And Safripol Will Increase Efficiency
Key Takeaways Operational ramp-up and restructuring are set to drive profitability, margin expansion, and enhanced cash flow through efficiency, asset optimization, and improved sales mix. Stronger free cash flow and tailwinds from key markets will aid debt reduction and support ongoing revenue and earnings growth across core business segments.
View narrative
R2.15
FV
30.7% undervalued
intrinsic discount
6.08%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
Updated
narrative
Bidvest Group
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Digital Integration, Hygiene Expansion And Logistics Will Drive Lasting Momentum
Key Takeaways Expansion into higher-margin services and strategic divestitures sharpen focus and position Bidvest for sustainable growth and improved profitability. Digital transformation and infrastructure investments are set to enhance operational efficiency, scalability, and recurring revenue streams.
View narrative
R303.05
FV
28.3% undervalued
intrinsic discount
6.10%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
Updated
narrative
Raubex Group
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Diversified International Projects Will Leverage Cross-Border Opportunities In Africa And Australia
Key Takeaways Increased government spending and renewable energy projects in South Africa could enhance contract revenues and operating profits for Raubex. International projects in Australia and Africa, along with restructuring, support steady revenue growth and improved operating efficiencies.
View narrative
R66
FV
36.4% undervalued
intrinsic discount
7.13%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
14 days ago
author updated this narrative
Invicta Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Combining KMP And Kian Ann Operations Will Improve Operational Efficiencies Over The Medium Term
Key Takeaways International expansion and strengthened distribution networks could diversify market exposure and increase future revenue streams. Optimizing capital structure and strategic acquisitions aim to enhance operational efficiency and improve long-term earnings.
View narrative
R45.8
FV
21.2% undervalued
intrinsic discount
6.23%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
14 days ago
author updated this narrative
Barloworld
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Expanding Infrastructure And Green Investments Will Drive Opportunity
Key Takeaways Rising infrastructure and mining projects, plus modernization trends, support long-term growth in equipment sales, service revenue, and earnings stability. Sustainability investments and portfolio streamlining position the company for higher margins, profitability, and resilience to evolving client and regulatory demands.
View narrative
R108.67
FV
10.0% overvalued
intrinsic discount
2.78%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
14 days ago
author updated this narrative