South African Potentially Undervalued Companies

Oceana Group

Market Cap: R6.7b

Operates as a fishing and food processing company in South Africa, Namibia, rest of Africa, North America, Europe, the Far East, and internationally.

Exxaro Resources

Market Cap: R45.0b

Engages in coal, pigment manufacturing, and renewable energy businesses in South Africa, Europe, Asia, and internationally.

Sasol

Market Cap: R73.3b

Operates as a chemical and energy company.

Libstar Holdings

Market Cap: R2.4b

Manufactures, distributes, and markets branded and private label consumer packaged goods in South Africa and internationally.

Sun International

Market Cap: R10.0b

Owns and operates casino, hotel, and resort properties in South Africa.

KAP

Market Cap: R5.8b

Engages in industrial, chemical, and logistics businesses in South Africa, rest of Africa, the Americas, Europe, the Middle East, and Australasia.

Nampak

Market Cap: R4.4b

Engages in the manufacture and sale of packaging products in South Africa and rest of Africa.

Aspen Pharmacare Holdings

Market Cap: R49.8b

Manufactures and markets specialty and branded pharmaceutical products in Africa, the Middle East, the Americas, Europe CIS, Australasia, and Asia.

Zeda

Market Cap: R2.6b

Provides mobility solutions in South Africa and other countries in Sub-Saharan Africa.

Vodacom Group

Market Cap: R292.9b

Provides communications products and services.

Sasol

Market Cap: R73.3b

Operates as a chemical and energy company.

Sappi

Market Cap: R13.1b

Provides woodfiber-based renewable resources in Europe, North America, and South Africa.

Altron

Market Cap: R7.4b

Engages in information communication and technology business in South Africa, rest of Africa, Europe, and internationally.

Sephaku Holdings

Market Cap: R460.6m

Operates as a construction materials company in South Africa.

eMedia Holdings

Market Cap: R1.5b

An investment holding company, operates in media sector in South Africa.

Africa Bitcoin

Market Cap: R121.0m

AltVest Capital Limited, an investment holding company, provides financial services.

Acsion

Market Cap: R3.6b

Engages in property holding and development activities in South Africa and internationally.

African Media Entertainment

Market Cap: R311.8m

Engages in radio broadcasting, media integration, and publications activities in South Africa.

eMedia Holdings

Market Cap: R1.5b

An investment holding company, operates in media sector in South Africa.

Delta Property Fund

Market Cap: R278.6m

Delta Property Fund Limited (“Delta” or “the Group”) is a South African domiciled Level 1 B-BBEE Real Estate Investment Trust (“REIT”).

PowerFleet

Market Cap: R714.6m

Provides artificial intelligence-of-things (AIoT) solutions in North America, Israel, Africa, Europe, the Middle East, Australia, and internationally.

Pick n Pay Stores

Market Cap: R18.1b

An investment holding company, engages in the retail of food, health and beauty products, general merchandise, clothing, liquor, and additional value-added-services in South Africa and Rest of Africa.

Caxton and CTP Publishers and Printers

Market Cap: R4.8b

Caxton and CTP Publishers and Printers Limited publishes and prints newspapers and magazines in South Africa.

Prosus

Market Cap: R118.2b

Engages in the e-commerce and internet businesses in Asia, Europe, Latin America, North America, and internationally.

Naspers

Market Cap: R799.9b

Operates as a consumer internet company in Africa, Asia, Europe, and internationally.

Bid

Market Cap: R135.7b

Engages in the provision of foodservice solutions in the United Kingdom, Australia, the Netherlands, Italy, New Zealand, Czech Republic, Belgium, South Africa, the People’s Republic of China, Hong Kong, and internationally.

Randgold & Exploration

Market Cap: R55.1m

An investment holding company, operates as an exploration and mining investment company in the gold mining sector in South Africa.

Netcare

Market Cap: R18.9b

An investment holding company, operates private hospitals in South Africa.

ASP Isotopes

Market Cap: R940.8m

A development stage advanced materials company, engages in the production, distribution, marketing, and sale of isotopes.

Combined Motor Holdings

Market Cap: R2.5b

An investment holding company, engages in the motor retail and distribution business in South Africa.

Sea Harvest Group

Market Cap: R3.1b

Engages in the fishing and fast-moving consumer goods business in South Africa, Europe, Australia, Asia, and internationally.

Bytes Technology Group

Market Cap: R803.6m

Offers software, security, AI, and cloud services in the United Kingdom, Europe, and internationally.

ArcelorMittal South Africa

Market Cap: R1.9b

Manufactures and sells steel products in South Africa and internationally.

iOCO

Market Cap: R3.0b

Provides information and communications technology services in Africa, the United Kingdom, Europe, and the Middle East.

Labat Africa

Market Cap: R99.9m

An investment holding company, engages in the technology, logistics, and healthcare activities in South Africa.

Mr Price Group

Market Cap: R44.3b

Provides fashion-value merchandise in South Africa and internationally.