South African Strong Balance Sheet Stocks

Kumba Iron Ore

Market Cap: R104.2b

Engages in the exploration, extraction, beneficiation, marketing, sale, and shipping of iron ore for the steel industry in South Africa.

Master Drilling Group

Market Cap: R2.4b

An investment holding company, provides specialized drilling services to blue chip major and mid-tier companies in the mining, civil engineering, construction, and hydroelectric power sectors.

Telkom SA SOC

Market Cap: R25.5b

Operates as an integrated communications and information technology (IT) services provider in South Africa, the United States, the United Kingdom, rest of Europe, and internationally.

Crookes Brothers

Market Cap: R421.8m

An investment holding company, engages in the agricultural business in South Africa, Eswatini, Zambia, and Mozambique.

Shoprite Holdings

Market Cap: R148.1b

An investment holding company, primarily engages in the food retailing business in South Africa and internationally.

Sephaku Holdings

Market Cap: R324.5m

Operates as a construction materials company in South Africa.

Merafe Resources

Market Cap: R2.7b

Engages in the mining and beneficiation of chrome ore into ferrochrome and associated minerals.

Impala Platinum Holdings

Market Cap: R197.8b

Engages in the mining, concentrating, refining, and sells of platinum group metals (PGMs) and associated base metals in South Africa, Zimbabwe, and Canada.

eMedia Holdings

Market Cap: R829.1m

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

Foschini Group

Market Cap: R35.3b

Operates retail stores in South Africa and internationally.

Purple Group

Market Cap: R3.5b

A financial services and technology company, engages in trading platforms, fractional property and crypto asset investing, retirement fund administration, and asset management businesses in South Africa.

Exxaro Resources

Market Cap: R43.1b

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

aReit Prop

Market Cap: R299.0m

n/a

enX Group

Market Cap: R721.8m

Engages in the diverse businesses in the general industrial sector in South Africa.

Frontier Transport Holdings

Market Cap: R2.0b

An investment holding company, operates in the transport sector in South Africa.

Clicks Group

Market Cap: R83.9b

Operates as a health, wellness, and beauty retailer in South Africa and internationally.

MTN Zakhele Futhi (RF)

Market Cap: R388.8m

An investment company, operates as the special purpose investment vehicle to effect MTN Group’s Broad Based Black Economic Empowerment transaction.

Truworths International

Market Cap: R20.5b

An investment holding and management company, engages in the retail of fashion apparel and accessories.

Zeder Investments

Market Cap: R2.1b

A private equity arm of PSG Group Ltd.

Caxton and CTP Publishers and Printers

Market Cap: R4.9b

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

Randgold & Exploration

Market Cap: R54.4m

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

Valterra Platinum

Market Cap: R324.4b

Engages in the production and supply of platinum group metals, base metals, and precious metals in South Africa, Asia, Europe, North America, and internationally.

Bid

Market Cap: R145.2b

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.

JSE

Market Cap: R10.4b

Operates as a multi-asset class stock exchange in South Africa.

Oasis Crescent Property Fund

Market Cap: R1.4b

The Fund is a well-diversified REIT invested in South African direct property investments, high quality global listed REITs and liquid instruments.

CAFCA

Market Cap: R128.3m

Manufactures and supplies cables and allied products for the transmission and distribution of electrical energy and information primarily in Southern and Central Africa.

Santova

Market Cap: R1.1b

Provides logistics services in Africa, the Asia Pacific, Europe, North America, and the United Kingdom.

Wilson Bayly Holmes-Ovcon

Market Cap: R7.8b

Operates as a construction company in South Africa, rest of Africa, and the United Kingdom.

Tharisa

Market Cap: R7.1b

An investment holding company, engages in the mining, processing beneficiation, marketing, sale, and logistics of platinum group metals (PGMs) and chrome concentrates in South Africa, China, Singapore, Hong Kong, the United Arab Emirates, an internationally.

Mahube Infrastructure

Market Cap: R253.7m

GAIA Infrastructure Capital Limited is a blank check company.

Momentum Group

Market Cap: R43.2b

Provides insurance and financial services in South Africa and internationally.

Mr Price Group

Market Cap: R52.5b

Provides fashion-value merchandise in South Africa and internationally.

Invicta Holdings

Market Cap: R3.4b

An investment holding company, engages in the distribution of engineering components and consumables in South Africa, the Rest of Africa, Europe, and Asia.

Argent Industrial

Market Cap: R1.5b

Manufactures and trades in steel and steel-related products in South Africa, Asia, the Middle East, Australia, New Zealand, North America, South America, rest of Africa, the United Kingdom, rest of Europe, and internationally.

Bowler Metcalf

Market Cap: R949.9m

Manufactures and sells rigid plastic packaging in South Africa.

AECI

Market Cap: R10.2b

Provides products and services for mining, water treatment, plant and animal health, food and beverage, manufacturing, and general industrial sectors.