Botswanan (BSE) Market Analysis & Valuation

Market Valuation and Performance

Has the Botswanan Market valuation changed over the past few years?

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Fri, 22 Nov 2024	P59.2b	P49.0b	P5.0b	10.4x	12x	1.2x
Sun, 20 Oct 2024	P58.0b	P49.0b	P5.0b	10x	11.7x	1.2x
Tue, 17 Sep 2024	P55.4b	P47.3b	P4.9b	9x	11.2x	1.2x
Thu, 15 Aug 2024	P55.0b	P46.8b	P5.3b	8.2x	10.3x	1.2x
Sat, 13 Jul 2024	P53.8b	P46.2b	P5.3b	8.2x	10.1x	1.2x
Mon, 10 Jun 2024	P52.7b	P46.1b	P5.3b	7.5x	10x	1.1x
Wed, 08 May 2024	P52.6b	P46.1b	P5.4b	7.5x	9.8x	1.1x
Fri, 05 Apr 2024	P52.2b	P45.9b	P5.3b	9.3x	9.9x	1.1x
Sun, 03 Mar 2024	P51.8b	P46.2b	P5.7b	8.5x	9x	1.1x
Tue, 30 Jan 2024	P50.5b	P38.7b	P5.4b	9x	9.4x	1.3x
Thu, 28 Dec 2023	P50.6b	P38.8b	P5.4b	9.2x	9.4x	1.3x
Sat, 25 Nov 2023	P49.9b	P38.5b	P5.3b	9.2x	9.4x	1.3x
Mon, 23 Oct 2023	P49.2b	P38.5b	P5.3b	9.2x	9.3x	1.3x
Wed, 20 Sep 2023	P48.6b	P38.1b	P5.4b	9x	9x	1.3x
Fri, 18 Aug 2023	P46.9b	P36.6b	P4.9b	9.5x	9.6x	1.3x
Sun, 16 Jul 2023	P44.9b	P36.7b	P4.9b	9.1x	9.2x	1.2x
Tue, 13 Jun 2023	P44.8b	P36.4b	P4.9b	9.1x	9.1x	1.2x
Thu, 11 May 2023	P43.4b	P35.0b	P4.8b	9.5x	8.9x	1.2x
Sat, 08 Apr 2023	P43.1b	P34.3b	P4.6b	9.5x	9.3x	1.3x
Mon, 06 Mar 2023	P42.4b	P31.6b	P4.9b	10x	8.7x	1.3x
Wed, 01 Feb 2023	P42.0b	P31.7b	P5.0b	9.5x	8.4x	1.3x
Fri, 30 Dec 2022	P41.3b	P31.9b	P5.0b	9.5x	8.3x	1.3x
Sun, 27 Nov 2022	P40.7b	P31.8b	P5.0b	9.3x	8.1x	1.3x
Tue, 25 Oct 2022	P40.4b	P31.5b	P4.9b	9.5x	8.3x	1.3x
Thu, 22 Sep 2022	P39.7b	P30.4b	P4.7b	9.8x	8.4x	1.3x
Sat, 20 Aug 2022	P38.9b	P29.7b	P4.5b	10.3x	8.6x	1.3x
Mon, 18 Jul 2022	P38.6b	P29.7b	P4.5b	10.4x	8.6x	1.3x
Wed, 15 Jun 2022	P38.5b	P29.8b	P4.5b	9.6x	8.5x	1.3x
Fri, 13 May 2022	P38.4b	P29.7b	P4.5b	10.5x	8.5x	1.3x
Sun, 10 Apr 2022	P38.5b	P29.9b	P4.5b	9.9x	8.6x	1.3x
Tue, 08 Mar 2022	P38.3b	P29.0b	P3.8b	10.5x	10.1x	1.3x
Thu, 03 Feb 2022	P37.6b	P28.9b	P3.6b	10.9x	10.4x	1.3x
Sat, 01 Jan 2022	P37.3b	P28.1b	P3.6b	10.9x	10.3x	1.3x
Mon, 29 Nov 2021	P36.5b	P28.1b	P3.6b	10.7x	10.3x	1.3x

Current Market PE

Investors are optimistic on the Batswana market, and appear confident in strong long term growth rates.

The market is trading at a PE ratio of 12.0x which is higher than its 3-year average PE of 9.4x.

Past Earnings Growth

The earnings for Batswana listed companies have grown 12% per year over the last three years.
Revenues for these companies have grown 20% per year.
This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Sector Trends

Which sectors have driven the changes within the Botswanan Market?


BW Market	0.35%
Consumer Staples	1.36%
Consumer Discretionary	1.03%
Industrials	0.30%
Energy	0.12%
Real Estate	0.034%
Materials	0%
Healthcare	0%
Financials	0%
Tech	0%
Telecom	0%
Utilities	0%
Information Technology	0%
Financials	0%
Health Care	0%
Industrials	0%

Sector PE

Investors favour the Energy sector the most for future growth even though it's trading below its 3-year average PE ratio of 46.0x.

It looks like investors are confident that earnings will grow faster in the future than they have historically.

Forecasted Growth

Analysts are most optimistic on the Consumer Staples sector, expecting annual earnings growth of 18% over the next 5 years.
This is better than its past earnings growth rate of 11% per year.

In contrast, the Consumer Staples sector is expected to see its earnings grow by 18% per year over the next few years.

Company	Last Price	7D	1Y	Valuation	Sector
SEF-EQO Sefalana Holding	P14.00	3.7% +P125.4m	22.4%	PE10.5x	Consumer Staples
CHOB-EQO Chobe Holdings	P17.36	5.0% +P74.2m	17.0%	PE10.4x	Consumer Discretionary
ENG-EQO Engen Botswana	P13.48	0.1% +P3.2m	2.9%	PE17.2x	Energy
PTPH-EQU Primetime Property Holdings	P1.61	0.6% +P2.5m	-7.5%	PE4.6x	Real Estate
OCCL-EQO Olympia Capital	P0.27	3.8% +P643.5k	3.8%	PE6.7x	Industrials

Company

Last Price

Valuation

Sector

SEF-EQO Sefalana Holding

P14.00

3.7%
+P125.4m

22.4%

PE10.5x

Consumer Staples

CHOB-EQO Chobe Holdings

P17.36