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South African (JSE) Asset Management Industry Analysis

UpdatedJun 02, 2023
DataAggregated Company Financials
Companies19
  • 7D0.6%
  • 3M-4.7%
  • 1Y-5.6%
  • YTD-2.9%

Over the last 7 days, the Asset Management industry has dropped 1.2%, driven by declines in Brait and PSG Konsult of 5.1% and 1.3%, respectively. Overall the industry is down 7.2% in 12 months.

Industry Valuation and Performance

Has the South African Asset Management Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 02 Jun 2023R58.5bR24.0b-R860,855,786.0016.2x-68x2.4x
Sun, 30 Apr 2023R58.8bR24.1b-R188,855,786.0012.1x-311.4x2.4x
Tue, 28 Mar 2023R57.9bR23.8bR2.4b10.5x24.4x2.4x
Thu, 23 Feb 2023R68.5bR26.0bR4.2b9.2x16.2x2.6x
Sat, 21 Jan 2023R68.9bR26.0bR4.2b9.4x16.2x2.6x
Mon, 19 Dec 2022R67.5bR26.0bR4.3b9.9x15.9x2.6x
Wed, 16 Nov 2022R67.2bR26.2bR9.6b8x7x2.6x
Fri, 14 Oct 2022R61.1bR27.2bR10.4b8x5.9x2.2x
Sun, 11 Sep 2022R65.4bR27.2bR10.8b8.1x6.1x2.4x
Tue, 09 Aug 2022R69.0bR27.0bR10.6b7.8x6.5x2.6x
Thu, 07 Jul 2022R66.8bR27.0bR9.3b9.4x7.2x2.5x
Sat, 04 Jun 2022R71.0bR27.9bR9.9b8.7x7.2x2.5x
Mon, 02 May 2022R78.3bR28.2bR10.1b8.6x7.7x2.8x
Wed, 30 Mar 2022R80.4bR27.6bR11.2b7.2x7.1x2.9x
Fri, 25 Feb 2022R79.5bR27.2bR10.3b9.7x7.8x2.9x
Sun, 23 Jan 2022R86.6bR27.2bR10.2b10.2x8.5x3.2x
Tue, 21 Dec 2021R83.0bR27.9bR9.2b10.3x9x3x
Thu, 18 Nov 2021R81.2bR26.8bR8.3b11.6x9.8x3x
Sat, 16 Oct 2021R77.7bR26.8bR8.3b10.9x9.4x2.9x
Mon, 13 Sep 2021R68.1bR25.9bR7.5b10.3x9x2.6x
Wed, 11 Aug 2021R67.5bR28.2bR7.6b10.4x8.9x2.4x
Sun, 06 Jun 2021R69.6bR28.0bR7.4b11.4x9.4x2.5x
Wed, 10 Mar 2021R57.7bR26.2bR5.8b9.6x10x2.2x
Tue, 01 Dec 2020R53.5bR25.7bR4.2b9.7x12.7x2.1x
Fri, 04 Sep 2020R47.9bR27.5bR3.7b9x13x1.7x
Mon, 08 Jun 2020R44.6bR29.1bR2.5b8x17.7x1.5x
Price to Earnings Ratio

17.7x


Total Market Cap: R44.6bTotal Earnings: R2.5bTotal Revenue: R29.1bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Asset Management Industry Price to Earnings3Y Average -1.9x202120222023
Current Industry PE
  • Investors are relatively neutral on the South African Asset Management and Custody Banks industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PS ratio of 2.4x.
Past Earnings Growth
  • Total earnings for the Asset Management and Custody Banks industry have declined over the last three years, with the industry now making a loss overall.
  • Revenues have also declined 6.2% per year, which is driving profits down.

Industry Comparison

How does South African Asset Management compare with similar industries?

ZA Market0.30%
Financials-0.69%
Capital Markets0.86%
Asset Management0.62%
Financial Exchanges and Data2.34%
Diversified Capital Markets0.91%
Investment Banking and Brokerage0%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
CML Coronation Fund ManagersR32.223.2%
+R349.8m
-14.5%PE18.6x
AFH Alexander Forbes Group HoldingsR5.603.9%
+R259.6m
32.4%PE16.2x
AIL African Rainbow Capital InvestmentsR6.252.1%
+R174.8m
-4.9%PB0.6x
PPE Purple GroupR1.068.2%
+R101.6m
-57.6%PE86x
ZED Zeder InvestmentsR1.731.2%
+R30.8m
-8.0%PE115.8x
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Latest News

KST

R11.65

PSG Konsult

7D

-1.3%

1Y

-0.3%

MHB

R5.10

Mahube Infrastructure

7D

-16.4%

1Y

-14.7%

ZED

R1.73

Zeder Investments

7D

1.2%

1Y

-8.0%

CML

R32.22

Coronation Fund Managers

7D

3.2%

1Y

-14.5%

AFH

R5.60

Alexander Forbes Group Holdings

7D

3.9%

1Y

32.4%

SYG

R17.00

Sygnia

7D

-0.1%

1Y

-6.3%

SBP

R75.50

Sabvest Capital

7D

-0.4%

1Y

18.0%

PPE

R1.06

Purple Group

7D

8.2%

1Y

-57.6%

TRE

R6.75

Trencor

7D

-0.6%

1Y

43.3%

EPE

R5.00

EPE Capital Partners

7D

-9.1%

1Y

-13.0%

BAT

R3.18

Brait

7D

-0.6%

1Y

-22.4%

RHB

R2.79

RH Bophelo

7D

3.3%

1Y

-20.3%

AIL

R6.25

African Rainbow Capital Investments

7D

2.1%

1Y

-4.9%

MTNZF

R17.31

MTN Zakhele Futhi (RF)

7D

-3.8%

1Y

-40.3%