Sunday Times TOP 100 COMPANIES
TOP 100 COMPANIES OVER FIVE YEARS* Share name
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50
Kumba Iron Ore Montauk Renewables Anglo American Platinum Anglo American Exxaro Resources African Rainbow Minerals Impala Platinum Northam Platinum Transaction Capital Sirius Real Estate Capitec Bank BHP Group Afrimat Clicks Group Globe Trade Centre S.A. Glencore DRD Gold Compagnie Fin Richemont Stor-Age Prop REIT Royal Bafokeng Platinum Equites Prop Fund Gold Fields Stenprop PSG Group South32 PSG Konsult Irongate Group Tharisa FirstRand Metair Investments Naspers -NMondi plc Bidvest Barloworld Astral Foods Raubex Group Absa Group Standard Bank Group Fortress REIT A Italtile MTN Group Mr Price Group Lighthouse Capital MAS Real Estate Santam The Foschini Group The Spar Group Sanlam BID Corporation AECI
Market cap as at Aug 31 2021 (Rbn)
210.32 16.92 437.31 834.17 65.06 58.17 182.17 101.95 26.88 26.47 219.43 956.18 8.65 74.30 12.57 954.96 12.31 838.02 6.00 25.44 14.41 121.16 10.79 16.89 154.21 15.05 10.88 6.07 347.17 5.55 1,080.07 194.40 69.76 21.70 6.33 5.36 133.99 240.90 19.18 22.22 251.44 55.78 13.79 13.87 28.64 49.42 39.99 143.51 107.29 11.21
Total return (%)
761.8 588.8 414.9 384.8 360.3 333.6 330.9 312.4 276.7 273.6 247.1 232.1 196.0 175.2 130.5 125.7 123.0 111.9 111.2 105.9 101.7 100.8 98.3 96.7 85.3 79.4 77.0 76.7 75.4 62.5 62.4 61.7 55.2 55.1 50.2 49.3 44.6 43.8 42.1 40.8 40.3 38.4 36.6 34.8 33.7 33.5 31.9 29.5 28.8 28.3
*Final Compound value annual growth (R) rate (%)
86,181 68,880 51,495 48,484 46,026 43,360 43,090 41,235 37,671 37,364 34,707 33,208 29,602 27,520 23,051 22,569 22,297 21,190 21,124 20,594 20,170 20,076 19,830 19,673 18,534 17,936 17,698 17,670 17,545 16,249 16,238 16,169 15,517 15,508 15,017 14,932 14,456 14,380 14,210 14,078 14,026 13,840 13,655 13,484 13,371 13,347 13,189 12,950 12,880 12,831
53.8 47.1 38.8 37.1 35.7 34.1 33.9 32.8 30.4 30.2 28.3 27.1 24.2 22.4 18.2 17.7 17.4 16.2 16.1 15.5 15.1 15.0 14.7 14.5 13.1 12.4 12.1 12.1 11.9 10.2 10.2 10.1 9.2 9.2 8.5 8.3 7.6 7.5 7.3 7.1 7.0 6.7 6.4 6.2 6.0 5.9 5.7 5.3 5.2 5.1
Share name
51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100
Vodacom Group Investec Ltd Investec plc Emira Property Fund Imperial Logistics Reunert Investec Property Fund Truworths International Nedbank Group Discovery Adcock Ingram AVI ADvTECH Sibanye-Stillwater Old Mutual Vukile Property Fund Datatec Shoprite Liberty Holdings Coronation Fund Managers Pan African Resource Harmony Gold Mining Momentum Metropolitan Anglogold Ashanti Alexander Forbes Group Growthpoint Properties Woolworths Pick n Pay Stores JSE Wilson Bayly Holmes-Ovcon Rand Merchant Investment ArcelorMittal SA Cashbuild RCL Foods Super Group British American Tobacco Telkom SA SA Corp Real Estate Life Healthcare Group Resilient REIT Oceana Group KAP Industrial Sasol Sappi Tiger Brands Capital & Counties Properties Netcare PPC Redefine Properties Aspen Pharmacare
Market cap as at Aug 31 2021 (Rbn)
263.72 19.69 42.55 5.22 12.78 9.65 8.85 29.39 94.14 85.73 8.16 25.57 9.38 170.77 72.32 11.37 6.11 108.72 26.95 18.06 7.69 32.88 29.61 101.80 5.61 53.11 66.83 29.02 9.18 7.19 48.53 7.43 7.11 9.52 12.04 1,335.82 19.55 5.56 36.35 22.88 8.67 11.67 140.68 24.96 35.29 29.24 24.25 5.64 26.65 89.51
Total return (%)
28.3 26.8 25.8 23.3 20.1 20.0 19.5 19.3 16.5 15.0 14.4 14.0 13.6 13.5 13.0 12.8 12.4 11.0 10.5 9.8 8.9 7.9 6.9 6.6 0.6 -4.5 -5.5 -6.4 -10.6 -11.0 -13.3 -13.4 -14.1 -19.1 -20.0 -20.3 -22.4 -24.6 -26.5 -27.8 -27.9 -30.2 -33.3 -34.6 -36.4 -38.3 -39.3 -40.4 -41.8 -42.2
*Final Compound value annual growth (R) rate (%)
12,827 12,680 12,577 12,328 12,012 11,998 11,949 11,933 11,646 11,500 11,440 11,400 11,355 11,345 11,303 11,278 11,238 11,096 11,054 10,985 10,888 10,791 10,694 10,657 10,058 9,547 9,451 9,359 8,944 8,897 8,667 8,660 8,588 8,093 7,998 7,973 7,761 7,543 7,351 7,221 7,213 6,976 6,666 6,540 6,359 6,167 6,066 5,960 5,821 5,779
5.1 4.9 4.7 4.3 3.7 3.7 3.6 3.6 3.1 2.8 2.7 2.7 2.6 2.6 2.5 2.4 2.4 2.1 2.0 1.9 1.7 1.5 1.4 1.3 0.1 -0.9 -1.1 -1.3 -2.2 -2.3 -2.8 -2.8 -3.0 -4.1 -4.4 -4.4 -4.9 -5.5 -6.0 -6.3 -6.3 -6.9 -7.8 -8.1 -8.7 -9.2 -9.5 -9.8 -10.3 -10.4
Graphic: Ruby-Gay Martin. *Return over five years from September 1 2016 to August 31 2021, on a theoretical R10,000 investment. The results were compiled by Vestra Advisory and have been evaluated by Deloitte. The executive management of Arena Holdings have also considered certain subjective qualifying criteria, relating to the Top 100 Companies’ perceived compliance with good governance and ethical conduct.
PREVIOUS WINNERS 2005 Grindrod
2020 DRDGOLD
2015
Fortress Income Fund B
2010
2019
Capitec Bank Holdings
2014
Coronation Fund Managers
2009 Basil Read
2004 Grindrod
2018
Capitec Bank Holdings
2013
Coronation Fund Managers
2008 Basil Read
2003 Mvelaphanda Resources
2017
Finbond Group
2012
Capitec Bank
2007 DAWN
2002 Mvelaphanda Resources
2016
Calgro M3 Holdings
2011
Assore
2006 Mittal Steel SA
2001
Capitec Bank
East Daggafontein