Sunday Times TOP 100 COMPANIES
4
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
Market cap as at Aug 31 2022 (Rbn)
41.48 Montauk Renewables 153.45 Impala Platinum 42.18 Royal Bafokeng Platinum 318.02 Anglo American Platinum 76.26 Exxaro Resources 53.08 African Rainbow Minerals 63.93 Northam Platinum 122.56 Kumba Iron Ore 737.74 Anglo American 27.16 Transaction Capital 123.66 Gold Fields 2,223.98 BHP Group 237.26 Capitec Bank 7.95 DRD Gold 72.71 Clicks Group 108.94 Sibanye Stillwater 9.97 Industrials REIT 7.96 Afrimat 18.82 Sirius Real Estate 217.95 South32 8.88 Astral Foods Compagnie Financière Richemont 1,006.57 96.08 Anglogold Ashanti 1,309.11 Glencore 26.61 Harmony Gold Mining 6.36 Raubex Group 7.46 Grindrod 6.24 Stor-Age Property REIT 20.15 PSG Group 9.42 Datatec 150.92 Absa Group 8.02 Pan African Resources 5.28 Metair Investments 6.35 Tharisa 73.14 Bidvest 15.70 Hosken Consolidated Investments 15.01 PSG Konsult 359.96 Firstrand 13.95 Equites Property Fund 20.26 Italtile 57.43 Investec plc 24.89 Investec Ltd 5.23 Emira Property Fund 30.51 Dis-Chem Pharmacies 41.44 Rand Merchant Inv 1,056.45 Naspers -N103.73 Nedbank Group 47.83 Mr Price Group 109.02 BID Corporation 137.62 Shoprite
Total return (%)
830.5 435.7 427.2 374.4 256.5 252.5 227.7 226.1 222.7 176.8 165.9 165.7 144.1 136.4 119.6 115.3 114.4 104.4 93.3 86.2 85.8 85.3 83.2 75.3 74.1 71.8 70.5 67.2 62.1 61.5 60.1 57.5 56.1 52.8 44.9 44.7 43.7 43.7 40.6 39.8 38.6 35.5 29.5 26.3 24.9 24.3 20.5 20.5 20.0 18.0
*Final Compound value annual growth (R) rate (%)
93,049 53,570 52,719 47,440 35,646 35,254 32,771 32,607 32,270 27,682 26,586 26,571 24,413 23,643 21,962 21,529 21,443 20,438 19,333 18,619 18,580 18,529 18,320 17,525 17,409 17,184 17,046 16,724 16,205 16,148 16,014 15,746 15,613 15,279 14,487 14,475 14,374 14,371 14,064 13,984 13,862 13,547 12,950 12,629 12,488 12,435 12,050 12,046 12,002 11,801
56.2 39.9 39.4 36.5 28.9 28.7 26.8 26.7 26.4 22.6 21.6 21.6 19.5 18.8 17.0 16.6 16.5 15.4 14.1 13.2 13.2 13.1 12.9 11.9 11.7 11.4 11.3 10.8 10.1 10.1 9.9 9.5 9.3 8.8 7.7 7.7 7.5 7.5 7.1 6.9 6.7 6.3 5.3 4.8 4.5 4.5 3.8 3.8 3.7 3.4
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
Standard Bank Group Alexander Forbes Group MTN Group Vukile Property Fund British American Tobacco Pick n Pay Stores The Spar Group Santam Woolworths Investec Property Fund JSE MAS Real Estate Reinet Investments S.C.A. ArcelorMittal SA AECI AVI Mondi ADvTECH Remgro TFG Old Mutual Vodacom Group Truworths International Sanlam Momentum Metropolitan Adcock Ingram Reunert Sasol Barloworld Tsogo Sun Gaming Discovery Life Healthcare Group Fortress REIT A Mediclinic International Telkom SA SOC Growthpoint Properties RCL Foods Cashbuild Oceana Group Lesaka Technologies Netcare Super Group SA Corporate Real Estate Lighthouse Capital Coronation Fund Managers Resilient REIT Wilson Bayly Holmes-Ovcon NEPI Rockcastle KAP Industrial Anheuser-Busch InBev SA
Market cap as at Aug 31 2022 (Rbn)
Total return (%)
257.15 6.39 234.12 13.22 1,682.56 30.50 30.16 28.09 57.38 8.24 9.33 14.52 55.08 5.79 8.76 24.73 142.01 9.09 67.40 42.09 47.89 231.59 23.40 118.74 24.93 8.40 8.32 208.84 16.55 13.23 82.18 29.45 12.42 72.84 22.47 43.71 10.10 5.67 7.16 5.07 21.21 10.62 5.31 10.40 11.03 20.28 5.29 55.26 11.52 1,449.53
17.9 17.7 16.8 16.4 16.2 14.5 13.9 12.7 11.3 8.8 8.6 7.7 7.3 2.2 1.8 1.4 0.6 -0.6 -2.5 -3.5 -3.8 -4.3 -4.7 -6.2 -6.3 -8.5 -9.7 -10.1 -11.7 -13.5 -13.9 -15.0 -16.1 -18.5 -18.9 -19.4 -20.7 -22.2 -25.3 -26.9 -27.4 -28.3 -28.8 -29.3 -30.4 -30.7 -30.8 -33.4 -38.5 -40.1
*Final Compound value annual growth (R) rate (%)
11,792 11,765 11,680 11,641 11,624 11,454 11,386 11,275 11,130 10,877 10,861 10,767 10,733 10,221 10,177 10,142 10,061 9,940 9,748 9,654 9,616 9,570 9,528 9,383 9,366 9,151 9,034 8,987 8,831 8,653 8,605 8,501 8,387 8,145 8,105 8,058 7,934 7,781 7,474 7,306 7,256 7,166 7,122 7,072 6,960 6,927 6,919 6,660 6,155 5,995
3.4 3.3 3.2 3.1 3.1 2.8 2.6 2.4 2.2 1.7 1.7 1.5 1.4 0.4 0.4 0.3 0.1 -0.1 -0.5 -0.7 -0.8 -0.9 -1.0 -1.3 -1.3 -1.8 -2.0 -2.1 -2.5 -2.9 -3.0 -3.2 -3.5 -4.0 -4.1 -4.2 -4.5 -4.9 -5.7 -6.1 -6.2 -6.4 -6.6 -6.7 -7.0 -7.1 -7.1 -7.8 -9.3 -9.7
*Return over five years from September 1 2017 to August 31 2022, 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. Graphic: Ruby-Gay Martin.
PREVIOUS WINNERS 2016
Calgro M3
2011
Assore
2006 Mittal Steel SA
2020 DRDGOLD
2015
Fortress Income Fund B
2010
Capitec Bank
2005 Grindrod
2019
Capitec Bank
2014
Coronation Fund Managers
2009 Basil Read
2004 Grindrod
2018
Capitec Bank
2013
Coronation Fund Managers
2008 Basil Read
2003 Mvelaphanda Resources
2017
Finbond Group
2012
Capitec Bank
2007 DAWN
2002 Mvelaphanda Resources
2021
Kumba Iron Ore