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 2023 (Rbn)
217.01 Gold Fields 16.53 DRD Gold 88.05 Impala Platinum 81.35 Sibanye-Stillwater 48.71 Harmony Gold Mining Company 49.38 Northam Platinum 135.45 Anglogold Ashanti 8.43 Datatec 7.47 Pan African Resource 133.79 Kumba Iron Ore 2,771.00 BHP Group 8.93 Afrimat 40.22 African Rainbow Mining 24.43 Sirius Real Estate 58.62 Exxaro Resources 1,403.12 Compagnie Fin Richemont 678.14 Anglo American 175.38 Anglo American Platinum 1,376.85 Glencore 26.42 Montauk Renewables Hosken Consolidated Investments 19.60 7.71 Alexander Forbes Group 77.88 Investec plc 32.75 Investec 61.30 OUTsurance Group 183.98 Capitec Bank 18.02 PSG Konsult 73.34 Woolworths 226.72 MTN Group 7.41 Grindrod 96.96 Bidvest 5.97 Stor-Age Prop REIT 11.44 ADvTECH 154.54 Absa Group 79.23 Reinet Investments S.C.A 142.49 BID Corporation 65.96 Clicks Group 156.01 Shoprite 1,401.03 Naspers -N11.37 AECI 188.54 South32 28.68 Momentum Metropolitan 411.74 Firstrand 323.78 Standard Bank 14.90 MAS Real Estate 83.64 Remgro 1,545.79 British American Tobacco 5.36 Tharisa 29.60 Truworths International 72.07 NEPI Rockcastle
Total return (%)
668.27 638.43 610.22 317.98 240.04 219.56 193.80 190.45 175.56 174.09 170.40 166.54 144.94 138.29 136.94 132.22 130.32 121.60 108.40 97.38 88.03 86.29 78.70 78.33 73.82 71.70 63.67 61.48 58.91 53.90 53.69 52.97 50.98 50.57 50.26 48.63 48.56 48.54 43.06 41.38 40.57 39.84 37.47 37.23 35.93 33.06 26.08 23.27 22.31 19.91
*Final Compound value annual growth (R) rate (%)
76,827 73,843 71,022 41,798 34,004 31,956 29,380 29,045 27,556 27,409 27,040 26,654 24,494 23,829 23,694 23,222 23,032 22,160 20,840 19,738 18,803 18,629 17,870 17,833 17,382 17,170 16,367 16,148 15,891 15,390 15,369 15,297 15,098 15,057 15,026 14,863 14,856 14,854 14,306 14,138 14,057 13,984 13,747 13,723 13,593 13,306 12,608 12,327 12,231 11,991
50.3 49.2 48.0 33.1 27.7 26.2 24.1 23.8 22.5 22.3 22.0 21.7 19.6 19.0 18.8 18.4 18.2 17.3 15.8 14.6 13.5 13.3 12.3 12.3 11.7 11.4 10.4 10.1 9.7 9.0 9.0 8.9 8.6 8.5 8.5 8.2 8.2 8.2 7.4 7.2 7.0 6.9 6.6 6.5 6.3 5.9 4.7 4.3 4.1 3.7
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
Market cap as at Aug 31 2023 (Rbn)
34.38 Santam 9.04 Oceana Group 224.12 Vodacom Group 16.06 Italtile 14.47 Resilient REIT 5.01 Liberty Two Degrees 150.13 Sanlam 11.11 Reunert 16.07 Barloworld 13.86 Vukile Property Fund 15.84 Fortress REIT A 105.34 Nedbank Group 61.54 Old Mutual 9.84 Equites Property Fund 59.78 Pepkor 9.64 Lighthouse Capital African Rainbow Capital Investments 7.53 9.38 Adcock Ingram 28.66 Quilter 153.41 Mondi plc 12.93 Tsogo Sun Gaming 11.80 Super Group 31.50 Life Healthcare Group 7.34 Astral Foods 24.53 AVI 98.77 Discovery 1,880.83 Anheuser-Busch InBev SA NV 11.20 Coronation Fund Managers 8.36 JSE 5.96 Investec Property Fund 8.06 Wilson Bayly Holms-Ovcon 29.47 Tiger Brands 40.52 Growthpoint Properties 9.81 RCL Foods 9.69 Sun International 20.56 Dis-Chem Pharmacies 6.35 Attacq 33.97 Mr Price Group 6.70 Fortress REIT B 34.58 The Foschini Group 6.03 Famous Brands 11.49 Globe Trade Centre S.A. 76.84 Aspen Pharmacare 19.79 The Spar Group 54.88 Shaftesbury Capital 17.20 Pick n Pay Stores 13.83 Telkom SA SOC 9.19 Omnia 25.25 Redefine Properties 19.05 Netcare
Total return (%)
19.86 17.81 16.92 15.88 12.49 11.87 11.43 9.28 8.93 8.10 4.74 3.94 0.36 -2.60 -2.78 -3.45 -5.08 -7.80 -8.39 -8.88 -9.43 -10.16 -10.85 -10.93 -12.72 -12.76 -14.79 -15.11 -15.46 -17.20 -20.23 -20.74 -24.32 -24.62 -25.00 -25.29 -28.87 -29.86 -30.40 -31.15 -33.62 -34.34 -37.69 -39.62 -40.90 -41.69 -42.02 -43.34 -45.11 -46.21
*Final Compound value annual growth (R) rate (%)
11,986 11,781 11,692 11,588 11,249 11,187 11,143 10,928 10,893 10,810 10,474 10,394 10,036 9,740 9,722 9,655 9,492 9,220 9,161 9,112 9,057 8,984 8,915 8,907 8,728 8,724 8,521 8,489 8,454 8,280 7,977 7,926 7,568 7,538 7,500 7,471 7,113 7,014 6,960 6,885 6,638 6,566 6,231 6,038 5,910 5,831 5,798 5,666 5,489 5,379
3.7 3.3 3.2 3.0 2.4 2.3 2.2 1.8 1.7 1.6 0.9 0.8 0.1 -0.5 -0.6 -0.7 -1.0 -1.6 -1.7 -1.8 -2.0 -2.1 -2.3 -2.3 -2.7 -2.7 -3.1 -3.2 -3.3 -3.7 -4.4 -4.5 -5.4 -5.5 -5.6 -5.7 -6.6 -6.8 -7.0 -7.2 -7.9 -8.1 -9.0 -9.6 -10.0 -10.2 -10.3 -10.7 -11.3 -11.7
*Return over five years from September 1 2018 to August 31 2023, on a theoretical R10,000 investment. The results were compiled by Vestra Advisory. 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 2022 Montauk Renewables
2017
Finbond Group
2012
Capitec Bank
2007 DAWN
2021
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
Kumba Iron Ore