A segment of commerce
JSE car dealer and motor retail shares.
Cars and dealerships: the biggest credit-funded purchase most households make.
On the roadThe companies
| Share | Price | Today | 1M | YTD | 1Y | Market value | P/E | Yield | Next results |
|---|---|---|---|---|---|---|---|---|---|
| Motus MTH | R107.41 | -4.31% | +0.4% | -11.8% | +3.4% | R17.6bn | 6.2x | 6.3% | – |
| Combined Motor Holdings CMH | R37.00 | 0.00% | -1.3% | +0.3% | +12.1% | R2.6bn | 7.0x | 6.0% | – |
One yearThe segment against the market
The economyWhat moves it
How we read this segment’s exposure to the South African economy, and which way each is moving now.
Weighs on this segment when it rises (customers borrow to buy, or value rides on rates).
Now: Rates rising (7.25%)
The rand
Helps this segment when it rises (imports stock or inputs priced in dollars).
Now: Rand steady (R16.38/$)
Helps this segment when it rises (sells and finances cars).
Now: Car sales up on last year (57,900 (Aug))
Helps this segment when it rises (sells on credit or to borrowers).
Now: Lending slowing (7.5% (Aug))
On the roadComing up
Wed, 30 Sept
- DividendMotus (MTH) goes ex-dividend
In the news
No headlines about these companies in the last 30 days.
The rest of commerce
- grocery retail
- food, drink and consumer brand
- restaurant and fast-food
- hotel, casino and leisure
- fashion and clothing retail
- ecommerce and platform
- pharmacy and health retail
- home, furniture and building retail
- shopping centre and retail property
- logistics and delivery
- payments, fintech and telecoms
Artive Capital doesn’t raise outside capital; it only trades and invests Artive’s own, and has no clients. This is a screen we use to decide where to look, not a recommendation to buy or sell anything. Prices are delayed and third-party data can be wrong; check with your broker before you act.
We don’t take outside money, but we always like talking markets and commerce.
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