A segment of commerce

JSE home, furniture and building retail shares.

Big-ticket baskets: building materials, tiles and furniture, much of it bought on credit or in stages.

Home & buildThe companies

SharePriceToday1MYTD1YMarket valueP/EYieldNext results
Cashbuild CSBR101.00+1.66%-8.2%-25.2%-27.3%R2.1bn12.9x6.3%–
Italtile ITER8.10+1.38%-11.8%-13.3%-15.2%R9.5bn7.2x5.6%–
Lewis LEWR83.02-0.25%-4.2%-7.3%+14.5%R4.3bn5.2x10.8%–

One yearThe segment against the market

Segment index vs the Artive Commerce Index and JSE Top 40, rebased to 100. Built from delayed JSE prices via Yahoo Finance. Not advice.

The economyWhat moves it

How we read this segment’s exposure to the South African economy, and which way each is moving now.

  • Interest rates

    Weighs on this segment when it rises (customers borrow to buy, or value rides on rates).

    Now: Rates rising (7.25%)

  • Consumer confidence

    Helps this segment when it rises (discretionary spend follows the mood).

    Now: Shoppers more confident (-13 (Q3))

  • Credit growth

    Helps this segment when it rises (sells on credit or to borrowers).

    Now: Lending slowing (7.5% (Aug))

  • Economic growth

    Helps this segment when it rises (moves with the wider economy).

    Now: Growth slowing (0.9% (Q2))

Home & buildComing up

Nothing scheduled in the next few weeks.

In the news

No headlines about these companies in the last 30 days.

    The rest of commerce

    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.

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