A segment of commerce
JSE hotel, casino and leisure shares.
Hotels, casinos and nights away: leisure spending that follows confidence and what households have left over.
Going outThe companies
| Share | Price | Today | 1M | YTD | 1Y | Market value | P/E | Yield | Next results |
|---|---|---|---|---|---|---|---|---|---|
| Sun International SUI | R44.63 | -0.73% | -9.8% | +16.2% | +11.4% | R10.7bn | 7.0x | 9.7% | – |
| Tsogo Sun TSG | R7.40 | 0.00% | +2.7% | +4.9% | +12.7% | R7.2bn | 5.9x | 8.1% | – |
| Southern Sun SSU | R10.03 | -0.69% | -2.1% | -2.1% | +17.2% | R13.0bn | 11.1x | 3.0% | – |
| City Lodge CLH | R4.36 | -2.46% | -0.9% | -15.8% | +7.4% | R2.4bn | 11.2x | 4.3% | – |
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.
Helps this segment when it rises (discretionary spend follows the mood).
Now: Shoppers more confident (-13 (Q3))
Weighs on this segment when it rises (customers borrow to buy, or value rides on rates).
Now: Rates rising (7.25%)
Helps this segment when it rises (moves with the wider economy).
Now: Growth slowing (0.9% (Q2))
Going outComing up
Wed, 30 Sept
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
- fashion and clothing retail
- ecommerce and platform
- pharmacy and health retail
- home, furniture and building retail
- car dealer and motor 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.
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