A segment of commerce
JSE logistics and delivery shares.
Delivery and fleets: the supply chains and software behind every order.
Moving goodsThe companies
| Share | Price | Today | 1M | YTD | 1Y | Market value | P/E | Yield | Next results |
|---|---|---|---|---|---|---|---|---|---|
| Super Group SPG | R17.42 | +0.17% | -3.6% | -8.8% | +35.7% | R5.8bn | 5.2x | 3.2% | – |
| Karooooo KRO | R995.00 | -1.48% | -3.5% | +28.2% | -0.5% | R30.7bn | 30.0x | 2.4% | 13 Oct 2026 |
| Bidcorp BID | R437.98 | +0.07% | -2.7% | +3.8% | +1.3% | R146.4bn | 16.5x | 2.8% | – |
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 (moves with the wider economy).
Now: Growth slowing (0.9% (Q2))
Helps this segment when it rises (sells straight into household spending).
Now: Retail sales picking up (+3.4% (Jul))
Moving goodsComing up
Wed, 30 Sept
Tue, 13 Oct
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
- car dealer and motor retail
- shopping centre and retail property
- 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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