A segment of commerce
JSE shopping centre and retail property shares.
Malls and centres: the landlords whose rent depends on how their retail tenants trade.
Where we shopThe companies
| Share | Price | Today | 1M | YTD | 1Y | Market value | P/E | Yield | Next results |
|---|---|---|---|---|---|---|---|---|---|
| Hyprop HYP | R61.90 | +0.63% | +6.2% | +8.1% | +31.9% | R26.0bn | 6.9x | 5.7% | – |
| Resilient REIT RES | R76.93 | -0.65% | -1.8% | -4.4% | +19.4% | R25.7bn | 5.3x | 7.1% | – |
| Vukile VKE | R24.46 | +0.49% | +3.5% | -2.8% | +17.2% | R36.5bn | 5.5x | 5.9% | – |
| Fortress FFB | R25.25 | +0.12% | +5.7% | +5.6% | +9.4% | R32.4bn | 6.1x | 7.2% | – |
| Fairvest FTB | R7.02 | -1.27% | +1.4% | -2.4% | +27.2% | R14.8bn | 3.9x | 7.3% | – |
| Exemplar REITail EXP | R18.16 | 0.00% | +9988.9% | +32.1% | +13107.3% | R6.2bn | 4.4x | 9.7% | – |
| Attacq ATT | R18.01 | +0.78% | +7.9% | +10.2% | +30.1% | R12.6bn | 8.9x | 6.0% | – |
| NEPI Rockcastle NRP | R143.52 | +0.36% | -5.6% | -1.6% | +3.8% | R101.5bn | 10.5x | 7.5% | – |
| Lighthouse Properties LTE | R8.15 | -0.85% | -0.1% | -3.6% | +3.8% | R17.2bn | 8.6x | 6.7% | – |
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%)
Helps this segment when it rises (sells straight into household spending).
Now: Retail sales picking up (+3.4% (Jul))
Where we shopComing up
Wed, 07 Oct
- DividendHyprop (HYP) goes ex-dividend
Wed, 07 Oct
- DividendAttacq (ATT) goes ex-dividend
Wed, 14 Oct
- DividendFortress (FFB) 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
- car dealer and motor retail
- 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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