Page 218 - Stock Exchange Handbook 2020 - Issue 3

JSE – SAN Profile’s Stock Exchange Handbook: 2020 – Issue 3
SECTOR: Ind—Ind Goods&Srvcs—Ind Transportation—Marine Trans
Santam Ltd. NUMBER OF EMPLOYEES: 319
SAN DIRECTORS: GarnerE((ind ne), Ngubo E (ind ne), van Zyl A L,
ISIN: ZAE000093779 SHORT: SANTAM CODE: SNT Lombard W (Chair, ind ne), Gerber G (CEO), Herselman R (Group FD)
REG NO: 1918/001680/06 FOUNDED: 1918 LISTED: 1964
NATURE OF BUSINESS: Santam is a multinational general insurance group MAJOR ORDINARY SHAREHOLDERS as at 29 Feb 2020 11.28%
A L van Zyl
that writes insurance business in South African and Namibia and has Barca Capital 11.16%
investments and clients in a further 31 countries. It is the leading general POSTAL ADDRESS: PO Box 6148, Durban, 4000
insurer in South Africa with a market share of more than 22%. The group
provides a diversified range of general insurance products and services through MORE INFO: www.sharedata.co.za/sdo/jse/SNV
a network of 2 700 intermediaries and direct channels. The group boasts more COMPANY SECRETARY: J A Lupton
than 1 million policyholders, ranging from individuals to commercial and TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd.
specialist business owners and institutions in South Africa. SPONSOR: River Group
SECTOR: Fins—Insurance—Nonlife Insurance—Property&Casualty AUDITORS: Moore Stephens
NUMBER OF EMPLOYEES: 6 177
CAPITAL STRUCTURE AUTHORISED ISSUED
DIRECTORS: CampbellB(ind ne), Fandeso M P (ld ind ne), Marole M L (ind ne), SNV Ords no par 300 000 000 161 361 045
Ngulube J J (ne), Reyneke M J (ind ne), Speckmann P (ind ne),
Khanyile V P (Chair, ind ne), Lambrechts L (CEO), Nel H D (CFO) DISTRIBUTIONS [ZARc]
Ords no par Ldt Pay Amt
MAJOR ORDINARY SHAREHOLDERS as at 31 Dec 2019
Sanlam Ltd. 58.95% Final No 7 25 Jun 19 1 Jul 19 7.50
Government Employees Pension Fund 5.20% Final No 6 26 Jun 18 2 Jul 18 7.00
POSTAL ADDRESS: PO Box 3881, Tyger Valley, 7536 LIQUIDITY: Jul20 Ave 610 779 shares p.w., R1.2m(19.7% p.a.)
MORE INFO: www.sharedata.co.za/sdo/jse/SNT
IIND 40 Week MA SANTOVA
COMPANY SECRETARY: Masood Allie
TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd.
SPONSOR: Investec Bank Ltd.
AUDITORS: PwC Inc. 375
313
CAPITAL STRUCTURE AUTHORISED ISSUED
SNT Ords no par value 150 000 000 115 131 417
250
DISTRIBUTIONS [ZARc]
Ords no par value Ldt Pay Amt
Final No 132 24 Mar 20 30 Mar 20 718.00 188
Interim No 131 17 Sep 19 23 Sep 19 392.00
125
LIQUIDITY: Jul20 Ave 252 813 shares p.w., R73.8m(11.4% p.a.) 2015 | 2016 | 2017 | 2018 | 2019 |
NLIF 40 Week MA SANTAM FINANCIAL STATISTICS
(Amts in ZAR’000)
34368 Feb 20 Feb 19 Feb 18 Feb 17 Feb 16
Final Final Final(rst) Final Final
30914 Turnover 413 826 342 234 329 277 315 415 278 655
Op Inc 89 856 86 144 100 656 96 783 70 786
27461 NetIntPd(Rcvd) 7 440 5 524 5 719 8 760 4 050
Minority Int - 30 20 15 1 829 1 182
24007
Att Inc 65 022 61 094 71 252 62 791 48 713
TotCompIncLoss 87 214 95 082 67 370 - 14 282 92 709
20554
Fixed Ass 28 573 27 638 20 379 18 540 25 086
17100 Tot Curr Ass 771 822 742 197 750 381 682 807 760 944
2015 | 2016 | 2017 | 2018 | 2019 |
Ord SH Int 564 467 502 170 416 116 358 395 380 177
Minority Int 66 87 56 7 172 6 238
FINANCIAL STATISTICS
(R million)
LT Liab 67 195 53 958 22 323 38 930 76 329
Dec 19
Dec 18
Dec 16
Dec 15
Dec 17
Final Final Final(rst) Final Final Tot Curr Liab 538 453 480 762 525 881 491 575 560 421
Gross Premiums 35 852 33 109 29 720 25 909 24 319
Total Inc/Prem 28 867 26 630 25 188 21 995 21 204 PER SHARE STATISTICS (cents per share)
Claims & Costs 25 258 23 136 22 637 19 995 18 197 HEPS-C (ZARc) 40.78 38.21 44.84 39.89 34.58
Minority Int 122 102 140 119 116 DPS (ZARc) - 7.50 7.00 6.25 5.50
Attrib Inc 2 199 2 427 1 667 1 212 2 348 NAV PS (ZARc) 349.82 311.21 259.70 226.48 245.19
TotCompIncLoss 2 006 2 653 1 684 739 2 724 3 Yr Beta 0.34 0.49 0.35 0.85 0.97
Ord SH Int 9 542 8 857 7 418 6 876 8 081 Price High 290 450 357 609 480
Minority Int 521 508 506 469 466 Price Low 145 225 270 301 13
Long-Term Liab 32 932 28 717 25 669 4 633 3 667 Price Prd End 199 258 280 345 402
Cap Employed 43 073 38 163 33 680 12 079 12 321
Fixed Assets 984 142 135 106 90 RATIOS 11.51 12.17 17.12 17.68 12.91
Ret on SH Fnd
Investments 24 411 22 454 19 178 13 430 12 451
Current Assets 18 443 17 008 15 952 12 911 13 747 Oper Pft Mgn 21.71 25.17 30.57 30.68 25.40
Current Liab 6 161 6 935 5 579 17 197 15 537 D:E 0.57 0.63 0.73 0.79 0.93
Current Ratio 1.43 1.54 1.43 1.39 1.36
PER SHARE STATISTICS (cents per share) Div Cover - 5.09 6.41 6.38 6.27
HEPS-C (ZARc) 2 069.00 2 099.00 1 425.00 1 086.00 1 844.00
DPS (ZARc) 1 110.00 1 028.00 952.00 881.00 816.00
NAV PS (ZARc) 8 636.86 7 692.95 6 443.07 5 972.31 7 193.34 Sappi Ltd.
3 Yr Beta 0.03 0.08 0.66 0.86 0.43 SAP
Price Prd End 29 014 29 644 26 704 23 400 18 950 ISIN: ZAE000006284 SHORT: SAPPI CODE: SAP
Price High 34 499 35 000 28 250 24 997 24 500 REG NO: 1936/008963/06 FOUNDED: 1936 LISTED: 1937
Price Low 27 800 25 534 23 115 17 350 16 750 NATURE OF BUSINESS: Sappi is a global company with operations in
North America, Europe and Southern Africa and is focused on providing
RATIOS dissolving wood pulp, packaging and speciality papers, printing and
Ret on SH Fund 23.06 27.00 22.80 18.12 28.83 writing papers as well as biomaterials and biochemicals to Sappi’s direct
Ret on Tot Ass 7.73 8.13 7.00 7.46 11.55 and indirect customer base across more than 150 countries.
Debt:Equity 3.27 3.07 3.24 0.63 0.43 SECTOR: Basic Materials—Basic Resrcs—Forest&Paper—Paper
Solvency Mgn% 28.07 28.29 26.66 28.35 35.15
Payouts:Prem 0.55 0.56 0.69 0.66 0.57 NUMBER OF EMPLOYEES: 12 645
DIRECTORS: Beamish B R (ind ne), Fallon M A (ind ne, UK),
LopezJ(ind ne), Mageza Mr N P (ind ne), Malinga Z N (ind ne),
Santova Ltd. McKenzie J D (ld ind ne), Mehlomakulu Dr B (ind ne), Moosa M V (ne),
Osar KR(ind ne, USA), RendersRJAM(ind ne, Neth), Stipp J E (ind ne),
SAN
ISIN: ZAE000159711 SHORT: SANTOVA CODE: SNV Rudd Sir N (Chair, ind ne, UK), BinnieSR (CEO),PearceGT(CFO)
REG NO: 1998/018118/06 FOUNDED: 1998 LISTED: 2002 MAJOR ORDINARY SHAREHOLDERS as at 02 Jul 2020
NATURE OF BUSINESS: Santova is a specialist international trade Allan Gray (Pty) Ltd. 16.50%
solutions business listed on the South Africa stock exchange with offices Public Investment Corporation Group 13.60%
throughout South Africa, Mauritius, Australia, Germany, Netherlands, Prudential Investment Managers 12.70%
United Kingdom, Hong Kong and Mainland China. POSTAL ADDRESS: PO Box 52264, Saxonwold, 2132
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