Page 223 - Profile's Stock Exchange Handbook 2022 Issue 1
P. 223

Profile’s Stock Exchange Handbook: 2022 – Issue 1                       JSE – THU
       Fixed Ass   380 461  278 960  263 980  264 311  232 559  PER SHARE STATISTICS (cents per share)
       Inv & Loans  10 274  10 303  8 781  4 438  4 505  HEPS-C (ZARc)                305.00
       Tot Curr Ass  292 689  207 980  172 747  179 479  141 099  NAV PS (ZARc)      7 722.74
       Ord SH Int  444 432  351 409  322 771  324 872  296 903  Price High            6 280
       Minority Int  6 842  - 30 580  - 33 982  - 26 538  - 25 057  Price Low         3 550
       LT Liab     128 086  69 918  58 988  69 807  35 121  Price Prd End             6 275
       Tot Curr Liab  124 037  115 854  105 574  87 783  77 753  RATIOS
       PER SHARE STATISTICS (cents per share)     Ret on SH Fnd                        5.83
       HEPS-C (ZARc)  567.99  274.12  70.32  248.90  294.80  Oper Pft Mgn              9.85
       DPS (ZARc)   135.46  53.18  10.83  52.75  81.50  D:E                            0.63
       NAV PS (ZARc)  2 432.23 2 185.86 1 846.49 1 761.56 1 403.91  Current Ratio      1.97
       3 Yr Beta     1.19  0.74  - 0.17  - 0.44  - 0.88
       Price High    3 270  2 150  2 200  2 400  2 974       Tiger Brands Ltd.
       Price Low     1 350  860  1 600  1 550  1 160  TIG
       Price Prd End  2 070  1 481  2 120  1 750  1 940  ISIN: ZAE000071080  SHORT: TIGBRANDS  CODE: TBS
       RATIOS                                     REG NO: 1944/017881/06  FOUNDED: 1921  LISTED: 1944
       Ret on SH Fnd  29.15  17.13  2.90  17.09  24.89  NATURE OF BUSINESS: Tiger Brands is one of Africa’s largest, listed
                                                   manufacturers of fast-moving consumer goods (FMCG). Its core business
       Oper Pft Mgn  29.99  21.59  7.06  17.85  28.15  is manufacturing, marketing and distributing everyday branded food and
       D:E           0.32  0.39  0.38  0.40  0.29  beverages. Tiger Brands products are relevant across every meal occasion
       Current Ratio  2.36  1.80  1.64  2.04  1.81  and are well positioned to grow. The portfolio also includes leading brands
       Div Cover     4.09  4.94  5.30  4.72  3.62  in the home and personal care segments and Tiger Brands have a growing
                                                   presence in Africa
              Thungela Resources Ltd.             SECTOR: CnsStp—FoodBev&Tob—Food Producers—Food Products
                                                  NUMBER OF EMPLOYEES: 10 158
        THU                                       DIRECTORS: Doyle N P (CEO & FD), Ajukwu M (ind ne),
       ISIN: ZAE000296554  SHORT: THUNGELA  CODE: TGA
       REG NO: 2021/303811/06  FOUNDED: 2020  LISTED: 2021  BowmanMJ(ind ne), Fernandez C (ind ne), Klintworth G (ind ne),
       NATURE OF BUSINESS: The Group is one of the largest pure-play  Mashilwane E (ind ne), Sello Adv M (ind ne), WeberOM(ind ne),
        producers and exporters of thermal coal in South Africa based on aggregate  WilsonDG(ind ne), Fraser-Moleketi Dr G J (Chair Designate, ind ne),
                                                   Sita D (CFO)
        thermal coal reserves and marketable thermal coal production. The Group
        owns interests in, and produces its thermal coal predominantly from seven  MAJOR ORDINARY SHAREHOLDERS as at 31 Mar 2021
        mining operations, namely Goedehoop, Greenside, Isibonelo, Khwezela,  Silchester International Investors LLP  15.65%
        AAIC (operating the Zibulo colliery), Mafube Coal Mining (operating the  Public Investment Corporation Ltd.  12.68%
        Mafube colliery) and Butsanani Energy (operating the Rietvlei colliery)  Allan Gray (Pty) Ltd.  6.64%
        which consist of both underground and open cast mines located in the  POSTAL ADDRESS: PO Box 78056, Sandton, 2146
        Mpumalanga province of South Africa.      MORE INFO: www.sharedata.co.za/sdo/jse/TBS
       SECTOR: Energy—Energy—OilGas&Coal—Coal     COMPANY SECRETARY: Kgosi Monaisa
       NUMBER OF EMPLOYEES: 7 525                 TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd.
       DIRECTORS: French S (ne), KodisangBM(ind ne), Mzondeki K (ind ne),  SPONSOR: JP Morgan Equities South Africa Ltd.
        SetiloaneTML(ind ne), Ntsaluba S S (Chair, ne), Ndlovu J (CEO, Zim),  AUDITORS: Ernst & Young Inc.
        Smith D (CFO)                             CAPITAL STRUCTURE   AUTHORISED     ISSUED
       MAJOR ORDINARY SHAREHOLDERS as at 21 Dec 2021  TBS  Ords 10c ea  250 000 000  189 818 926
         Public Investment Corporation     8.00%
         Fairtree Asset Management (Pty) Ltd.  5.35%  DISTRIBUTIONS [ZARc]
         BlackRock Inc.                    3.81%  Ords 10c ea           Ldt     Pay    Amt
       POSTAL ADDRESS: PO Box 1521, Saxonwold, 2132  Final No 153    11 Jan 22  17 Jan 22  506.00
       MORE INFO: www.sharedata.co.za/sdo/jse/TGA  Interim No 152    29 Jun 21  5 Jul 21  320.00
       COMPANY SECRETARY: Francois Klem           LIQUIDITY: Jan22 Avg 2m shares p.w., R367.8m(50.9% p.a.)
       TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd.
                                                          FOOD       40 Week MA  TIGBRANDS
       SPONSOR:RandMerchantBank(AdivisionofFirstRandBankLtd.(SA))
       AUDITORS: PwC Inc.                                                              47001
       CAPITAL STRUCTURE   AUTHORISED     ISSUED
                                                                                       40629
       TGA  Ords no par value  10 000 000 000  136 311 808
       LIQUIDITY: Jan22 Avg 6m shares p.w., R347.2m(239.6% p.a.)                       34257
               OILP       80 Day MA   THUNGELA
                                                                                       27885
                                           10066
                                                                                       21513
                                           8561
                                                                                       15141
                                                     2017  |  2018  |  2019  |  2020  |  2021
                                           7056
                                                  NOTES: On 29 April 2019, Tiger Brands underwent an unbundling whereby
                                                   shareholders received 25.86927 unbundled shares in Oceana Group Ltd.
                                           5550
                                                   for every 100 shares held in Tiger Brands.
                                           4045   FINANCIAL STATISTICS
                                                  (R million)  Sep 21  Sep 20  Sep 19  Sep 18  Sep 17
                                           2540                 Final Final(rst) Final(rst) Final(rst)  Final
        Jun 21  |  Jul  |  Aug  |  Sep  |  Oct  |  Nov  |  Dec  |
                                                  Turnover     30 954  29 796  28 579  28 365  31 298
       FINANCIAL STATISTICS                       Op Inc        2 081  2 026  4 932  2 669  3 941
       (Amts in ZAR'000)                  Dec 21
                                          Interim  NetIntPd(Rcvd)  36  81   - 13  19   207
       Turnover                         10 046 000  Minority Int  29   26    28   30    19
       Op Inc                             990 000  Att Inc      1 893  1 014  3 863  2 401  3 119
                                                                1 592
                                                                           3 493
                                                                                      3 033
                                                                     1 151
                                                  TotCompIncLoss
                                                                                 2 323
       NetIntPd(Rcvd)                     143 000
       Minority Int                       118 000  Fixed Ass    5 481  5 059  4 976  4 599  4 588
       Att Inc                            233 000  Inv & Loans  3 047  2 855  2 732  5 102  4 720
                                                  Tot Curr Ass  11 362  10 618  11 213  10 763  11 030
       TotCompIncLoss                     289 000
       Fixed Ass                        10 745 000  Ord SH Int  15 555  15 628  15 244  17 302  16 804
                                                                            163
                                                                                  163
                                                                      159
                                                                                       257
                                                  Minority Int
                                                                 147
       Inv & Loans                        390 000
       Tot Curr Ass                      8 997 000  LT Liab     1 146  1 075  999  1 062  969
       Ord SH Int                       10 527 000  Tot Curr Liab  5 984  5 055  5 774  5 401  5 949
       Minority Int                      1 507 000  PER SHARE STATISTICS (cents per share)
       LT Liab                           7 506 000  HEPS-C (ZARc)  1 127.30 1 196.10 1 555.50 1 632.80 2 154.68
       Tot Curr Liab                     4 572 000  DPS (ZARc)  826.00  670.00 1 061.00 1 080.00 1 080.00
                                                  NAV PS (ZARc)  8 194.65 8 233.16 8 031.02 9 115.00 8 748.80
                                                  3 Yr Beta     0.04  0.28  0.74  0.90  0.65
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