Disruption in grocery retailing
A forgotten item on the shopping list used to mean another trip to your local store. Covid-19 has accelerated the development of online grocery apps to the point where three of the country’s four largest grocery retailers offer on-demand delivery. We explore how the online grocery environment has developed in South Africa over the past […]
Many more miles to go for food delivery
The global online food delivery market has grown at an impressive 80% per year since 2018. However, despite rapid growth it is still regarded as an emerging market, with online food delivery accounting for less than 10% of the total food service market (charted below). Market growth has been spurred on by the obvious convenience […]
Nisshinbo spins into the hydrogen economy
Nisshinbo Holdings is a Japanese company founded in 1907 as the Nisshin Cotton Spinning Company – a mass producer of cotton yarn. Today, it comprises a diverse group of businesses including TMD Friction, the leading producer of friction materials for the global automotive brake market, as well as a key supplier into the burgeoning hydrogen […]
Active management has positioned Anglo American well
Anglo American (Anglo) is a global mining and minerals processing company, operating in 15 countries, with a diversified commodity portfolio. The company is positioning itself to produce commodities that will aid the transition to a low carbon economy, while meeting the increasing consumption demands of growing economies. Boom to bust prompts strategy shift Since the […]
ABF is back in fashion
In 1935, Garfield Weston sought to expand his family’s already successful Canadian baking business by acquiring seven bakeries in the UK. This proved to be just the beginning of a bigger journey, culminating in the global food processing and retailing group known today as Associated British Foods (ABF), operating in 53 countries. The Weston family […]
Altron`s enormous value unlocking
The Allied Electronics Corporation (Altron) has been significantly reconfigured over the past five years, initially focussing on a reset of cost structures and the disposal of manufacturing-intensive businesses. The strategic focus was then shifted to information and communication technology (ICT) related businesses. The recent unbundling of their UK ICT-services company, Bytes Technology Group (Bytes UK), […]
Pepkor: convenience is king
Pepkor is a South African retail investment holding company whose most valuable assets are PEP and Ackermans, two of the country’s most successful clothing retailers. We take a deep dive into the operations of these retailers, unpacking the techniques employed to steadily expand their businesses and deliver value to customers. Pepkor at a glance Pepkor […]
Equites: enabling modern logistics
Equites Property Fund is the only specialist logistics Real Estate Investment Trust (REIT) listed on the JSE Securities Exchange, with a healthy track record of owning, developing and operating world-class properties in South Africa and the UK. We unpack Equites’ promising prospects, focusing on evolving supply chains and the impact of global e-commerce developments. Superior […]
A fertile future for potash
Potash is the name for the group of minerals that provide potassium to plants for stimulating growth. Essentially a potassium-rich salt, potash is used as a fertiliser. It is extracted from deep underground deposits that formed millions of years ago as the sea evaporated from inland seabeds, leaving layers of common salts behind. It plays […]
Afrox: geared for expansion
African Oxygen Limited, better known as Afrox, is a leading supplier of atmospheric gasses, liquid petroleum gas (LPG) and gas equipment in South Africa. It is currently controlled by the global industrial gases and engineering company, The Linde Group, who provide Afrox with technological, research and developmental support. Following a change of management in 2015, […]
