Tuesday | 15 September 2026
Quick view | Selected indices
Cumulative returns
Indicators
CLOSING
1D%
1M%
6M%
YTD%
1Y%
5Y%
All Share
113,536.3
-1.41%
-0.46%
-1.21%
-1.98%
8.69%
76.57%
Top 40
106,066.2
-1.57%
-0.16%
-1.14%
-1.77%
9.31%
82.51%
Financial 15
25,530.5
-1.00%
-3.55%
4.25%
2.64%
17.31%
79.43%
Industrial 25
120,144.3
0.35%
-3.30%
-7.75%
-13.28%
-13.74%
48.45%
Resource 10
130,427.6
-3.51%
6.05%
0.15%
5.48%
30.95%
115.44%
Mid Cap
105,306.4
-0.85%
-0.47%
-5.48%
-7.21%
4.40%
39.64%
Small Cap
105,432.5
0.13%
-1.14%
1.03%
-2.33%
7.54%
76.31%
ALBI
1,417.0
-0.67%
-2.13%
3.90%
2.73%
13.32%
73.35%
STeFI
670.3
0.06%
0.58%
3.44%
4.82%
7.02%
40.57%
Discovery funds | Selected funds
Annualised returns
1Y%
3Y%
5Y%
Expected corporate releases | Selected items
CODE
TYPE
DATE
Attacq
ATT
Final
15 Sep
Pan African Resources plc
PAN
Final
16 Sep
Supermarket Income REIT plc
SRI
Final
16 Sep
2025 vs 2026
5-year normalised % performances
Equities | JSE All Share companies
Cumulative returns
Best one-day % performance
CLOSE
1D%
YTD%
1Y%
Omnia Holdings Ltd OMN
12464
5.92%
58.17%
70.16%
Karooooo Ltd KRO
105334
4.38%
34.61%
13.14%
British American Tob plc BTI
92987
3.77%
-1.21%
-5.27%
Grindrod Ltd GND
2652
3.15%
56.00%
67.95%
Anheuser-Busch InBev SA NV ANH
129696
3.10%
21.15%
27.15%
Worst one-day % performance
CLOSE
1D%
YTD%
1Y%
ASP ISOTOPES INC. ISO
5358
-7.81%
-45.05%
-65.13%
Sibanye Stillwater Ltd SSW
4784
-6.42%
-20.93%
25.14%
Northam Platinum Hldgs Ltd NPH
30286
-5.94%
-10.16%
34.03%
DRD Gold Ltd DRD
4123
-5.82%
-21.26%
6.26%
KAP Limited KAP
264
-5.71%
37.50%
56.21%
Market update | Selected headlines
South African equities retreated on Monday as global energy and interest-rate concerns dominated a session lacking major domestic economic releases. The JSE All Share fell 1.41% to 113,536.30, while the Top 40 declined 1.57% to 106,066.19. Precious Metals & Mining, Basic Materials, Retailers and Banks led losses, offset partly by gains in Beverages, Chemicals and Industrial Transportation. National Treasury also announced a three-year intervention to stabilise Johannesburg, while the Reserve Bank highlighted the economic cost of reduced domestic refining capacity.
Oil advanced on Tuesday as attacks on Saudi Arabian energy infrastructure intensified concerns over global supply. The East-West pipeline remained offline after disruptions, threatening a route capable of moving roughly 4 million barrels per day around the Strait of Hormuz. Vessel traffic through the Strait also fell below recent averages, adding to fears of tightening exports. Fresh Houthi attacks and postponed Gulf-Iran discussions compounded geopolitical uncertainty. Gold traded higher as investors sought defensive assets amid escalating regional tensions and volatile global financial conditions.
The rand weakened sharply on Monday as rising oil prices increased concern over South Africa’s imported-energy exposure and investors positioned for this week’s Federal Reserve meeting. The dollar remained firm near a two-week high on Tuesday, supported by higher Treasury yields and expectations of tighter US monetary policy. The dollar index stood at 99.55. Risk aversion also favoured the greenback as AI-linked equities weakened globally. The yen slipped around 0.2% from a seven-month high ahead of an anticipated Bank of Japan rate increase on Friday.
Normalised % performances comparison
In the news | Selected items
Solar SA Investments has made a firm cash proposal to acquire Omnia through a scheme of arrangement, offering R134.50 per eligible share. The offer values Omnia’s issued share capital at approximately R21.83 billion and would place the group under Solar Industries India if completed. The consideration stands 30.98% above Omnia’s 10 September closing price of R102.69 and 35.73% above the adjusted 30-day VWAP of R99.09. Implementation would result in Omnia leaving both the JSE and A2X. The transaction remains subject to shareholder and regulatory approvals, while holders representing approximately 19.57% of issued shares have indicated support under the current terms.
Pepkor maintained positive trading momentum through the ten months ended 31 July 2026, reporting revenue growth of 11.9%, or 7.3% excluding acquisitions. Like-for-like sales increased 3.1%, while the retailer said it continued to gain market share and improved its gross profit margin. Expansion remained underway across FoneYam and Abacus, with the PlusB banking proposition progressing according to plan and within target. Flash throughput rose 19.0% during the period. Pepkor also unlocked R2 billion of capital through a sale-and-leaseback transaction and confirmed its Chief Operating Officer succession as management approached the close of the 2026 financial year and continued executing its strategic priorities.
Quick view | Selected indices
Cumulative returns
Indicators
CLOSING
1D%
1M%
6M%
YTD%
1Y%
5Y%
S&P 500
7,619.98
-0.48%
-2.13%
14.89%
11.31%
15.73%
71.50%
Eurostoxx 50
6,257.30
-1.03%
-4.28%
9.44%
8.04%
16.07%
49.54%
FTSE
10,697.57
0.44%
-0.49%
4.25%
7.71%
15.23%
52.08%
Nikkei 225
63,492.99
-0.81%
-7.60%
17.97%
26.13%
41.83%
107.02%
Kospi
6,684.37
-3.26%
-4.21%
21.82%
58.62%
96.86%
112.28%
Brent Crude
106.18
1.69%
19.81%
2.27%
74.32%
58.76%
43.72%
Silver
63.24
-1.92%
-2.21%
-21.44%
-11.66%
49.90%
165.20%
Bitcoin
79,632.51
2.33%
25.88%
12.22%
-9.67%
-31.96%
70.81%
Discovery funds | Selected funds
Annualised returns
1Y%
3Y%
5Y%
In the news | Selected items
Realty Income and KKR are extending their partnership into Europe through a new euro-denominated joint venture built around an existing portfolio of European net lease properties. Capital accounts advised by KKR will invest €528 million for a 49% equity interest, while Realty Income will retain 51% and continue managing the assets through its European operating platform. The portfolio spans four markets and a diversified mix of industries and tenants. Management said the structure broadens Realty Income’s access to private capital while supporting continued regional expansion. The transaction is expected to close on 30 September 2026, subject to customary conditions, with Realty Income maintaining operational responsibility for the portfolio after completion.
Comcast’s NBC and Paramount Skydance are reviewing the future of SkyShowtime, their European streaming joint venture, as competitive conditions pressure the platform. The board has informed CEO Monty Sarhan that strategic alternatives are being considered, including a potential shutdown. Launched in 2022, SkyShowtime operates across 22 European markets, including Spain, Portugal, Denmark and Sweden, offering film and television content from the two media groups. Sarhan subsequently communicated the review to employees and acknowledged the uncertainty surrounding the process. No final decision has been announced, leaving the companies to assess whether the platform’s current structure remains viable as streaming operators across Europe continue confronting intense competition and challenging economics at scale.
1-Year performances
5-Year normalised % performances
Interest rates | Selected rates
DATE CHANGED
CURRENT
PREVIOUS
United States
Dec '25
3.50% - 3.75%
3.75% - 4.00%
United Kingdom
Aug '24
4.00%
4.25%
European
Sep ' 26
2.65%
2.40%
SA Repo Rate
May '26
7.00%
6.75%
SA Prime Rate
May '26
10.50%
10.25%
10-Year bond yields | Selected indicators
YIELD %
ONE DAY
ONE MONTH
ONE YEAR
5.01%%
4.00
31.00
94.00
5.37%%
2.00
33.00
70.00
3.51%%
1.00
31.00
80.00
3.00%%
3.00
13.00
142.00
9.00%%
9.00
35.00
-21.00
Economic calendar | Selected events and releases
Today's events and releases
TIME
PERIOD
EXP.
PREV.
Claimant Count Change UK
8:00
---
8.3K
-11.0K
Average Earnings Index 3m/y UK
8:00
---
0.039
0.041
Trade Balance EU
11:00
---
3.7B
1.8B
API Weekly Statistical Bulletin US
22:30
---
---
---
Previous session's released data
TIME
PERIOD
EXP.
PREV.
ECB President Lagarde Speaks EU
17:15
---
---
---
Market update | Selected headlines
European shares declined on Monday as technology weakness, higher bond yields and renewed energy inflation concerns weighed on sentiment. The STOXX 600 fell 0.5% to 635.99, although the FTSE and Switzerland’s SMI advanced 0.4% and 0.8%, respectively. ECB policymakers warned that rising oil and natural-gas prices could keep inflation above recently raised projections. Healthcare outperformed, gaining 2.7%, with GSK up 4.7% after positive lung-cancer trial results. Hugo Boss also announced chairman Stephan Sturm will step down as Frasers presses for control.
Wall Street closed lower on Monday as semiconductor and AI-related shares sold off after leading artificial-intelligence executives urged slower development. Nvidia and other chipmakers were among the major laggards. The 10-year Treasury yield briefly exceeded 5% for the first time since 2023, intensifying valuation pressure ahead of Wednesday’s Federal Reserve decision. Traders assigned a 90% probability to a 25-basis-point rate increase as elevated oil prices complicated the inflation outlook. Bank of America fell 5.1% after warning third-quarter investment-banking fees could decline by at least 10%.
Asian markets traded cautiously on Tuesday as Middle East risks, AI concerns and looming central-bank decisions constrained risk appetite. China’s industrial output grew 5.2% year on year in August, beating expectations for 4.8%, while retail sales rose only 0.4% and missed forecasts. Fixed-asset investment fell 7.2% over the first eight months, while new-home prices declined 0.1%, extending the property downturn. In Japan, attention remained on Friday’s Bank of Japan meeting, where a 25-basis-point increase to 1.25% is widely expected alongside signals of further tightening.
Normalised % performances comparison