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- 🇿🇦 Mzansi Market Memo – Monday, 7 July 2025
🇿🇦 Mzansi Market Memo – Monday, 7 July 2025
The Outlook Issue – your weekly game plan before the JSE bell.
Rayhaan @ the Memo
July 07, 2025
Molo, gents and gentleladies.
It’s Monday — time to reset, refuel, and plot the week ahead. Markets are flat so far, but data and earnings are lining up. Let’s break it down so you can own the week.
As a reminder, on Mondays we take a look at what to expect in the week ahead and the past weekend’s key announcements. Tomorrow you’ll receive your daily dose as usual.
Let’s get to the money.
📊 Before the Bell – Market Pulse & Announcements
USD/ZAR: 17.54 — rand slightly firmer as traders await local data and U.S. inflation figures
2035 Government Bond Yield: ~9.83% — stable, but sensitive to inflation surprises
📌 Today’s Key Announcements (Monday, 7 July):
Dividends paid at 09:00 SAST: Clicks Group (R2.38), Mr Price (R5.93), Tiger Brands (R16.31 total), Vukile, Stor-Age, RFG Holdings
SENS Listings: Standard Bank note issue (SBC166); Nedbank equity-linked note (NNF171); Harcourt Street floating-rate note (H142T1) goes live today
Interest Payment: UsPlus Domestic Medium-Term Note program (coupon) scheduled for today
📈 YTD Performance Snapshot
Asset | Current Level | YTD Change (%) |
|---|---|---|
JSE All Share (J203) | 97,183 | +15.5 % |
Top 40 (J200) | 89,401 | +18.3 % |
Large Cap (J205) | 98,746 | +17.8 % |
Mid Cap (J201) | 99,188 | +10.8 % |
Small Cap (J202) | 93,481 | +0.2 % |
Gold (USD/oz) | 3,337.58 | +23 % |
Silver (USD/oz) | 36.93 | +27 % |
Platinum (USD/oz) | 1,397.00 | +44 % |
📆 Week Ahead Brief
📅 Tuesday – 8 July
SA Foreign Reserves
Earnings: Clicks Group (Interim results)
📅 Wednesday – 9 July
Manufacturing Output (StatsSA)
Earnings: Sirius Real Estate (Interim / AGM)
📅 Thursday – 10 July
Eskom Tariff Hearing
Earnings: Altvest Capital Ltd (AGM)
📅 Friday – 11 July
Mining Production & Trade Data
Earnings: Acision Ltd (Results); Sirius Real Estate (Confirm results)
📰 Headlines from the Weekend
🇿🇦 Miners vs Treasury
Chrome producers threaten job cuts if export tax moves ahead🏦 Bank sector outlook: flat
Fitch says SA banking will struggle with weak lending growth❄️ Cold snap hits the Cape
Sutherland and parts of the Highveld report snow and frost — Eskom load increases expected
😂 Monday Meme of the Day
Your desk that forgot what excitement feels like
🧠 Final Word
Sentiment is cautiously upbeat — with data and earnings ahead, the rand and SA Inc. stocks could swing. The resources sector remains the heartbeat of the JSE. Keep your eyes open and your stop-losses tighter than a municipal budget.
Mzansi Market Memo is compiled daily by Rayhaan @ the Memo for investors and operators who trade before the sun rises.
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This memo is for informational purposes only. Not financial advice. Still, we’d buy low and read high.
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