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JSE – COL Profile’s Stock Exchange Handbook: 2024 – Issue 3
Collins Property Group Ltd. Combined Motor Holdings Ltd.
COL COM
ISIN: ZAE000152658 SHORT: COLLINS CODE: CPP ISIN: ZAE000088050 SHORT: CMH CODE: CMH
REG NO: 1970/009054/06 FOUNDED: 1970 LISTED: 2000 REG NO: 1965/000270/06 FOUNDED: 1977 LISTED: 1987
NATURE OF BUSINESS: Collins Property Group Ltd. is an investment NATURE OF BUSINESS: The CMH Group comprises Combined Motor
holding company. Holdings Ltd. and its subsidiaries, operating in the retail motor, car hire
SECTOR: RealEstate—RealEstate—REITs—Industrial REITs and financial services segments. The Group operates only in South Africa,
NUMBER OF EMPLOYEES: 5 195 employing 2 204 people.
DIRECTORS: Coleman D (alt), Collins M (alt), Esterhuyse F H (ne), SECTOR: ConsDisr—Retail—Retailers—SpecialityRetaillers
Fenner R D (ind ne), Harrop D A, Makhunga B (ind ne), NUMBER OF EMPLOYEES: 2 204
Roelofse P J (ind ne), Templeton J W A (ne), Wiese Adv J D (alt), DIRECTORS: BarrittBWJ, JonesME(ind ne), KomaneRT(ind ne),
Wiese Dr C H (Chair, ne), Collins K (CEO), Lang G C (FD) MabenaJA(ind ne), Nkadimeng R (ind ne), Dixon J S (Chair, ind ne),
MAJOR ORDINARY SHAREHOLDERS as at 29 Feb 2024 McIntosh J D (CEO), Jackson S K (FD)
Granadino Investments (Pty) Ltd. 30.10% MAJOR ORDINARY SHAREHOLDERS as at 29 Feb 2024
U Reit Collins (Pty) Ltd. 21.80% Ninety One SA (Pty) Ltd. 6.45%
Redbill Holdings (Pty) Ltd. 10.30% POSTAL ADDRESS: PO Box 1033, Umhlanga Rocks, 4320
POSTAL ADDRESS: PO Box 6100, Parow East, 7501 MORE INFO: www.sharedata.co.za/sdo/jse/CMH
MORE INFO: www.sharedata.co.za/sdo/jse/CPP COMPANY SECRETARY: Priya Govind
COMPANY SECRETARY: Pieter Johan Janse van Rensburg TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd.
TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd. SPONSOR: PwC Corporate Finance (Pty) Ltd.
SPONSOR: Questco (Pty) Ltd. AUDITORS: KPMG Inc.
AUDITORS: PwC Inc.
CAPITAL STRUCTURE AUTHORISED ISSUED
CAPITAL STRUCTURE AUTHORISED ISSUED CMH Ords no par value 143 590 560 74 801 998
CPP Ords no par val - 334 097 767
DISTRIBUTIONS [ZARc]
DISTRIBUTIONS [ZARc] Ords no par value Ldt Pay Amt
Ords no par val Ldt Pay Amt Final No 71 11 Jun 24 18 Jun 24 220.00
Final No 17 11 Jun 24 18 Jun 24 50.00 Interim No 70 11 Dec 23 18 Dec 23 146.00
Interim No 16 16 Jan 24 22 Jan 24 40.00
LIQUIDITY: Jul24 Avg 164 856 shares p.w., R4.5m(11.5% p.a.)
LIQUIDITY: Jul24 Avg 88 267 shares p.w., R674 544.5(1.4% p.a.)
GERE 40 Week MA CMH
REIV 40 Week MA COLLINS
3178
1369
2714
1182
2250
995
1786
808
1322
621
858
2019 | 2020 | 2021 | 2022 | 2023 | 2024
434
2019 | 2020 | 2021 | 2022 | 2023 | 2024
NOTES: The listing of Collins’ shares will be transferred from the ‘Real Estate FINANCIAL STATISTICS
Holdings and Development’ subsector to the ‘Industrial REITs’ subsector (R million) Feb 24 Feb 23 Feb 22 Feb 21 Feb 20
witheffectfromthecommencementoftradeonMonday,18March2024. Final Final Final Final Final
Tradehold Ltd. renamed to Collins Property Group Ltd. on 13 June 2023. Turnover 12 840 12 434 11 168 8 580 11 156
FINANCIAL STATISTICS Op Inc 781 773 606 345 417
(million) Feb 24 Feb 23 Feb 22 Feb 21 Feb 20 NetIntPd(Rcvd) 224 153 96 111 155
Final Final Final(rst) Final(rst) Final Att Inc 408 443 375 169 191
Turnover 1 177 1 147 1 123 74 95 TotCompIncLoss 408 443 375 169 191
Op Inc 1 195 1 265 1 265 2 58 Fixed Ass 100 98 67 67 85
NetIntPd(Rcvd) 634 530 510 39 40 Tot Curr Ass 3 191 2 965 2 246 2 028 2 251
Minority Int 64 184 193 - 2 4 Ord SH Int 1 368 1 264 1 110 909 814
Att Inc 1 144 158 413 - 40 6 Minority Int - - - - 1
TotCompIncLoss 1 203 393 591 - 53 - 5 LT Liab 789 821 644 548 578
Fixed Ass 36 38 163 672 691 Tot Curr Liab 3 029 2 891 2 024 1 817 2 258
Inv & Loans 11 633 11 415 14 067 18 48 PER SHARE STATISTICS (cents per share)
Tot Curr Ass 376 549 1 174 55 58 HEPS-C (ZARc) 541.80 617.10 501.00 230.40 254.80
Ord SH Int 4 995 3 187 240 225 283 DPS (ZARc) 366.00 408.00 335.00 225.00 61.00
Minority Int 231 1 065 1 041 45 51 NAV PS (ZARc) 1 828.00 1 690.00 1 484.00 1 216.00 1 090.00
LT Liab 6 634 6 943 8 849 434 441 3 Yr Beta 0.05 0.48 0.62 0.70 0.22
Tot Curr Liab 472 1 025 2 288 114 55 Price High 3 089 3 324 2 999 1 898 2 400
PER SHARE STATISTICS (cents per share) Price Low 2 426 2 371 1 550 853 1 777
HEPS-C (ZARc) 112.00 45.00 124.00 - 40.51 177.08 Price Prd End 2 650 2 868 2 799 1 550 1 840
DPS (ZARc) 50.00 30.00 60.00 60.00 30.00 RATIOS
NAV PS (ZARc) 1 515.00 1 240.00 1 947.00 1 846.09 2 186.52 Ret on SH Fnd 29.87 35.08 33.76 18.56 23.36
3 Yr Beta 0.29 - 0.16 0.21 0.27 0.54 Oper Pft Mgn 6.08 6.22 5.43 4.02 3.74
Price High 850 1 435 1 099 1 075 1 315 D:E 0.58 0.65 0.58 1.10 1.44
Price Low 600 653 751 612 825 Current Ratio 1.05 1.03 1.11 1.12 1.00
Price Prd End 763 700 951 810 950 Div Cover 1.49 1.45 1.50 1.00 4.18
RATIOS
Ret on SH Fnd 23.11 8.04 47.35 - 15.54 2.62
Oper Pft Mgn 101.54 110.29 112.68 2.38 61.44
D:E 1.30 1.80 7.28 1.70 1.19
Current Ratio 0.80 0.54 0.51 0.48 1.05
Div Cover 8.50 2.07 2.68 - 5.47 1.43
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