Page 106 - Profile's Stock Exchange Handbook - 2025 Issue 4
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JSE - COM                               Profile’s Stock Exchange Handbook: 2025 - Issue 4
                                                               opp
               Compagnie Financière                          C CONDUIT.inddd.
                                                                           t
                                                                   er 360 L
                    Richemont SA                  ISIN: ZAE000318531   SHORT: COPPER360   CODE: CPR
                                                  REG NO: 2021/609755/06   FOUNDED: 2021   LISTED: 2023
        ISIN: CH0210483332   SHORT: RICHEMONT   CODE: CFR  NATURE  OF  BUSINESS: The  group  produces  copper  from  copper
        REG NO: CH-170.3.013.862-4   FOUNDED: 1988   LISTED: 1988  oxide ore resources and is developing several projects to produce
        NATURE  OF  BUSINESS:  Richemont  is  one  of  the  world’s  leading   copper from sulphide ore.
         luxury  goods  groups.  The  Group’s  luxury  goods  interests   SECTOR: Basic Materials--Basic Resrcs--Ind Met & Min--Copper
         encompass some of the most prestigious names in the industry,   NUMBER OF EMPLOYEES: 201
         including Cartier, Van Cleef & Arpels, Piaget, Vacheron Constantin,   DIRECTORS: Bouwer B (ind ne), Delport L (ind ne), du Plessis L A S,
         Jaeger-LeCoultre,  IWC  Schaffhausen  and  Montblanc.  Each  of   Golding M (ind ne), Hayes S A (ne), Montshiwagae L (ind ne),
         Richemont’s Maisons represents a proud tradition of style, quality   Scott P (ind ne), van Niekerk A (ind ne), Smith R (Chair, ne),
         and craftsmanship which Richemont is committed to preserving.  Briggs G (Group CEO), Nel F (CFO)
        SECTOR: ConsDiscr--ConsumerProducts&Services--PersonalGoods--Luxury  MAJOR ORDINARY SHAREHOLDERS as at 28 Feb 2025
        NUMBER OF EMPLOYEES: 35 853                SA Hayes                          55.00%
        DIRECTORS: Arora N (ne, USA), Brendish C (ld ind ne, British), Eckert J    POSTAL ADDRESS: 1 Main Road, Nababeep, Northern Cape, 8265
         (ne, Swiss), Jin Dr K (ne, China), Luhabe W (ne), Moss J (ne, USA),   MORE INFO: www.sharedata.co.za/sdo/jse/CPR
         Nevistic Dr V (ne, Swiss), Pictet G (ne, Swiss), Ramos M (ne), Rupert A   COMPANY SECRETARY: Phillip Venter Attorneys
         (ne), Saage G (ne, USA), Thomas P (ne, France), Whitbread J (ne),    TRANSFER SECRETARY: JSE Investor Services (Pty) Ltd.
         Rupert J P (Chair, ne), Malherbe J (Dep Chair, ne), Schot B   SPONSOR: Bridge Capital Advisors (Pty) Ltd.
          (Dep Chair, ne), Bos N (CEO, France), Grund B (CFO, German)  AUDITORS: Moore Pretoria Inc.
        MAJOR ORDINARY SHAREHOLDERS as at 31 Mar 2025   CAPITAL STRUCTURE  Authorised  Issued
         Compagnie Financiere Rupert       51.00%
        POSTAL ADDRESS: 50 chemin de la Chênaie, CP 30, 1293 Bellevue,   CPR  Ords no par val    1 000 000 000     999 851 660
         Geneva, Switzerland                      LIQUIDITY: Oct25 Avg 3m shares p.w., R4.4m(13.9% p.a.)
        MORE INFO: www.sharedata.co.za/sdo/jse/CFR
        COMPANY SECRETARY: Swen H Grundmann         COPPER360  40 Week MA  INDM       1400
        TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd.                1200
        SPONSOR: Rand Merchant Bank (A division of FirstRand Bank Ltd.)
        AUDITORS: PwC SA                                                              1000
        CAPITAL STRUCTURE      Authorised  Issued                                     800
        CFR    A ords no par val     -     537 582 089                                600
        DISTRIBUTIONS [CHFc]                                                          400
        A Ords no par val  Ldt     Pay       Amt                                      200
        Final No 17    16 Sep 25  29 Sep 25  300.00                                   0
        Final No 16    18 Sep 24  30 Sep 24  275.00  Jul 2023 Oct 2023 Jan 2024 Apr 2024 Jul 2024 Oct 2024 Jan 2025 Apr 2025 Jul 2025 Oct 2025
        LIQUIDITY: Oct25 Avg 778 708 shares p.w., R2 456.9m(7.5% p.a.)  FINANCIAL STATISTICS
          RICHEMONT  40 Week MA  PERG             (R ‘000)           Feb 25   Feb 24   Feb 23
                                            400000                    Final  Final(rst)  Final
                                            350000  Turnover         143 748  31 984     -
                                                  Op Inc            - 370 297  - 95 980  - 1 633
                                            300000
                                                  NetIntPd(Rcvd)     69 614   8 157     87
                                            250000  Minority Int     - 2 443   - 46      -
                                                  Att Inc           - 318 769  - 64 771  - 1 255
                                            200000
                                                  TotCompIncLoss    - 321 212  - 64 817  -
                                            150000  Fixed Ass        395 550  322 799  431
                                            100000  Inv & Loans      27 607  228 468     -
         2021   2022   2023   2024   2025
                                                  Tot Curr Ass       256 239  71 652    22
        NOTE: On 18 April 2023 Compagnie Financiere Richemont SA   Ord SH Int  338 869  572 222  - 20 815
         converted its depositary receipts to A shares, depositary receipts   Minority Int  - 1 356  1 087  -
         were surrendered for A Shares in a ratio of 10 Depositary Receipts   LT Liab  282 046  174 927  -
         for one A Share. Historical financials were adjusted.  Tot Curr Liab  703 348  446 239  31 124
        FINANCIAL STATISTICS                      PER SHARE STATISTICS (cents per share)
        (EUR million)  Mar 25   Mar 24  Mar 23   Mar 22   Mar 21   HEPS-C (ZARc)  - 33.82  - 10.66  - 0.30
                     Final  Final  Final Final(rst)  Final  NAV PS (ZARc)  45.90  90.87  - 17.32
        Turnover     21 399  20 616  19 953  16 748  13 144  Price High  610  2 000      -
        Op Inc       4 467  4 794  5 031  3 753  1 478  Price Low      155     230       -
        NetIntPd(Rcvd)  53  178   314  841   - 25  Price Prd End       195     310       -
        Minority Int   - 1   - 7  - 12   5   - 12  RATIOS
        Att Inc      2 751  2 362  313  2 074  1 301
        TotCompIncLoss  3 121  2 669  668  3 045  1 090  Ret on SH Fnd  - 95.17  - 11.31  6.03
        Fixed Ass    4 049  3 637  3 343  3 122  2 583  Oper Pft Mgn  - 257.60  - 300.09  -
        Inv & Loans   222    32   34     -   220  D:E                 2.43     1.02    - 1.34
        Tot Curr Ass  27 716  29 451  27 244  25 325  21 127  Current Ratio  0.36  0.16  -
        Ord SH Int   22 099  20 521  18 959  19 814  17 774
        Minority Int   67   114   60    49   110     Coronation Fund Managers Ltd.
        LT Liab      9 065  10 254  9 560  9 616  9 339
        Tot Curr Liab  9 068  10 936  10 507  10 507  8 136  ISIN: ZAE000047353   SHORT: CORONAT   CODE: CML
        PER SHARE STATISTICS (cents per share)    REG NO: 1973/009318/06   FOUNDED: 1993   LISTED: 2003
        HEPS-C (ZARc)  13 057.66 13 000.74 11 843.07  6 489.50  4 432.50  NATURE OF BUSINESS: Coronation Fund Managers was founded in
        DPS (ZARc)  6 583.50  5 793.29 7 400.75  5 652.80  3 071.00  Cape Town, South Africa in 1993. The company is an investment-
        NAV PS (ZARc)  85 299.31 76 727.33 69 988.45 61 567.70 59 519.10  led, owner-managed business, with staff ownership of 25%. The
        3 Yr Beta     0.91  1.28  1.39  1.13  1.14  company is also an active investment manager with a long-term
        Price High  384 320  347 987  293 800  250 440  150 470  valuation-driven investment approach.
        Price Low   230 996  215 732  147 340  138 910  93 430  SECTOR: Fins--FinServcs--InvBnkng&BrokerServcs--AssMgrs&Custodians
        Price Prd End  316 982  288 745  283 450  189 120  142 430  NUMBER OF EMPLOYEES: 336
        RATIOS                                    DIRECTORS: Boyce L (ind ne), Brown N (ind ne), Conrad A (snr ind ne),
        Ret on SH Fnd  12.41  11.41  1.58  10.47  7.21  Hadebe P (ind ne), Nelson Dr H (ind ne), Nhlumayo M (ind ne),
        Oper Pft Mgn  20.87  23.25  25.21  22.41  11.24  Ntombela S (ld ind ne), Robertson C H (ind ne), Watson Prof A
        D:E           0.59  0.79  0.81  0.75  0.75  (Chair, ld ind ne), Pillay A (CEO)
        Current Ratio  3.06  2.69  2.59  2.41  2.60
        Div Cover     1.46  1.44  0.13  1.12  1.43
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