Investor Mail

Investor Mail Where headlines meet investment insights
Updates on Botswana's finance, investment and global markets news, delivered straight to your mailboxπŸ—žοΈπŸ“Š We cover:

1.

Welcome to Investor Mail, your trusted premier source for in-depth analysis and news on investments, opportunities and financial markets in Botswana. We strive to provide insightful and up-to-date information that empowers both local and international readers, guiding them through the intricacies of this dynamic and burgeoning economy. Our

Our Vision: To be a leading trusted source of premier information for investors, regulators, researchers and DFIs. Our Mission: Our mission is to empower both local and international readers through integrity, professionalism, and insightful analysis, fostering prosperity in this dynamic nation. At Investor Mail, we're dedicated to delivering timely, unbiased information on Botswana's investment news, opportunities and financial markets. We are driven by a vision to be the trusted beacon for readers seeking to explore and capitalise on the wealth of opportunities in Botswana. With a rapidly growing economy, a stable political environment, and a robust infrastructure, Botswana stands as an investment destination of immense potential. We aim to shed light on this potential and foster a deeper understanding of the market landscape within the region. Values: Impact, Trust and Wealth

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Investors:

Individual investors looking for information to make informed investment decisions. Institutional investors such as hedge funds, mutual funds, and pension funds. Business Professionals:

Executives and decision-makers seeking insights into market trends and economic developments. Entrepreneurs and business owners looking for financial strategies and market intelligence. Financial Advisors:

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Those interested in the intersection of technology and finance, including developments in financial technology (fintech). International Investors:

Individuals and organizations interested in global markets and cross-border investment opportunities. Retirees and Pre-Retirees:

Individuals planning for or already in retirement seeking financial advice and updates on market conditions. Real Estate Professionals:

Professionals in the real estate industry interested in the impact of economic trends on property markets. What We Cover: A Comprehensive Insight into Botswana's Investment World

Investor Mail is your one-stop destination for a wide array of topics related to Botswana's investment and financial market landscape. Market Insights: Stay informed about the latest developments in Botswana's stock exchange, listed companies, Private Equity, Commodity markets, and currency fluctuations. We provide real-time market data and in-depth analysis to help you make informed investment decisions.

2. Investment Opportunities: Our team scours Botswana for the most promising investment prospects in the financial markets. We aim to bring you detailed insights into these opportunities.

3. Economic Analysis: Our expert writers enlist economists and financial analysts and industry experts and regulators to offer comprehensive reports on the economic conditions and policies shaping Botswana's investment climate. We delve into fiscal and monetary policies, trade agreements, and more.

5. Regulatory Updates: Stay up-to-date with the latest regulatory changes and legal aspects related to investments in Botswana. Our reports ensure you are well-informed about compliance and the legal framework.

6. Listed companies: We cover the performance of listed companies, be it share price or financial performance.

7. Pension Funds and Asset Management: We provide comprehensive and insightful reporting on various aspects related to pension systems, their management, and their impact on individuals and the broader economy.

8. Non-banking: We report on various non-banking financial services, including insurance companies, asset management firms, fintech companies, microlenders, and other alternative financial institutions.

9. Property and Infrastructure: Infrastructure involves providing comprehensive and insightful reporting on the real estate market, listed property companies, construction projects, urban development, and related topics. Why you should Join Us on Your Investment Journey

At Investor Mail, we believe in the power of knowledge. Whether you are a layman, investor, CEO, regulator or someone new to the world of finance, our platform is designed to be your go-to resource for navigating Botswana's finance and investment landscape. Follow us on social media to receive the latest updates and insights that will help you make informed investment decisions.

πŸ“ˆ ANGLO AMERICAN’S SHAREPRICE RUN ON THE BSE πŸ‡§πŸ‡ΌπŸ’° From P518.74 in January to P769.95 todayπŸš€ Price gain: +48.43% year to d...
11/08/2026

πŸ“ˆ ANGLO AMERICAN’S SHAREPRICE RUN ON THE BSE πŸ‡§πŸ‡Ό

πŸ’° From P518.74 in January to P769.95 today
πŸš€ Price gain: +48.43% year to date

Price Run by Month:

1️⃣ January: +23.35%
2️⃣ May: +8.23%
3️⃣ February: +6.50%
4️⃣ August so far: +4.40% (11 days in)

By Quarter:

1️⃣ Q1: +31.37%
2️⃣ Q2: +8.23%
3️⃣ Q3 so far: +4.40% (July flat, August 11 days in)

πŸ”΅ First half 2026: +42.18%
πŸ”΅ Second half so far: +4.40%

πŸ‡§πŸ‡Ό Continental Re is going public on the BSE Continental Reinsurance Holdings has announced that it is offering shares o...
11/08/2026

πŸ‡§πŸ‡Ό Continental Re is going public on the BSE

Continental Reinsurance Holdings has announced that it is offering shares on the Botswana Stock Exchange, and is set to become the first reinsurer ever listed on the BSE.

πŸ’΅ Price: P1.00 per share
🎫 Minimum offer per investor: 200 shares (P200)
⏳ Offer Closes: 16 September 2026
πŸ”” Listing of shares: 5 October 2026

The company want to raise P2.13bn in total through the listing of shares:

🌱 P409m will be used to fund the Group's growth
πŸšͺ P1.72bn buys out existing shareholders

⚠️ Not investment advice. Seek professional advise.

03/08/2026

πŸš€ Satrix S&P 500 ETF Climbs Into Top 5 Gainers on the BSE

The price of Satrix S&P 500 went up P3.60 today, closing today's trading day at P121.80, with investors trading more than P100,000 worth of units.

Today's gain means the S&P 500 ETF β€” which listed on 9 July β€” has joined the Top 5 Gainers for 2026. Its price has increased by 12.58% since listing last month.

πŸ† Top 5 Best Performers So Far in 2026:

1. Anglo β€” 42%
2. NewPalladium ETF β€” 16.73%
3. Primetime β€” 15.15%
4. Satrix S&P 500 β€” 12.85%
5. Satrix World ETFβ€” 10.69%

30/07/2026

More trading activity today on the newly listed ETFs on the BSE

πŸ”΅ Satrix S&P 500:
Price gained P1.80 to close at P118.20
Units traded: 250
Transactions: 16
Value: P29,550.00

🟒 Satrix MSCI Emerging Markets:
Price gained P2.39 to close at P79.76
Units traded: 380
Transactions: 6
Value: P30,308.80

🟣 Satrix MSCI World:
Price gained P2.69 to close at P105.84
Units traded: 380
Transactions: 1
Value: P40,219.20

All three ETFs closed higher today πŸ“ˆ

🟑 NewGold Also On the Trading Block
Price gained P52.27 to close at P572.83
Units traded: 102
Value of units traded: P58,428.15

23/07/2026

New Satrix ETFs Hit the BSE Trading Floor

All-new Satrix ETFs made their debut trades on the Botswana Stock Exchange today.

S&P 500
Units Traded: 256 units
Value: P29,798.40
Price Change: β–² P8.21 to P116.40

Satrix MSCI Emerging Market
Units Traded: 385 units
Value: P29,787.45
Price Change: β–² P3.43 to P77.37

Satrix MSCI World
Units Traded: 385 units
Value: P39,712.75
Price Change: β–² P7.53 to P103.15

Investing in the new Satrix S&P 500 ETF? There are resources to help you follow the world's most widely tracked stock ma...
13/07/2026

Investing in the new Satrix S&P 500 ETF?

There are resources to help you follow the world's most widely tracked stock market index.

S&P Dow Jones Indices, which maintains the S&P 500 Index, offers several free resources that anyone can access. See comment section.

BTC Financial Results Highlights (Year Ended 31 March 2026)πŸ’° Revenue: P1.470 billion, down 1.6% from P1.493 billionπŸ“‰ Pro...
13/07/2026

BTC Financial Results Highlights (Year Ended 31 March 2026)

πŸ’° Revenue: P1.470 billion, down 1.6% from P1.493 billion

πŸ“‰ Profit: P146.2 million, down from P266.6 million last year
↳ Driven by a P78 million rise in cost of goods sold and a P25.97 million rise in other expenses

πŸ’΅ Interestingly, cash from operations went UP from P290.1 million to P358.0 million

🧾 Money owed to BTC (receivables): Dropped sharply from P184.7 million to P25.7 million. CEO Jürgen Peschel says this is down to stronger collection efforts

πŸ—οΈ Big spend on the future:
↳ Property, plant & equipment purchase: Increased from P277.8m to P337.6m
↳ Intangible assets purchase: Increased from P17.8m to P118.5m
Management calls this "deliberate spending" and says results should start showing this financial year.

🏦 Cash reserves have been declining:

2024: P625.3m
2025: P442.4m
2026: P243.9m

πŸ’Έ Dividend for FY2026:
Final: P0.0112/share

πŸ“… Ex-dividend: 22 July | Register by: 24 July | Paid: 5 August 2026

Source of information: Financial Results

Satrix MSCI Emerging Markets Feeder ETF (SXBEMG)The Satrix MSCI Emerging Markets Feeder ETF gives local investors direct...
11/07/2026

Satrix MSCI Emerging Markets Feeder ETF (SXBEMG)

The Satrix MSCI Emerging Markets Feeder ETF gives local investors direct access to developing-market stocks in Botswana P**a.

Key Facts:

BSE Listing Date: 09 July 2026
Current Price (10 July 2026): P73.94
Annual Fee (TER): 0.40% (incl. VAT)
Distribution: Non-distributing (no dividend payouts; gains reinvested)
Benchmark: MSCI Emerging Markets IMI Index
Risk Profile: Aggressive

How it works: Satrix replicates the index by investing in the iShares Core MSCI EM IMI UCITS ETF

What is the MSCI Emerging Markets IMI Index?

πŸ“ˆ Covers a broad range of companies across 24 developing countries
πŸ“ˆ At least 99% coverage of listed equities in each included country

Sector mix (as of 31 May 2026)

πŸ“ˆ 41% Information Technology,
πŸ“ˆ17% Financials,
πŸ“ˆ 8% Consumer Discretionary,
πŸ“ˆ 8% Industrials, and the remainder spread across other sectors

Country split (as of 31 May 2026)

πŸ“ˆ27% Taiwan,
πŸ“ˆ 22% South Korea,
πŸ“ˆ 51% other developing markets

πŸ† Top 10 Companies in the Index (as of 31 May 2026)

1. Taiwan Semiconductor Manufacturing – 12.89%
2. Samsung Electronics Ltd – 6.84%
3. SK Hynix Inc – 5.95%
4. Tencent Holdings Ltd – 2.34%
5. Alibaba Group Holding Ltd – 1.80%
6. Mediatek Inc – 1.39%
7. Delta Electronics Inc – 1.07%
8. Hon Hai Precision Industry Ltd – 0.79%
9. Samsung Electronics Non-Voting PRE – 0.75%
10. China Construction Bank Corp H – 0.65%

Return profile attached.
Source: Satrix

Satrix MSCI World Feeder ETF (SXBWDM)The Satrix MSCI World Feeder ETF gives local investors direct access to global deve...
11/07/2026

Satrix MSCI World Feeder ETF (SXBWDM)

The Satrix MSCI World Feeder ETF gives local investors direct access to global developed-market stocks in Botswana P**a.

Key Facts:

BSE Listing Date: 9 July 2026
Current Price (10 July 2026): P95.62
Annual Fee (TER): 0.25% (incl. VAT)
Distribution: Non-distributing (no dividend payouts; gains reinvested)
Benchmark: MSCI World Index
Risk Profile: Aggressive

How it works: Satrix replicates the index by investing in the Amundi Core MSCI World UCITS ETF

What is the MSCI World Index?

πŸ“ˆ Covers a broad range of companies across 23 developed countries
πŸ“ˆ At least 85% coverage of listed equities in each included country

Sector mix (as of 31 May 2026)

πŸ“ˆ 30% Information Technology,
πŸ“ˆ 15 % Financials,
πŸ“ˆ11% Industrials,
πŸ“ˆ9% Consumer Discretionary, and the remainder spread across other sectors

Geographic split (as of 31 May 2026)

πŸ“ˆ 73% US,
πŸ“ˆ11% Europe ex-UK,
πŸ“ˆ13% other developed markets

Return profile attached.
Source: Satrix

Satrix S&P 500 Feeder ETF (SXB500)The Satrix S&P 500 Feeder ETF is now listed on the Botswana Stock Exchange (BSE), givi...
11/07/2026

Satrix S&P 500 Feeder ETF (SXB500)

The Satrix S&P 500 Feeder ETF is now listed on the Botswana Stock Exchange (BSE), giving local investors direct access to the US stock market in Botswana P**a.

Key Facts:

BSE Listing Date: 09 July 2026
Current Price (10 July 2026): P108.19
Annual Fee (TER): 0.25% (incl. VAT)
Distribution: Non-distributing (no dividend payouts; gains reinvested)
Benchmark: S&P 500 Index
Risk Profile: Aggressive

How it works: Tracks S&P 500

What is the S&P 500 Index?

πŸ“ˆ Tracks around 500 of the largest US companies
πŸ“ˆ Covers about 80% of total US stock market value
πŸ“ˆ 100% exposure to the United States

Sector mix (as of 31 May 2026):

πŸ“ˆ 38% Information Technology,
πŸ“ˆ11% Financials,
πŸ“ˆ 10% Communication Services,
πŸ“ˆ 9% Consumer Discretionary, and the remainder spread across other sectors

Return profile in Dollars and P**as attached.

Source: Satrix

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