Equity Axis

30/07/2025

Highlights 30.07.25
✳️ Moves to Reduce Levies on Companies
✳️Tigere Flags Illicit Capital Flows in Stella HY Performance
✳️Record Lager Sales Fuel Delta’s Q1 Revenue Surge
✳️ Threaten South Africa’s Critical Mineral Exports
✳️ Faces Possible 25% US Tariffs

30/07/2025

Zimbabwe's Inflation Soars in ZiG, USD Terms: Widens Gap with SADC Peers
✳️📈 inflation jumped to 95.8% in July 2025, while rose to 14.4%.
✳️ Driven by , shifts, and reliance.

Zimbabwe’s inflation in July surged in both ZiG terms and US dollar terms driven by a unique blend of domestic policy shifts and external pressures. According to the latest trade data from Zimstat, a

30/07/2025

Record Winter Lager Sales Fuel Delta’s Q1 Revenue Surge
✳️🍺 Delta’s Q1 2025 revenue rose 25% YoY, driven by strong volume growth—lager volumes up 19% to winter highs.
✳️💵 85% USD sales, Afdis growth & Schweppes boost helped cushion inflation risks.

Delta Corporation, Zimbabwe’s largest beverage manufacturer has recorded a 25% year on year increase in revenue for the first quarter ended 30 June 2025 according to its latest update. The growth was

30/07/2025

Afdis Toasts Record Q1 Growth: Anti-Smuggling Blitz Fuels Turnover Surge
✳️ turnover jumped 51% to US\$19M, boosted by anti-smuggling efforts and 40% volume growth.
✳️ Strong demand saw RTDs up 45%, 36%, 25%; reforms support formalisation.

Afdis, Zimbabwe’s leading spirits and wine producer, has commended the government’s anti-smuggling initiatives, which have significantly boosted the company’s performance in the first quarter ending J

30/07/2025

🎙️ Zim’s economic strain & regional shifts 📊

👉 This week:
✨ SA sanctions risk & Zim fallout
✨ delists, OK Zim sells assets
✨ & lithium sector struggles
✨ plant uncertainty
✨ debate
✨ ’s digital boom & trends

📊 **Tune in now!**

🔗 https://podcasts.apple.com/zw/podcast/episode-29-sa-usa-sanctions-shock-zimbabwes-economic-risk/id1790916388?i=1000719768385

29/07/2025

This week's issue of The Axis Top story

✳️ SA- USA Sanctions Shock Zimbabwe’s Economic Risk

🔗 https://anyflip.com/fqcci/jfhq/

29/07/2025

Illicit Capital Floods Zimbabwe’s REITs: Tigere Maintains Full Occupancy Amid Concerns
✳️Illicit inflows & arbitrage are flooding Zim’s urban property market, per REIT.
✳️High demand for USD-yielding assets from & drives occupancy.

A concerning surge in illicit capital inflows and fuel arbitrage, is increasingly being channelled into Zimbabwe’s urban commercial property market, including the real estate investment trust (REIT) s

29/07/2025

Highlights 29.07.25
✳️ ’s Exports Flirt with 400 Million in June
✳️ Deficit Expands to $158 Million on Wheat Imports
✳️Annual Inflation Hits 95.8% in July
✳️ Secures $582 Million Loan from Germany
✳️US-China Trade Talks Continue as Deadline Looms

29/07/2025

Controlled Exchange Rates, ZiG Devaluation Sink Meikles into FY2025 Financial Loss
✳️ swung to a ZWG 264M loss in FY25, down from a ZWG 405M profit.
✳️ dipped 2%, hit by exchange rate issues and slowdown; focus shifts to town stores.

Meikles Limited, Zimbabwe’s second-largest retailer by store count, reported a significant financial setback in FY2025, plunging into a loss of ZWG 264 million from continuing operations, a contrast t

29/07/2025

Gold Weeky Review: Why Gold is Your Safety Net Despite Private Credit Boom
✳️Alternative assets projected to hit \$30T by 2029, led by \$12T in private equity.
✳️ stands out as a safe haven—5–8% allocation can lower risk while boosting returns.

Alternative assets, like private equity, private credit, and hedge funds, are becoming a bigger part of how people invest their money. Experts predict that by 2029, these assets could be worth nearly

28/07/2025

WATCH: "The sugar tax continues to have a significant impact on margins, rendering soft drinks uncompetitive and encouraging imports." Delta Corporation In The Community speaks.