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Clear market notes built around the JSE, the rand, and what matters locally.

Axe Capital Trading News shares simple market takes on the stories moving South African shares, the rand, and a handful of major currency pairs.

What you will find here:

1. JSE shares, South African companies, and the local knock-on effects of big market news.

2. The rand, interest rates, and a small group of forex pairs, with USD/ZAR at the centre.

3. Global stories only when they can actually change how a local investor might act.

Latest market stories

5.3% Yield and Still Worth Buying: The Dividend Stock I Keep Adding To
2026-08-08 23:15 The Motley Fool Positive Axe Cap view: Selective

Enbridge (ENB) is highlighted as an attractive dividend stock with a 5.3% yield and 31 years of consecutive annual dividend increases. The company operates pipelines, regulated natural gas utilities, and growing renewable energy assets, providing reliable cash flows despite energy sector volatility. The author continues reinvesting dividends to purchase additional shares, viewing it as a long-term holding suitable for conservative dividend investors.

Axe note: Enbridge stands out as a steady dividend pick with solid cash flow and a growing renewable footprint.

Chipotle Mexican Grill vs. Walt Disney: Comparing Revenue Trends Between These Consumer Companies
2026-08-08 23:03 The Motley Fool Positive Axe Cap view: Selective

Chipotle Mexican Grill and Walt Disney show different revenue growth patterns. Chipotle demonstrates consistent quarter-over-quarter revenue growth, reaching $3.3 billion in Q2 2026 with a 9% year-over-year increase, though it faces a short-term headwind from a Salmonella outbreak linked to jalapeƱo peppers. Disney's larger revenue base of $25.2 billion shows 7% year-over-year growth but exhibits more variable quarterly results due to seasonal fluctuations in its theme park and cruise businesses.

Axe note: Two US consumer giants show steady growth but with very different drivers and risks.

Griffon's CEO Sold Into an Earnings Pop. Here's What Long-Term Investors Should Know
2026-08-08 22:32 The Motley Fool Neutral Axe Cap view: Neutral

Griffon Corporation's CEO Ronald Kramer sold 100,000 shares on August 5 for $10.2 million at a weighted average price of $102.42 per share, timing the sale with strong earnings results. The company reported Q3 revenue growth of 7% to $481 million and swung to $66 million in income from continuing operations. Despite the sale, Kramer retains approximately $177.8 million in beneficial holdings across direct and indirect accounts, suggesting confidence in the company's long-term prospects.

Axe note: A CEO sell-off during strong Q3 results raises questions about Griffon's outlook.

What we follow

We keep the focus on JSE shares, the rand, and the currency moves that matter most to South African investors.

JSE and rand