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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

AbbVie Stock: Buy, Sell, or Hold in October?
2026-09-30 16:30 • The Motley Fool Positive Axe Cap view: Selective

AbbVie, a pharmaceutical giant with 53 consecutive years of dividend increases, remains a stable long-term investment despite losing U.S. patent exclusivity for its blockbuster drug Humira in 2023. The company has offset this decline through new immunology drugs (Skyrizi and Rinvoq) and strategic acquisitions including Allergan (Botox). Analysts project 9% revenue CAGR and 21% adjusted EPS CAGR from 2025-2028. At $264 per share with a 2.6% forward yield and 16x forward P/E, the stock is reasonably valued for buy-and-hold investors.

Axe note: Despite losing Humira exclusivity, AbbVie’s growth prospects and dividend track record remain solid.

Alphatec CEO Miles Patrick Purchases 115,000 Shares for $1 Million. Is the Medical Tech Stock Now a Buy?
2026-09-30 16:28 • The Motley Fool Positive Axe Cap view: Selective

Alphatec Holdings CEO Miles Patrick purchased approximately 115,000 shares worth $1 million at a weighted average price of $8.81 per share on September 10, 2026. This insider buy increased his total beneficial ownership to 6.2 million shares worth $54.41 million. The article interprets this as a bullish signal, noting that insider purchases typically indicate confidence in future stock price appreciation. The company reported strong Q2 results with 15% sales growth and expanding surgeon adoption of its spinal surgery solutions.

Axe note: Alphatec CEO's $1 million share purchase highlights confidence amid mixed performance.

Why This Cybersecurity Stock Belongs in Every Millionaire-in-the-Making Portfolio
2026-09-30 16:28 • The Motley Fool Positive Axe Cap view: Selective

CrowdStrike is highlighted as a premier cybersecurity stock positioned to outpace the industry's expected 13.8% annual growth rate. The company reported 26% year-over-year revenue growth to $1.47 billion and $5.84 billion in annual recurring revenue. However, the stock trades at a premium valuation of 43x projected revenue, which could limit short-term upside and increase volatility risk.

Axe note: CrowdStrike’s rapid revenue and recurring revenue growth stand out, yet its premium valuation demands caution.

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