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

2026-09-05 07:02 • The Motley Fool Positive Axe Cap view: Selective

Atlassian's stock surged 92% in August after delivering strong Q4 fiscal 2026 earnings that significantly exceeded expectations. The company reported 28% revenue growth to $1.77 billion and 98% EPS growth to $1.87, driven by robust demand for its workplace collaboration software and successful AI integration. With record large-deal activity, growing subscription ARR of $6.6 billion, and positive fiscal 2027 guidance, analysts upgraded the stock, though it's no longer considered a bargain at 28x forward earnings.

Axe note: Atlassian's sharp rise on strong earnings and AI bets signals tech growth but with little direct impact on the JSE.

2026-09-05 04:15 • The Motley Fool Neutral Axe Cap view: Selective

Bitcoin is recommended as the top cryptocurrency choice due to its unique combination of upside potential and downside protection. Despite being down 9% in 2026, Bitcoin has delivered exponential gains over the past decade, with triple-digit returns in six of the past ten years. The asset serves as a portfolio diversifier with low correlation to major asset classes and acts as a safe-haven asset during market instability. Multiple analysts project significant price appreciation, with targets ranging from $100,000 by year-end to $1 million by 2030.

Axe note: Bitcoin stands out as a rare crypto asset balancing growth and risk protection.

2026-09-05 02:15 • The Motley Fool Mixed Axe Cap view: Selective

Honeywell has completed its breakup into three separate companies: Honeywell Technologies (automation), Solstice Advanced Materials, and Honeywell Aerospace. The article recommends Honeywell Technologies as the best investment choice, as CEO Vimal Kapur chose to lead this division, which shows strong 16% order growth and benefits from AI-driven industrial automation trends. Honeywell Aerospace lowered guidance and appears to be off to a rocky start, while Solstice Advanced Materials, though performing well, is the smallest of the three.

Axe note: Honeywell’s split offers three distinct bets; the automation unit stands out for growth and leadership confidence.