Afrimat Limited · JSE:AFT
Afrimat — Investor Presentation (December 2020)
10 slides from Afrimat's investor presentation, December 2020
Slide 1: Afrimat Construction Index Quarter 3 2020
Afrimat Construction Index Quarter 3 | 2020 Dr Roelof Botha
Slide 2: Afrimat Construction Index (ACI) – 3rd quarter 2020
2 Afrimat Construction Index (ACI) – 3rd quarter 2020 Index; Q1 2011=100 140 130 4Q average 120 110 100 90 80 70 60
Slide 3: Building material sales at current prices (monthly avg.)
3 Building material sales at current prices (monthly avg.) (Source: Stats SA) R-million 1100 1000 900 800 700 600 500
Slide 4: Index of the volume of building materials produced
4 Index of the volume of building materials produced (Sources: Stats SA; own calculations) Index; Q1 2011 = 100 140 120 4Q avg. 100 80 60 40
Slide 5: Value of building plans passed & buildings completed (current prices)
5 Value of building plans passed & buildings completed (current prices) (Source: Stats SA) R billion 35 30 Plans 25 20 Completed 15 10 5 0
Slide 6: Remuneration of employees in construction
6 Remuneration of employees in construction (Source: Stats SA) R-billion at current prices 25 24 23 22 21 20 19 18 17 16 15
Slide 7: Hardware retail sales at current prices
7 Hardware retail sales at current prices (Source: Stats SA) R-million 9000 R7.7 bn 8000 7000 6000 5000 4000 3000 2000 1000 0
Slide 8: Real wholesale trade sales – construction & building materials
8 Real wholesale trade sales – construction & building materials (Sources: Stats SA; own calculations) R-billion at constant 2020 prices 40 R36.5 bn 35 30 25 20 15
Slide 9: Absa/Stellenbosch BER Purchasing Managers' Index (PMI)
9 Absa/Stellenbosch BER Purchasing Managers’ Index (PMI) (Sources: BER; own calculations) Index average (50 = neutral) 56 54 52 Neutral level 50 48 46 44 42
Slide 10: Prime rate and the CPI
10 Prime rate and the CPI (Sources: Stats SA; SARB; own calculations) % 11 10 9 Prime 8 7 Upper target range for CPI 6 5 4 CPI 3 2