Company Discovery Limited

Equities

DSY

ZAE000022331

Life & Health Insurance

End-of-day quote Johannesburg S.E. 07:00:00 2024-03-27 pm EDT 5-day change 1st Jan Change
120.6 ZAR -2.74% Intraday chart for Discovery Limited -5.17% -16.04%

Business Summary

Discovery Limited is an insurance group organized around 2 areas of activity:

- health insurance and life insurance (61.4% of revenues): activity conducted in the United Kingdom (56% of revenues) and South Africa (44%) ;

- placement funds management (35.6%) ;

- other (3%).

Sales per Business

ZAR in Million2022Weight2023Weight Delta
Invest
34.6 %
18,874 28.1 % 29,599 34.6 % +56.82%
Health
26.1 %
19,504 29.0 % 22,362 26.1 % +14.65%
Life
19.7 %
14,752 21.9 % 16,845 19.7 % +14.19%
All Other
8.4 %
8,260 12.3 % 7,192 8.4 % -12.93%
Insure
5.8 %
4,688 7.0 % 4,939 5.8 % +5.35%
Vitality
3.0 %
2,339 3.5 % 2,573 3.0 % +10.00%
Bank
1.8 %
951 1.4 % 1,517 1.8 % +59.52%
Exceptional Items
0.7 %
-2,142 -3.2 % 612 0.7 % -128.57%

Sales per region

ZAR in Million2022Weight2023Weight Delta
South Africa
72.2 %
47,592 70.8 % 61,797 72.2 % +29.85%
United Kingdom
18.7 %
13,516 20.1 % 16,038 18.7 % +18.66%
Global
8.4 %
8,260 12.3 % 7,192 8.4 % -12.93%
Exceptional Items
0.7 %
-2,142 -3.2 % 612 0.7 % -128.57%

Managers

Managers TitleAgeSince
Founder 59 92-02-29
Founder 60 92-02-29
Director of Finance/CFO 59 17-04-30
Director/Board Member 53 02-12-31
Investor Relations Contact - -
Corporate Officer/Principal - 15-10-31
Corporate Secretary - 23-05-30

Members of the board

Members of the board TitleAgeSince
Chairman 65 19-02-28
Founder 60 92-02-29
Founder 59 92-02-29
Director of Finance/CFO 59 17-04-30
Director/Board Member 57 23-09-17
Director/Board Member 65 13-12-31
Director/Board Member 61 22-04-06
Director/Board Member 57 15-10-21
Director/Board Member - 23-09-17
Director/Board Member 53 02-12-31

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 676,374,092 536,079,281 ( 79.26 %) 14,722,817 ( 2.177 %) 78.33 %
Stock B 0 8,000,000 0 0

Shareholders

NameEquities%Valuation
Public Investment Corporation (SOC) Ltd.
7.578 %
51,254,365 7.578 % 363 M R
Baillie Gifford & Co.
7.461 %
50,465,898 7.461 % 358 M R
48,692,831 7.199 % 345 M R
48,592,931 7.184 % 344 M R
25,781,576 3.812 % 183 M R
Royal Bafokeng Holdings (Pty) Ltd.
3.502 %
23,684,954 3.502 % 168 M R
Comgest SA
2.864 %
19,372,623 2.864 % 137 M R
PSG Asset Management (Pty) Ltd.
1.342 %
9,078,524 1.342 % 64 M R
MFS International (UK) Ltd.
0.9468 %
6,403,782 0.9468 % 45 M R
ARK Investment Management LLC
0.5520 %
3,733,438 0.5520 % 26 M R
NameEquities%Valuation
PSG Asset Management (Pty) Ltd.
7.951 %
636,052 7.951 % 3 M R
500,000 6.250 % 3 M R
ALUWANI Capital Partners (Pty) Ltd.
4.961 %
396,859 4.961 % 2 M R
Investec Wealth & Investment Management (Pty) Ltd.
1.439 %
115,093 1.439 % 605 950 R
Ashburton Fund Managers (Pty) Ltd.
0.9478 %
75,823 0.9478 % 399 198 R
ABSA Investment Management Services Pty Ltd. (Invt Mgmt)
0.7057 %
56,453 0.7057 % 297 218 R
Cohesive Capital (Pty) Ltd.
0.2500 %
20,000 0.2500 % 105 297 R
Sanlam Multi Manager International (Pty) Ltd.
0.1652 %
13,216 0.1652 % 69 581 R
Boutique Collective Investments (RF) (Pty) Ltd.
0.1250 %
10,000 0.1250 % 52 649 R
Momentum Asset Management Pty Ltd.
0.0921 %
7,365 0.0921 % 38 776 R

Company contact information

Discovery Ltd.

1 Discovery Place

2146, Sandton

+27 11 529 2888

http://www.discovery.co.za
address Discovery Limited(DSY)

Group companies

NameCategory and Sector
Managed Health Care
Discovery Life Ltd.
Financial Conglomerates
Regional Banks

Sales per Business

Sales per region

Trading Rating
Investor Rating
ESG Refinitiv
B
More Ratings
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
4
Last Close Price
120.6 ZAR
Average target price
184.5 ZAR
Spread / Average Target
+52.96%
Consensus

Annual profits - Rate of surprise