Country Sentiment Dossier
South Africa sentiment intelligence
Company-news tone, narrative breadth, confidence, catalyst concentration and market confirmation examined as separate evidence layers.
Executive Evidence Brief
A balanced headline masks a selective company tape
Aggregate tone remains near neutral, so breadth, catalysts and company-level outliers carry more information than the headline score alone.
Evidence that supports the read
Evidence confidence is 72/100 across 151 qualified equities.
Direct company coverage supplies 100% of the measured article set.
Positive one-week price responses appear across 58% of measured equities.
Conditions that limit conviction
No material evidence constraint is currently dominant.
Narrative Breadth
How widely tone is shared
Score Distribution
Shape of the company tape
Evidence Quality
Reliability of the read
1681 relevant story observations across 1115 publisher signals. 100% is direct company evidence.
13-Week Trajectory
Weighted tone and participation
The path uses a fixed quality sample of up to 151 current constituents to keep the historical query reproducible. Earlier observations are not rewritten by later headlines.
Market Confirmation
How price is responding to the news tape
Price response is a diagnostic cross-check. It does not alter the sentiment score, so agreement and disagreement remain visible.
Internal Leadership
Sector map
Strongest tone
Real Estate52.523 equities · 68/100 confidenceConsumer Cyclical52.120 equities · 72/100 confidenceFinancial Services52.021 equities · 67/100 confidenceIndustrials51.921 equities · 65/100 confidenceBasic Materials51.731 equities · 70/100 confidenceHealthcare51.27 equities · 67/100 confidenceConsumer Defensive50.515 equities · 73/100 confidenceTechnology49.46 equities · 66/100 confidenceWeakest tone
Technology49.46 equities · 66/100 confidenceConsumer Defensive50.515 equities · 73/100 confidenceHealthcare51.27 equities · 67/100 confidenceBasic Materials51.731 equities · 70/100 confidenceIndustrials51.921 equities · 65/100 confidenceFinancial Services52.021 equities · 67/100 confidenceConsumer Cyclical52.120 equities · 72/100 confidenceReal Estate52.523 equities · 68/100 confidence2 thin groups are withheld because they contain fewer than 5 qualified securities.
Narrative Dispersion
Industry map
Strongest tone
Department Stores53.85 equities · 71/100 confidenceReit - Retail53.67 equities · 71/100 confidenceAsset Management52.512 equities · 65/100 confidenceOther Precious Metals & Mining51.98 equities · 69/100 confidencePackaged Foods51.55 equities · 67/100 confidenceOther Industrial Metals & Mining51.57 equities · 62/100 confidenceGold51.35 equities · 67/100 confidenceReit - Diversified51.19 equities · 65/100 confidenceWeakest tone
Reit - Diversified51.19 equities · 65/100 confidenceGold51.35 equities · 67/100 confidenceOther Industrial Metals & Mining51.57 equities · 62/100 confidencePackaged Foods51.55 equities · 67/100 confidenceOther Precious Metals & Mining51.98 equities · 69/100 confidenceAsset Management52.512 equities · 65/100 confidenceReit - Retail53.67 equities · 71/100 confidenceDepartment Stores53.85 equities · 71/100 confidence53 thin groups are withheld because they contain fewer than 5 qualified securities.
Peer Comparison
Where this read sits in the ranked tape
Catalyst Lens
What is moving the narrative
Publisher Lens
Where the latest observations came from
Positioning Lens
What deserves attention
Security Evidence
The equities behind the read
Constructive leaders
News confirmed by price · +13.2% 1W
Analyst action · 63/100 confidence · 4 direct storiesPrice moving ahead of tone · +4.4% 1W
Market update · 72/100 confidence · 9 direct storiesNews confirmed by price · +3.0% 1W
Earnings · 41/100 confidence · 2 direct storiesPrice moving ahead of tone · +20.5% 1W
Earnings · 75/100 confidence · 34 direct storiesBalanced read · +3.4% 1W
Market update · 75/100 confidence · 22 direct storiesPrice moving ahead of tone · +5.7% 1W
Market update · 75/100 confidence · 21 direct storiesBalanced read · -3.6% 1W
Market update · 75/100 confidence · 18 direct storiesBalanced read · +1.5% 1W
Market update · 75/100 confidence · 17 direct storiesCautious laggards
Caution confirmed by price · -4.1% 1W
Earnings · 66/100 confidence · 6 direct storiesBad news being absorbed · +21.0% 1W
Analyst action · 48/100 confidence · 3 direct storiesPrice moving ahead of tone · +11.9% 1W
Earnings · 57/100 confidence · 2 direct storiesBalanced read · -1.9% 1W
Market update · 52/100 confidence · 3 direct storiesPrice moving ahead of tone · -8.0% 1W
Market update · 75/100 confidence · 16 direct storiesBalanced read · -0.6% 1W
Market update · 60/100 confidence · 4 direct storiesBalanced read · +0.0% 1W
Earnings · 36/100 confidence · 3 direct storiesPrice moving ahead of tone · -5.8% 1W
Market update · 75/100 confidence · 19 direct storiesAttention leaders
Price moving ahead of tone · +20.5% 1W
Earnings · 75/100 confidence · 34 direct storiesBalanced read · +0.0% 1W
Earnings · 75/100 confidence · 27 direct storiesBalanced read · -2.9% 1W
Market update · 75/100 confidence · 26 direct storiesBalanced read · -0.3% 1W
Market update · 75/100 confidence · 25 direct storiesBalanced read · +1.2% 1W
Market update · 75/100 confidence · 25 direct storiesBalanced read · +0.7% 1W
Market update · 75/100 confidence · 24 direct storiesBalanced read · +0.2% 1W
Market update · 75/100 confidence · 24 direct storiesPrice moving ahead of tone · +5.7% 1W
Market update · 75/100 confidence · 23 direct storiesLatest Evidence Ledger
Recent company-level observations
Anheuser-Busch InBev SA/NV (ABI.BR) stock price, news, quote and history
Market source · Earnings · Caution confirmed by price
66/100 confidence · 100% direct evidenceNewEdge Advisors LLC Has $5.40 Million Position in British American Tobacco p.l.c. $BTI
MarketBeat · Market update · Price moving ahead of tone
88/100 confidence · 100% direct evidenceGRINDROD LIMITED – Trading Statement for the six months ended 30 June 2026
Moneyweb · Market update · Price moving ahead of tone
49/100 confidence · 100% direct evidenceDow Jones Futures: 3 Nvidia Partners Lead Earnings Movers; CPI Inflation Data Due
Investor's Business Daily · Earnings · Balanced read
67/100 confidence · 100% direct evidenceGold Fields (NYSE: GFI) sees H1 2026 earnings jump and keeps 2026 gold output guidance
Stock Titan · Market update · Price moving ahead of tone
78/100 confidence · 100% direct evidenceS&P 500 Companies' Quarterly Earnings Growth Eases Amid Healthcare Drop, Oppenheimer Says
Market source · Earnings · Balanced read
78/100 confidence · 100% direct evidenceEarnings call transcript: PowerFleet Q1 2026 revenue miss sparks 25% stock drop
Investing.com · Earnings · Price moving ahead of tone
57/100 confidence · 100% direct evidenceQ2 Earnings Outperformers: Opendoor (NASDAQ:OPEN) And The Rest Of The Consumer Discretionary - Real Estate Services Stocks
StockStory · Market update · Balanced read
60/100 confidence · 100% direct evidencePSG Financial Services Limited Revenue Breakdown – JSE:KST
TradingView · Earnings · Balanced read
56/100 confidence · 100% direct evidenceSibanye Stillwater (JSE:SSW) Stock Fair Value Falls After Mixed Analyst Revisions
Market source · Analyst action · Bad news being absorbed
48/100 confidence · 100% direct evidenceWeaver Fintech Ltd. Revenue Breakdown – JSE:WVR
TradingView · Market update · Balanced read
77/100 confidence · 100% direct evidenceAdcorp Holdings Limited Revenue Breakdown – JSE:ADR
TradingView · Earnings · Balanced read
66/100 confidence · 100% direct evidenceTyson Foods, Inc. (TSN) Stock Price, News, Quote & History
Yahoo! Finance Canada · Market update · Balanced read
75/100 confidence · 100% direct evidenceCashbuild Limited Revenue Breakdown – JSE:CSB
TradingView · Market update · Balanced read
75/100 confidence · 100% direct evidenceLeadership Shifts Toward Quality Stocks? Sector ETFs to Play
TradingView · Market update · Balanced read
75/100 confidence · 100% direct evidenceWilson Bayly Holmes-Ovcon Limited Revenue Breakdown – JSE:WBO
TradingView · Market update · Balanced read
60/100 confidence · 100% direct evidenceREG - Ninety One PLC - TR-1 Notification & PDMR Shareholding
TradingView · Market update · Balanced read
75/100 confidence · 100% direct evidenceMaple Leaf Foods Inc. (MFI.TO) Stock Price, News, Quote & History
Yahoo! Finance Canada · Market update · Balanced read
75/100 confidence · 100% direct evidenceReproducible Method
How to read this dossier
The score measures the polarity of qualified published news after relevance, source quality, event importance and freshness weighting. It is centred at 50.
Breadth measures how widely constructive or cautious classifications are shared. A few extreme equities cannot create broad participation.
Confidence measures sample depth, direct-company coverage, publisher diversity, freshness and agreement. It is intentionally separate from direction.
Completed weekly price data tests whether the market confirms, rejects or absorbs the narrative. Price never feeds back into the sentiment score.
Unqualified ticker records are excluded, and subgroup maps require at least five qualified securities. Thin slices are disclosed instead of ranked.
This is a current evidence classification, not a forecast, target, recommendation or measure of investor positioning.