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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.

Coverage focus:

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 Finance Headlines

AST SpaceMobile Nears Commercial Launch: Is It Time To Buy The Dip?
2026-07-18 02:15 The Motley Fool Positive Axe Cap view: Selective

AST SpaceMobile is preparing to launch commercial satellite-based broadband services in early 2027, differentiating itself from Starlink through partnerships with major telecom providers like AT&T and Verizon. The company generated $15M in Q1 2026 revenue and projects $1B annual revenue post-launch, but faces execution risks. The stock has declined nearly 60% from recent highs, making it suitable only for aggressive investors willing to wait for proof of commercial viability.

Axe note: AST SpaceMobile’s planned commercial launch in 2027 offers growth but comes with steep execution risks and a volatile share price.

Etsy vs. Wayfair: Which Consumer Stock Is a Better Buy in 2026?
2026-07-18 02:07 The Motley Fool Positive Axe Cap view: Selective

Etsy and Wayfair represent different e-commerce strategies in the discretionary spending market. Etsy maintains profitability with a 5.7% net margin and asset-light model, while Wayfair generates higher revenue ($12.5B vs $2.9B) but remains unprofitable with a -2.5% net margin. The article recommends Etsy for conservative investors seeking steady cash flow and Wayfair for aggressive investors betting on housing market recovery.

Axe note: Etsy’s profitability contrasts with Wayfair’s growth gamble, making them suitable for different risk appetites.

The Most Overlooked Reason Eli Lilly Stock Keeps Surging -- and It Has Nothing to Do With Weight Loss
2026-07-18 01:15 The Motley Fool Positive Axe Cap view: Selective

While Eli Lilly's GLP-1 weight-loss drugs (Mounjaro and Zepbound) account for nearly two-thirds of revenues with strong growth, the company is strategically using profits from these drugs to build a diversified pipeline in immunology, oncology, and neuroscience through acquisitions like AtaiBeckley and Ventyx Biosciences. Non-weight-loss drugs are already showing 160% revenue growth, positioning Eli Lilly for long-term success beyond the limited patent life of GLP-1 drugs.

Axe note: Eli Lilly’s surge isn’t just about GLP-1 weight-loss drugs but smarter pipeline expansion—here’s why that matters for the rand and local markets.

Focus Areas

We keep the focus on JSE shares, the rand, and the currency moves that matter most to South African investors.

Market notes