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Message: [QUOTE="Queen, post: 86338, member: 27"] Market value ballooned fast, forcing money to pile into one stock and redraw the ZSE pecking order. Valuation spike and rerating [LIST] [*]Delta Corporation Limited saw its market value jump over US$550 million. [*]December 15, 2025, marked a value of US$964.78 million on ZSE. [*]End January lifted it to about US$1.53 billion. [*]Price-to-book climbed near 4.5x, flagging investor rerating. [/LIST] Capital rotation after Econet move [LIST] [*]Econet Wireless Zimbabwe planned delisting pushed cash elsewhere. [*]Investors steered funds toward Delta's defensive cash-generating model. [*]Analysts framed the move as portfolio reshuffling, not hype. [/LIST] Trading activity concentration [LIST] [*]IH Securities flagged Delta as a major liquidity magnet. [*]Total value traded hit US$164 million, leaping 84.3%. [*]Average daily turnover hovered near US$0.66 million. [*]Delta and Econet soaked up most trades combined. [/LIST] Earnings outlook and revenue [LIST] [*]Revenue aims at US$1 billion this fiscal year. [*]Prior year sat near US$807.47 million. [*]Interim results kept the upward path intact. [*]Innscor crossed US$1 billion in revenue earlier. [/LIST] Schweppes stake and market grip [LIST] [*]Delta Corporation Limited lifted its Schweppes holding to 69%. [*]Control gains tightened pricing and distribution leverage. [*]Diversified cash flows widened the moat. [/LIST] Liquidity and balance strength [LIST] [*]Cash balances jumped nearly 82.4% midyear. [*]Holdings reached about US$50.34 million. [*]Current ratio held near 1.54 times. [*]Defensive appeal pulled institutions hunting stability. [/LIST] Capacity expansion projects [LIST] [*]Belmont brewhouse and Southerton plant builds kept rolling. [*]Lead times dragged, slowing full output. [*]Todd Moyo pitched demand capture and sales lift. [*]Maheu lines and glass bottles got upgrades. [/LIST] [/QUOTE]

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