Simon Shares
Simon Shares- PGMs are on the move, most notably palladium and rhodium. But the miners are not.
- Combined Motor Holdings* (JSE code: CMH) strong trading update.
- MTN (JSE code: MTN) vs. Vodacom (JSE code: VOD) updates. Who’s winning?
- Strong Astral (JSE code: ARL) update, but for the half ending March – so off low base.
- Ascendis (JSE code: ASC) looking to sell three businesses, but that won’t leave much behind.
- OPEC+ agrees to a 400k barrel/day increase from March, this was the initial plan from last year.
- The local CPI basket is changing.
- Satrix is listing an India ETF, currently in IPO.
- The local prime interest rate increased 0.25% last week. This adds R152 per R1million of a bond. Not a lot, but this is the second one already and we have many more coming.
- The ARK Innovation ETF (NYSE code: ARKK) has had a tough year and at a point, in January, it was behind the Nasdaq over the life of the fund and it is trailing the Nasdaq over one and three years. That all said, they publish all their research and released their Big Ideas 2022 report which is well worth the read.
Upcoming events;
- 9 February ~ Wealth Creation through Trading and Investing with ThinkMarkets
- 17 February ~ JSE Power Hour: Tax-free investing
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JSE Direct is an independent broadcast and is not endorsed or affiliated with, nor has it been authorised, or otherwise approved by JSE Limited. The views expressed in this programme are solely those of the presenter, and do not necessarily reflect the views of JSE Limited.
JSE Direct Podcast
Thursdays are all about hard-core investing with Simon Brown’s famous JSE Direct podcast. JSE Direct started life on ClassicFM in July 2008 and became a podcast in 2011. Every week Simon chats to industry experts, answers listener question (contact him here to send your Q’s) and gives his views on the state of markets and individual shares.
Reach Simon by email at simon@justonelap.com,
or Twitter @SimonPB