The Cristal Challenge runs until October, with participants picking five local stocks (no ETFs or sub-20c stocks) to hold through the year.
Simon’s picks include a mix of stable “banker” stocks and speculative plays:
Richemont*:
- High-end luxury giant with strong fundamentals and global market appeal despite challenges in China.
- Trading near R3,500, with long-term potential boosted by luxury market recovery and stable global demand.
Shoprite*:
- Dominant grocery retailer in South Africa, benefiting from market share growth and diversified business lines like 60/60 delivery.
- A steady performer with consistent earnings growth and market dominance, trading at a PE of 24.
ADvTech*:
- Education sector leader, well-positioned to meet growing private schooling and tertiary education demands.
- Education giant trading below its historical PE average, supported by asset-light growth strategies.
Calgro M3*:
- Affordable housing developer, thriving on demand for low-to-mid-income housing in South Africa.
- Value pick with a PE below 3 and a focus on affordable housing, addressing a critical market need.
Purple Group*:
- Innovator behind EasyEquities, leveraging platform fees and expanded product offerings to drive revenue growth.
- Growth potential through EasyEquities’ platform fees, rising customer base, and additional financial products.
All charts by KoyFin | Get 10% off your order
00:00 Introduction to Crystal Stock Picks for 2025
00:29 Overview of the Crystal Stock Challenge
00:57 In-Depth Analysis of Richemont
04:09 Exploring ShopRite’s Market Position
08:25 Advertek: The Future of Education Investment
10:20 Calgro M3: Housing Market Insights
13:40 Purple Group: Innovations in Financial Services
- Subscribe to our feed here
- Subscribe or review us in iTunes
- Subscribe in Spotify here.
- Subscribe in YouTube here.
JSE – The JSE is a registered trademark of the JSE Limited.
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.
Wednesdays are all about hard-core investing and trading 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 shares his views on the state of global economies, individual shares and events moving markets.
Contact Simon
More about Simon
JSE – The JSE is a registered trademark of the JSE Limited.
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.
