Education Stocks: Winners and Losers
- Stadio: Strong performance with double-digit growth and 50,000+ learners. Benefiting from a shortage of university spaces and the struggles at UNISA. Potential for further growth through distance learning and university status.
- ADvTech*: Long-term holding with solid but not as aggressive growth. Strong presence in tertiary education and schools. Expansion into East Africa showing promise.
- Curro: Disappointing results with flat learner numbers and write-downs on buildings. Struggles may be due to internal issues or broader economic pressures on lower-income consumers.
Commodity Movers: Copper & Rhodium
- Copper: Near all-time highs due to demand from EVs, data centers, and energy transition. Companies like BHP*, Anglo, and Rio ramping up production. Simon is playing the copper trade through BHP Group.
Copper | Weekly | 25 March 2025
- Rhodium: Seeing a price recovery after a prolonged downturn. Benefiting PGM miners, though still far from peak levels.
- Platinum & Palladium: Relatively stable within established price ranges.
BYD’s Breakthrough in Battery Tech
- BYD claims a five-minute charge for 400 km range, setting a new benchmark for EVs.
- Outpacing Tesla and other competitors in rapid-charging efficiency.
- Dominating the affordable EV space with sub-$10,000 models.
- Tesla’s Market Share Decline in Europe
- Tesla’s share of the European BEV market dropped from 21% to 9.6%.
- Competitive pricing from BYD and lack of Tesla model updates.
- CEO Elon Musk’s political involvement potentially affecting brand perception.
Remgro: Growing Discount to NAV
- Reported net asset value (NAV) of R276.89, but share price only R155.
- The discount to NAV is reaching extreme levels.
- Historically, Remgro traded at a much smaller discount, raising questions about potential revaluation.
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00:00 Market Overview and Education Stocks
06:51 Commodities: Copper and Rhodium Insights
13:34 Electric Vehicle Market Dynamics
18:02 Remgro’s Financial Performance and Valuation Insights
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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.
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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.
