Podcast: Finding infrastructure stocks

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Finding infrastructure stocks

Globally one of the key responses to the pandemic is and will be, infrastructure spend. Who are the potential winners?

  • PPC (JSE code: PPC)
  • Sephaku (JSE code: SEP)
  • Reunert (JSE code: RLO)
  • Consolidated Infrastructure Group (JSE code: CIL)
  • WBHO (JSE code: WBO)
  • Murray and Roberts (JSE code: MUR)
  • Aveng (JSE code: AEG)
  • Raubex (JSE code: RBX)
  • Afrimat (JSE code: AFT)
  • Brikor (JSE code: BIK)
  • Stefanuti Stocks (JSE code: SSK)
  • Kumba (JSE code: KIO)
  • ArcelorMittal SA (JSE code: ACL)

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