Simon Shares
Simon Shares- City Lodge* (JSE code: CLH) results, fair valuation around 800c?
- BHP Group* (JSE code: BHG) will see a significant reduction in its weighting in Top40 and Resi10 indices.
- PSG (JSE code: PSG) exiting the JSE.
- Wilson Bayly Holmes (JSE code: WBO) has lost investor confidence.
- Murray & Roberts* (JSE code: MUR) results. HEPS at 29c a little light, but back in profit.
War in Europe
Inflation is the biggest economic issue.
Energy, PGMs and agriculture. Will central banks stick to their rate rising trend?
People want to buy the Russian ETF, why?
Even if peace happens today, sanctions will be in place for some time to come.
Buy Satrix Resi10 ETF* (JSE code: STXRES).
The Oil ETN (JSE code: SBOIL).
Local stocks impacted
- Barloworld (JSE code: BAW) about 20% of revenue.
- Mondi (JSE code: MND) about 12% of revenue.
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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