Simon Shares
- BHP Group* (JSE code: BHG) results, have we peaked?
- Absa (JSE code: ABG) results, but maybe the ore important point of the results is their expectation that prime will hit 11% early in 2023.
- Chip shortage seems to be easing.
- Nasdaq is in a bull market, +20% off mid-June lows.
- Brent oil falling.
- Current petrol price reduction is 260c for September.
- UK inflation is 10.1% for July.
- Charles Savage tells us his fav ETFs
- Rochelle Writes, pay down debt or save more with high rates.
Thungela Resources (JSE code: TGA) still a buy?
R60 dividend, 40% forward DY
HEPS 6723c, forward PE 2.5x
Mis-priced at listing, unbundling often cause this to happen.
Ukraine’s war gave it new legs.
Risks
- Coal price
- Rand strength
- Ukraine war
- Transnet
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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