This week, Simon Brown unpacks the numbers behind a recovering South African consumer, an attractive new renewable energy listing, and the latest moves in platinum group metals (PGMs). Plus, CrowdStrike’s results, Omnia’s cash pile (and SARS headache), and what falling bond yields mean for SA.
In this episode:
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📈 Retail recovery? Results from Mr Price* and TFG* show H2 improvement — are SA consumers finally catching a break?
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🌱 Greencoat Renewables (JSE: GRP) lands on the JSE with a juicy ±9% dividend yield. Should you be bidding?
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💰 Omnia shines with strong mining & agri numbers, plus another special dividend — but SARS looms.
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🪙 PGMs on the move: Platinum breaks out, rhodium recovers — which miner is best placed to benefit?
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🔐 CrowdStrike* delivers solid results, but share dilution raises eyebrows. Is it still a long-term cybersecurity winner?
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💸 Currency & bonds: Rand firms as US dollar weakens and SA bond yields drop. What does it mean for investors?
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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.
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.
