Sasol Secunda Reprieve
- Recap of Sasol’s recent developments.
- Minister’s agreement to Sasol’s appeal regarding emissions at Secunda.
- Stock bounce and support level analysis.
- Target prices discussion and outlook for Sasol.
PGM Miners’ Performance
- Analysis of platinum group metal (PGM) miners’ performance.
- Notable increases in stock prices.
- Consideration of factors affecting the industry, including production cuts and demand for catalytic converters.
- Exploration of whether the current uptrend indicates the beginning of a bull market.
- Discussion on supply and demand dynamics in the PGM market.
- Mention of Sibanye Stillwater’s* CEO’s forecast.
- Reflecting on year-to-date performance of PGMs.
- Insights into the future trajectory of PGM prices and potential risks.
PGM and miner moves for the month of April up to the 9th
Fitch Cuts China’s Outlook to Negative
- Overview of Fitch’s downgrade of China’s outlook.
- Analysis of implications for the Chinese economy.
- Examination of the performance of Chinese stocks.
- Commentary on factors contributing to China’s economic struggles.
- Exploration of potential effects on global markets.
WeBuyCars Listing
- Preview of WeBuyCars’ upcoming listing.
- Discussion on the valuation and market cap of WeBuyCars.
- Comparison with Transaction Capital.
- Speculation on market demand for second-hand cars and implications for WeBuyCars’ growth strategy.
- Evaluation of WeBuyCars’ disruptive potential in the automotive industry.
Inflation Targeting Discussion
- Analysis of the South African Reserve Bank’s inflation targeting strategy.
- Exploration of the history and purpose of inflation targeting.
- Evaluation of the current inflation target and potential for revision.
- Discussion on the process and implications of lowering the inflation target.
- Advocacy for starting the conversation on revising the inflation target to ensure long-term economic stability.
Simon Brown
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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.
Thursdays 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.
