TSMC’s Record-Breaking Results
Taiwan Semiconductor Manufacturing Company (TSMC) hit $26 billion in quarterly revenue.
A strong contender in the AI supply chain with growing global operations.
Gold: Continuing the Bull Run
Gold remains a strong investment pick for Simon, with a potential to hit $3,000/oz.
Gold | Weekly | 21 January 2025
Brent Crude Oil Concerns
Rising oil prices could hurt both the global and South African economies.
Trump Meme Coins & Meme Coin Mania
Trump and Melania meme coins: Novelty or nonsense? Simon unpacks the hype.
Grindrod & Mozambique Challenges
Operational risks in Mozambique but potential opportunities with Transnet’s private rail plans.
Sasol: A Case of Caution
Chemical spin-offs and high oil prices spark discussion, but Simon isn’t convinced to buy.
Cristal Challenge
Simon’s picks for the Sasfin Cristal Challenge: Shoprite*, Purple Group*, ADvtTch*, Calgro M3*, and Richemont*.
All charts by KoyFin | Get 10% off your order
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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.
