JSE Direct Archives - Page 3 of 8

Podcast: Send money

Simon Brown 25 June 2020JSE Direct, Latest

Simon Shares Tencent hit a new all-time high on Tuesday and again on Wednesday pushing Naspers (JSE code: NPN) and Prosus (JSE code: PRX) higher and helping the JSE overall. Gold seems to be breaking up out of the consolidation zone it has spent the last few months trading in. Daily gold chart Good German ...

Podcast: Easy on Sasol

Simon Brown 18 June 2020JSE Direct, Latest

Simon Shares Here's a gem from the Herenya Capital Advisors Twitter account, albeit Remedica is up for sale and we've had lots of early hype on drugs that quickly fizzled out. **UPDATE from the company, they only have the rights to the drug in Tanzania** Ascendis Healths subsidiary Remedica manufactures Dexamethasone which apparently helps combat ...

Podcast: The US goes back to work

Simon Brown 11 June 2020JSE Direct, Latest

Simon Shares Bankruptcy stocks are the new excitement in the US. Hertz in chapter 11 saw its stock price back at the levels from when it announced Chapter 11. Tsogo Sun Gaming (JSE code: TSG) results to end-March show debt at R11.2billion, more than double the market cap. EOH (JSE code: EOH) update says debt ...

Podcast: Lift off

Simon Brown 4 June 2020JSE Direct, Latest

Upcoming events; 09 June ~ South China Seas structured product Q&A 10 June ~ Margin, gearing & exposure explained 17 June ~ Trading 101: A traders plan 18 June ~ What it means to Invest Globally, Locally Simon Shares Day 70 of lockdown, week 1 of level 3 and I got drink (still no smokes) but court ...

Podcast: Understanding warrants, carefully

Simon Brown 28 May 2020JSE Direct, Latest

Simon Shares Day 63 of lockdown, level 3 on Monday. As I record we're still waiting for details as to what is allowed under level 3, but it seems that rather than saying what we can do, the regulations will tell us what we can't do and that list will be short. We will be ...

Podcast: Don’t fight the Fed

Simon Brown 21 May 2020JSE Direct, Latest

Upcoming events; 21 May ~ Solvency and liquidity in the time of COVID-19 28 May ~ Managing risk as a trader with Garth McKenzie 03 June ~ Pandemic investment scenarios 10 June ~ Margin, gearing & exposure explained 18 June ~ What it means to Invest Globally, Locally Day 56 of lockdown Simon Shares Don't fight the ...

Podcast: Post COVID-19 reality emerging

Simon Brown 14 May 2020JSE Direct, Latest

Simon Shares Day 49 of lockdown Pick 'n Pay (JSE code: PIK) results were slightly down, but no dividend as they conserve cash. Sibanye Stillwater* (JSE code: SSW) first quarter results knock it out of the park, strong cash flow and debt down 40%. Tongaat (JSE code: TON) sale of their starch business to Barloworld ...

Podcast: Property losing REIT status

Simon Brown 7 May 2020JSE Direct, Latest

This week’s episode of JSE Direct is courtesy of OUTvest, our preferred supplier in retirement products. Simon Shares April was the best month for equity markets since 1987! Local ten year bonds are on a tear, just a week after we exited the World Government Bond Index the yields are back at pre-junk levels and ...

Podcast: Market disconnect?

Simon Brown 30 April 2020JSE Direct, Latest

Upcoming events; 6 May ~ The economic data so far, what’s it telling us? 13 May ~ Know your derivatives: CFDs, indices and FX 20 May ~ Trading 101: Getting started in trading 21 May ~ Solvency and liquidity in the time of COVID-19 28 May – Garth McKenzie Simon Shares Moneyweb NOW, starting Monday. Live stream at 6.30am ...

Podcast: Going BIG

Simon Brown 23 April 2020JSE Direct, Latest

Simon Shares Day 28 of lockdown. Oil, negative pricing? I thought I'd seen it all when interest rates went negative, but no ~ oil says "hold my beer". I Tweeted about it. Short version, don't now suddenly decide you are an oil trader. Overnight WTI Oil (West Texas Intermediate) traded at a negative $40. Yip ...