We’re seeing continued delistings from the JSE, can we spot them in advance and profit? The Shoprite and Woolies updates, only one winner. Gold and Top40 at highs while Brent oil sinks and Powell says a September rate cut.
The President wants to turn South Africa into a construction site, which stocks benefit?
In the opening of parliament the President said he wants South Africa to become a construction site. We’ve heard this before, but what stocks are set to benefit? The Mr Price update, Crowdstrike crash and Sasol/Kumba sing from the same sheet on Transnet.
Can South Africa do +3% GDP next year?
Reduced load shedding, two-pot payouts, rates and inflation lower. Does all this add up to a +3% GDP locally in 2025? Delisting, are there opportunities, Pick n pay rights issue now trading and rate decisions.
Insider Exchange; South Africa’s GNU, Financial Stocks and Money Muling
Insider Exchange, a new weekly video and audio podcast with Jimmy Moyaha, Nicolette Mashile and Simon Brown. This week the GNU, banks, load shedding and more.
100 Days of no load shedding, which stocks benefit the most?
Thursday is 100 days of no load shedding, who are the big winners? A look at Tesla as production slips again, but not the end of the world. mr Price holds it’s dividend and FOMC rate cut only in November?
Trading index futures; ALSI & ALMI
Trading index futures on Safex; ALSI and ALMI. MultiChoice mis-priced and waiting on the GNU cabinet, we check in on our preferred stocks to see how they’re doing.
Can the GNU hold and send markets higher over the next five years?
The market response to the GNU was swift and massive up over 3.5% on Tuesday. But can it hold and what about a strong rand ? Simon has ideas, he also looks at the RSA Retail Savings Bond potential lower rates for July and local inflation.
Market loving clothing retailers, we’ve got buying levels and is Spar finally good for you?
US inflation cools, but FOMC not changing. Foschini good results boost sector, Spar better but SAP still an issue. Renergen gets some helium. Contemporary Amperex Technology Co., Limited an interesting Chinese battery maker and Rand moving stronger.
Two-pot system is here, it’s actually three pots and we’ve everything you need to know
The two-pot pension system has arrived and we’ve got al the details. OPEC+ crashes oil, coalition talks on-going. Rainbow returns to the JSE after 17 years and nasty Q1 GDP.
And now ~ Woe is Woolies while Pepkor cleans up in smart phones
Woolies clothing horror update while Pepkor Fintech cleans up. Zeda surprises with a dividend and central banks are meeting on mass over the next few weeks, but only one is likely to cut rates.