An asset light business can be an excellent investment and Simon looks at why and some example. He also covers; palladium, Finbond, the Altvest IPO, rates cuts, Rand strength, Outsurance results and why he likes the short-term insurance sector.
AngloPlat has a problem and it’s only going to get worse
The Anglo selling of AngloPlatinum is bad as it creates an over hang, we also look at the broader PGM sector, when does the recovery start? Leisure stock results, Anglogold Ashanti buys into Egypt, but why use script? Strong AVI results and two-pot withdrawals hits R4billion.
Rates coming down next month, which sectors benefit most?
Rates are set to start coming down in September as “The time has come for policy to adjust”, which sectors will benefit the most? A look at Nvidia results, Nike offering value?
It’s a bull market, until it isn’t & 600 shows WHOOP
It’s a bull market. The Rand is below 18, gold above $2,500 and local inflation came in a point above the mid point. Coronation mean with their special dividend? Good results and stocks running. AND this is episode 600 for JSE Direct, super stoked.
Is there really value in Sasol? If so, wait before buying.
After the trading update, does Sasol really offer value as many say? Good ADvTech update, CMH breaking higher (maybe), Renergen gets helium at last andUS inflation inline with expectations, hello September rate cut.
What really happened in Japan? Are markets safe again?
Buffet cuts his Apple stake in half and the Japanese markets collapse while Vix spikes to third highest level ever. What is going on? Nedbank and Anglogold Ashanti results.
JSE delisting; can we spot them in advance and profit?
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.