Load shedding is hurting the economy and exactly how much we saw in the Shoprite update as they spent R560million. A ±10% hit to operating profit.
Shares that profit from load shedding
With load shedding now a permanent feature in our lives, can we profit from listed shares making money from this disaster? There are a few, some direct and some less so.
Which food retailer offers value?
People are always going to eat and this makes food retailers relatively defensive. But which of the four (Shoprite, Woolies, Pick n Pay & Spar) offers the best value?
Predictions 2023
Now in its tenth year; predictions from Marc Ashton, Keith McLachlan and Simon Brown. Three predictions each and a call on Top40 and ZAR. Importantly first we mark last year’s calls.
I’m buying Zeda
Simon is buying Zeda after the unbundling and explains why, details on the business, risks and possible target price.
Oil below $80, first time in 2022
Oil is below $80 for the first tie in 2022. This is on the back of no production changes from OPEC+ and a price cap on Russian oil. But if the cap works it’ll send oil higher, surely?
China zero-covid has failed, now what?
The Top40 closed green YTD but the bigger issue is the Chinese zero-covid policy which has absolutely failed. As the worlds second largest economy this is bad news.
Locally 2022 has not been all horror
It’s been a tough year, but locally the market has done alright. Banks are well-green and even the Top40 is only down a few percent. Simon has a look at some winners and losers.
Keep your crypto coins safe
One lesson from the FTX collapse, your crypto is only safe on your own hardware wallet, don’t keep them on an exchange. And strong results from; Purple, Stor-Age, Ninety One and Transaction Capital
When to sell a winning share?
So you entered a trade and it’s doing great and you’re making money. Now comes the hard part, when do you exit that winner and lock n the profits? Simon has some ideas using practical examples.