Comparing results from Balwin and Calgro M3 (both in home building) and Shoprite vs. Pik n Pay (both food retail).
When does the tech selloff end?
Simon Shares US April CPI 8.3%; Core CPI 6.2% (month-on-month core was +0.6%) FOMC Sibanye-Stillwater* (JSE code: SSW) update the market hated. Kaap Agri (JSE code: KAL) results Wandile Sihlobo on agri in SA. New Satrix global healthcare ETF. Thungela Resources (JSE code: TGA) could pay an R100 dividend this year, putting them on a ...
Stagflation?
Latest Q1 GDP for the US was negative and they already have high inflation at levels last seen in the 1980s. Is stagflation coming?
The world’s oldest exchanges
This episode details the world’s ten oldest exchanges. When they started, what drove the growth and how they manage to survive.
History of SA stock exchanges
The JSE wasn’t the first exchange in South Africa but it has been around the longest. This episode details the history of stock exchanges in SA.
Purple results, mixed fortunes
Purple Group (owners of EasyEquities) results saw active users growing faster than expected. but profit per user was well down.
What the Rouble teaches us
The Russian Rouble is trading against the US$ back at levels from before the war broke out. This teaches us some important lessons.
2022 winners so far, banks and miners
Simon has a look back at the first quarter of 2022 and the main movers locally. Banks and miners the winners, Naspers & Prosus losers.
Tencent ex-growth. Woe is Prosus & Naspers
Tencent results saw the slowest quarterly growth since listing in 2004 and management say the high flying growth days are over.
China makes peace with tech
China announced details that sent tech stocks flying including the local Naspers an Prosus What was the details and is everything now fine?