South Africa recorded its third +R50bn trade surplus in May and this is a big reason why the Rand has been moving stronger.
Podcast: Deep dive hospitality stocks
The third wave is hitting SA, but now’s the time to have a look at local JSE hospitality stocks for when we move out of this wave.
Podcast: Options, futures and CFDs
Simon Shares SAB Zenzele Kabili trading at R180, at least 3x fair value? Local GDP for the first quarter was 1.1% QoQ. Kinda middling. Stor-Age* (JSE code: SSS) results. Thungela Resources (JSE code: TGA) lists. AdaptIT (JSE code: ADI) gets an improved offer from Volaris - 700c. Life Healthcare (JSE code: LHC) bouncing again because ...
Podcast: Banks offering value
A strong update fro Standard Bank indicates what we could see form the other banks and Simon digs into if there is value in the sector.
Podcast: SAB Zenzele Kabili
SAB Zenzele Kabili are listing on the BBEE board of the JSE on 28 may, Simon digs into the details.
Podcast: What’s with the ‘special’ shares?
Special shares, those high voting shares that give effective control to a select few and which we often don’t know about unless we dig.
Podcast: More Naspers / Prosus shuffling
Naspers and Prosus have announced another deal which will swap Naspers shares for Prosus and hopefully reduce the deep discount to Tencent.
Podcast: PGMs flying, but not the miners?
Simon Shares Purple Group* (JSE code: PPE) now has 1million clients across all platform. A wowzer number. What an incredible milestone achieved today. Across all platforms & partners we've reached 1 million registrations. @CapitecBankSA @SATRIX_SA @BidvestBankSA @EasyEquities hard to describe how grateful I am to all you #invstr legends that challenge us to rise each ...
Podcast: How the JSE protects investors
Simon Shares Revego* (JSE code: RVG) was supposed to list today but has delayed their listing. I applied for allocation as I like the business model of renewable energy with guaranteed inflation-linked off-take agreements. They invest into operational renewable asset and are targeting a 8%-10% dividend yield, based off the 1000c listing price. * I ...
Podcast: What inflation?
Simon Shares South African inflation was 3.2% in March 2021. Pick n Pay (JSE code: PIK) results show it was all liquor and tobacco that was the pain as it was off 31%. Karooooo (JSE code: KRO) has returned after exiting as Cartrack. The market seemed confused as it opened at 6500c, it is now ...

