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JSE Direct with Simon Brown

Weekly podcast hosted by Simon Brown covering the JSE and listed companies.
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JSE Direct with Simon Brown
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Now displaying: August, 2021
Aug 30, 2021

Offshore

/ Jackson Hole. Powell says nothing new.

/ TSMC, the world's largest maker of semiconductor chips, says it's raising its prices by about 20%

/ Hurricane Ida heading for the Gulf of Mexico, shutting down oil production.

/ China reportedly weighs ban on U.S. IPOs from domestic tech companies with sensitive data


Local

/ Bonang Mohale and his Serialong trust converts a Purple Group loan into 11.46% shares in the group

/ Unemployment 34.4%

/ South African GDP rebased. The economy is 11% larger than previously measured. It is still the second-largest economy in Africa, after Nigeria.

/ National treasury says KZN July violence will take 0.7%-0.9% off 2021 GDP.

/ Sibanye Stillwater results

/ Woolies results

Aug 25, 2021

Simon Shares

  • Jackson Hole
  • South African GDP rebased. The economy is 11% larger than previously measured. It is still the second-largest economy in Africa, after Nigeria.
  • South Africa unemployment 34.4%.
  • National treasury says KZN July violence will take 0.7%-0.9% off 2021 GDP.
  • New oil & copper ETNs

Upcoming events;

Aug 23, 2021

Offshore

/ New Zealand going into lockdown, the world is getting vaccinated but the pandemic is far from over.

/ Pfizer expected to get full FDA approval for its covid vaccine this week. A whole new business (covid jabs & mRNA possibilities).

/ Tesla wants to build an AI robot

/ Jackson Hole this week

/ China securities regulator signals willingness to work with the US on audits

Local

/ South Africa inflation lower at 4.6% in July 2021.

/ Sasol results

/ Shoprite / Massmart deal

/ ARB Holdings results

/ Metair results

Aug 18, 2021

Simon Shares

  • JSE is broken.
  • 100 MW gazetted.
  • Renergen* (JSE code: REN) update.
  • South Africa inflation lower at 4.6% in July 2021.
  • Tencent (Hong Kong code: 700) results.
  • Resource stocks ex-div. But still lots of pain. Super BHP Group* (JSE code: BHP) results.
  • New Clean energy and water ETNs listed.

* I hold ungeared positions.

Upcoming events;


 

Aug 16, 2021

Offshore

/ US inflation comes in as expected

/ Britain's GDP grew by 4.8% in the second quarter of this year, leaving the economy just 2.2% below its pre-pandemic level

/ Google employees who work from home could lose money

/ US infrastructure bill moving forward

/ India to unveil US$1.35trillion infrastructure bill

Local

/ 100mw power generation laws gazetted

/ Naspers / Prosus swap is unconditional

/ Strong Merafe results

/ MTN results and Sanlam tie up

/ Nedbank results

/ Exxaro and Thungela results

Aug 2, 2021

Offshore

/ US GDP 6.5% , below expectations but the economy now larger than pre-pandemic

/ US moving forward with an infrastructure bill

/ The U.S. debt ceiling officially became operative again on Sunday after a two-year suspension

/ Amazon results see stock down 7%

/ Alphabet results & $50bn buyback

/ Microsoft results, LinkedIn does +$10bn

Local

/ Tencent woes hit JSE (but all-time closing high on Thursday)

/ Results; Anglo Platinum, Kumba Iron Ore and Anglo American

/ Liberty2Degrees results

/ ArcelorMittal South Africa results

/ Treasury considering access to retirement savings

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