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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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Now displaying: December, 2021
Dec 29, 2021

Holiday show

  • Back in 2010 the world watched as Greece plunged further and further into a debt crisis with many expecting the EU to not survive. But Angela Merkel saved Greece and the day.

[caption id="attachment_31826" align="aligncenter" width="888"]Greek 10Y bond rates Greek 10Y bond rates[/caption]

Greek debt to GDP (%)


source: tradingeconomics.com

Dec 22, 2021

On the 20th September 2021 Chinese property developer missed interest payments on some US$300billion of debt and this spooked markets into a selloff. But three months later nobody cares. What's the background sorry and why does nobody care?

Dec 15, 2021

After clogging up the Suez Canal for six days back in March 2021 and halting much of the worlds shipping trade, what happened to Ever Given?

Dec 13, 2021

Offshore

/ Strong year of returns globally, CAC40 (France) top index

/ US inflation, not transitory

/ US unemployment looking decent

/ China crackdown

/ Commodities mostly a soft year, the exception is oil

/ Supply chain chaos

Local

/ Good year for local markets

/ Delisitng galore

/ GDP

/ Rand

Dec 8, 2021
  • Simon has a look back at the winners and losers from the JSE for 2021, year-to-date returns. There certainly are some losers, but mostly it is about winners as the Top40 did 21.5% so far and the top major global index was the Cac40 which returned 29.9%.
  • Find the top ETFs here.
Dec 6, 2021

Offshore

/ US Labor Nov Nonfarm Payrolls +210K; Consensus +573K, unemployment improved to 4.2%. Fed's target for 'maximum employment' is for unemployment rate of 4.5%.

/ Didi leaving NYSE

/ Google will no longer require workers to return to the office on Jan. 10, delaying the return indefinitely.

/ Dorsey leaves Twitter

/ OPEC+ agrees to January production hikes

Local

/ Implats comes for RBPlats

/ Capital Appreciation results

/ Tharisa results

/ Bidcorp updates

/ Murray & Roberts update

Dec 1, 2021

Simon Shares

  • Bidcorp (JSE code: BID). Strong update, they're coming out of this pandemic much stronger.
  • Aspen (JSE code: APN) announces manufacturing deal with Johnson & Johnson (NYSE code: JNJ).
  • Implats (JSE code: IMP) wants RBPlats (JSE code: RBP), sorry Northam Platinum (JSE code NPH).
  • Powell, Fed chair, says inflation is not transitory.
  • Oil under severe pressure, OPEC+ meeting was pushed back to Wednesday.
  • New variant, I bought City Lodge* (JSE code: CLH) and Sun International* (JSE code: SUI) on Friday.

 

* I hold ungeared positions.

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