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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: January, 2022
Jan 27, 2022

JSE Direct with Simon BrownSimon Shares

  • PGMs are on the move, most notably palladium and rhodium.
  • Oil also still moving, remember the ETN for that.
  • Cashbuild (JSE code: CSB) update shows the pandemic home improvement boom is over.
  • ArcelorMittal South Africa (JSE code: ACL) update sees them into profit and on a PE of under 2x.
  • Steinhoff (JSE code: SNH) settlement approved, but still lots of debt.

Markets are spooked

  • Lots to be spooked by;
    • FOMC, it's all happening in March
    • Asset purchases are also to end in March, but what of the US$9trillion of bonds the Fed holds?
    • Valuations are high.
    • Rates are rising.
    • Inflation is at decade highs.
  • Value winning over growth for the first time in an age.

Upcoming events;

Jan 19, 2022

Simon Shares

  • BHP Group* (JSE code: BHP) is unifying its dual-listed company (DLC) corporate structure effective close 28 January. This will count as a CGT event for shareholders who will have been deemed to have sold their shares and bought the new ones.
  • Microsoft (Nasdaq code: MSFT) is buying Activision-Blizzard for $69 billion, but who's the largest gaming company in the world? Tencent (Hong Kong code: 700).
  • German 10-year back above 0%.

* I hold ungeared positions.

Jan 13, 2022

Now for the tenth year in a row, we kick off the new year with a predictions show.

Marc AshtonKeith McLachlan and Simon Brown put their heads on the block with three wild and woolly predictions for the markets for 2022 followed by a call on the Top40 and ZAR for the year ahead.

Importantly we start each show with a review of the previous year’s predictions and you’ll find the 2021 predictions show here.

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