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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: Page 1
Mar 16, 2022

Simon Shares

  • Big banks now all have released results, mostly good albeit off low base.
  • Covid cases in China surge, new lockdowns.
    • Hello, more supply chain mess.
  • People asking if I updated my view on Purple Group* (JSE code: PPE). Nope, volatility likely helping the revenue, but I need new data (results) first.
  • Commodities weak, brent oil now in a technical bear market.

China makes peace with tech

Prosus (JSE code: PRX) and Naspers (JSE code: NPN) now flying (+20% n Wednesday). Discount still +50%. Reports of WeChat being hit with a massive fine for money laundering?money laundering

 

* I hold ungeared positions.


 

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