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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
Nov 4, 2020


Simon Shares

  • US Election results pretty much playing as expected. Trump doing well in early counting but some important states still to come but he has declared victory and is heading for the courts.

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Finding infrastructure stocks

Globally one of the key responses to the pandemic is and will be, infrastructure spend. Who are the potential winners?

  • PPC (JSE code: PPC)
  • Sephaku (JSE code: SEP)
  • Reunert (JSE code: RLO)
  • Consolidated Infrastructure Group (JSE code: CIL)
  • WBHO (JSE code: WBO)
  • Murray and Roberts (JSE code: MUR)
  • Aveng (JSE code: AEG)
  • Raubex (JSE code: RBX)
  • Afrimat (JSE code: AFT)
  • Brikor (JSE code: BIK)
  • Stefanuti Stocks (JSE code: SSK)
  • Kumba (JSE code: KIO)
  • ArcelorMittal SA (JSE code: ACL)

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JSE Direct is an independent broadcast and is not endorsed or affiliated with, nor has it been authorised, or otherwise approved by JSE Limited. The views expressed in this programme are solely those of the presenter, and do not necessarily reflect the views of JSE Limited.


 

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