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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 2, 2022

Simon Shares

  • City Lodge* (JSE code: CLH) results, fair valuation around 800c?
  • BHP Group* (JSE code: BHG) will see a significant reduction in its weighting in Top40 and Resi10 indices.
  • PSG (JSE code: PSG) exiting the JSE.
  • Wilson Bayly Holmes (JSE code: WBO) has lost investor confidence.
  • Murray & Roberts* (JSE code: MUR) results. HEPS at 29c a little light, but back in profit.

War in Europe

Inflation is the biggest economic issue.

Energy, PGMs and agriculture. Will central banks stick to their rate rising trend?

People want to buy the Russian ETF, why?

Even if peace happens today, sanctions will be in place for some time to come.

Buy Satrix Resi10 ETF* (JSE code: STXRES).

The Oil ETN (JSE code: SBOIL).

Local stocks impacted

  • Barloworld (JSE code: BAW) about 20% of revenue.
  • Mondi (JSE code: MND) about 12% of revenue.

* I hold ungeared positions.

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