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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 15, 2021

Offshore

/ US inflation, 6.2%. Core inflation highest since 1991.

/ Johnson & Johnson announced plans to split its company into two, separating its consumer health division from its pharmaceutical and healthcare businesses.

/ Elon Musk selling Tesla shares, some planned n September. Rest thanks to the Twitter poll.

/ Singles day in China, muted (+8.5%) but still huge, Alibaba $84.5billion

/ Tencent results. Slowing in all areas. Common prosperity is visible in the results.


Local

/ MTBPS, not much happening - as expected.

/ Vodacom buying Vodafone Egypt, nice deal and adds a strong growth region.

/ Purple Group results, really top class and much better than I expected. 737k funded accounts.

/ Sappi results, doing well as dissolving pulp prices boom. But energy costs hurting.

/ Raubex results strong with a really good pipeline and well positioned for infrastructure

/ Northam scopes Implats and buys 33% of RBPlats

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