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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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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.

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