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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
May 23, 2024

Nvidia's Financial Performance

  • Nvidia's Q1 Results:
  • Revenue up 262% year-on-year to $26 billion.
  • Net income up 628% year-on-year to $14.9 billion.
  • Gross margins at 78.9%.
  • Stock Split: 10-for-1 stock split set for 7 June.
  • Market Reaction: Stock traded over $1,000 in the aftermarket.

Anglo American and BHP Group
  • BHP's Third Offer: Anglo American rejects BHP’s third offer.
  • Deal Concerns: Issues with the price and risk of the deal.
  • Next Steps: Extended deadline for BHP's offer to 29 May.
Richemont's* Results
  • Richemont's Position: Holding steady in a tough luxury market.
  • Earnings Growth: Expected around 10% over the next few years.
  • Preferred Stock: Richemont favored over LVMH for its focused luxury product line.
Copper Market
Structured Products
Pick n Pay's Plan
  • Sales Update: For 52 weeks ending 25 February, bleak results expected.
  • Market Reaction: Stock closed 4.5% higher on news of a plan.
South African Economic Indicators
  • CPI Inflation: 5.2% for April.
  • Primary Surplus: Revenue exceeded expenditure (excluding interest).
Vehicle Sector Analysis
  • Companies Covered: Combined Motor Holdings (CMH), WeBuyCars, Motus, and Zeda.
  • WeBuyCars showed strong sales growth.
  • Motus and CMH had high dividend yields.
  • Zeda focuses on car rentals and mobility as a service.
  • CMH preferred for its consistent performance and dividend yield.
Home Building Sector Analysis
  • Companies Covered: Calgro M3* and Balwin.
  • Balwin struggling with higher-priced units.
  • Calgro M3's flexible pricing strategy favored in current market conditions.

[caption id="attachment_42201" align="aligncenter" width="849"]Calgro M3 vs Balwin Calgro M3 vs Balwin[/caption]

Santova Directors' Selling
  • Director Sales: Recent director sales not seen as a significant concern.
  • Market Impact: Director selling viewed as a neutral action.
Disclaimer

JSE Direct is an independent broadcast and is not endorsed or affiliated with JSE Limited. Views expressed are solely those of the presenter.


* I hold ungeared positions.

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