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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 9, 2022

Simon Shares

  • Shoprite* (JSE code: SHP) results, it's all about innovation.
  • Strong un International* (JSE code: SUI) update.
  • War in Europe, commodities still the story. Very volatile, that's expected. But I expect more upside and I am happy to hold.

Upcoming events;


Prosus (JSE code PRX) / Naspers (JSE code: NPN) / Tencent (Hong Kong code: 700)

Tencent has been under pressure

Naspers and Prosus have been hit even harder

Live Prosus discount to net asset value (NAV) is now some 55% after hitting 60%. 

VK (old mail.ru) has been written down to zero.

Generally unlisted is worth a lot less than stated?

Buy / Sell / Hold?

  • VIE structure
  • China has not taken sides in the war, so far
  • Tax on profits if they sell Tencent
  • More Chinese crackdowns?
  • Prosus has been wasting money from the sale of 2% stake in Tencent?
  • Buying back shares
  • Buying Delivery Hero (Frankfurt code: DHER)

* I hold ungeared positions.

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