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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
Jan 19, 2023

Simon Shares


Which food retailer offers the best value?

Food inflation is still high, 12.7% YonY for December.

But likely peaked (good rains, diesel lower and reducing input costs)

Preferred food retailer?

  • Always Shoprite* (JSE code: SHP). But expensive, forward PE 19.5x
  • Pick n Pay (JSE code: PIK). Forward PE 20.5x and not as good as Shoprite.
  • Woolies* (JSE code: WHL). Exited disaster that is Australia. Forward PE 15x and if they can also fix clothing, real winner.
  • Spar (JSE code: SPP). CEO and chair exiting after bad press recently. Poland issues but forward PE 10x.

* I hold ungeared positions.


 

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