JSE Direct with Simon Brown
JustOneLap.com
Categories: News & Politics
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Capitec Results:- Simon analyzes Capitec's recent financial results, highlighting strong metrics such as return on equity, active clients, and app usage.
- However, he notes concerns about the bank's expensive valuation compared to its competitors.
Simon discusses the South African Reserve Bank's recent review, indicating a reluctance for rate cuts in the near future due to inflationary pressures and economic uncertainties.
Key takeaway from the bi-annual Monetary Policy Review of the @SAReserveBank:
Don’t bet on a domestic interest rate cut this year. https://t.co/mhRS5vKIFQ pic.twitter.com/sc5p9GPcf5
— Adrian Saville (@AdrianSaville) April 24, 2024
Sasol Woes:
- Simon discusses Sasol's poor performance following a production update, expressing skepticism about its future prospects despite its low stock price.
Simon touches on Tencent's positive performance, gold and oil price movements, and the potential impact on global markets
Previous episodes
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855 - Capitec, great results. Very expensive stock. Sasol just a horror. (#584)Wed, 24 Apr 2024 - 0h
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854 - Purple Group Thrives, gold flies (#583)Wed, 17 Apr 2024 - 0h
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853 - SARB wants a lower inflation target; how, why & implications?Wed, 10 Apr 2024 - 0h
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852 - The looming commodity cliff (#581)Wed, 03 Apr 2024 - 0h
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851 - Telcos are horrid investments (#580)Thu, 28 Mar 2024 - 0h
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850 - Abenomics worked, Fed not so much (#579)Fri, 22 Mar 2024 - 0h
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849 - US CPI hasn't come down in 9 months! (#578)Thu, 14 Mar 2024 - 0h
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848 - Shoprite could buy Pick n Pay, but should you buy Shoprite? (#577)Thu, 07 Mar 2024 - 0h
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847 - Nikkei highs, Pick n Pay lows, Bitcoin 1million (#576)Wed, 28 Feb 2024 - 0h
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846 - Budget 2024 panel with AJM Tax (#575)Thu, 22 Feb 2024 - 0h
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845 - Inflation, it ain't over. So what about rates? (#574)Wed, 14 Feb 2024 - 0h
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844 - Has Canal+ won already? The answer is yes. (#573)Wed, 07 Feb 2024 - 0h
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843 - Simon's stocks for this years Cristal challengeThu, 01 Feb 2024 - 0h
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842 - China in trouble, is it over? Should we be worried? (#571)Thu, 25 Jan 2024 - 0h
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841 - Do elections matter for markets? (#570)Wed, 17 Jan 2024 - 0h
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840 - Predictions 2024; Marc Ashton, Keith McLachlan & Simon Brown (#569)Thu, 11 Jan 2024 - 0h
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839 - JSE winners and losers for 2023 (#568)Wed, 13 Dec 2023 - 0h
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838 - Can Transaction Capital and Purple Group reverse their losses? (#567)Wed, 06 Dec 2023 - 0h
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837 - Charlie Mungers life lesson - always be learning (#566)Thu, 30 Nov 2023 - 0h
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836 - Share buybacks and stock compensation, the bad and the ugly (#565)Wed, 15 Nov 2023 - 0h
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835 - Why telcos are a horrid investment (#564Thu, 09 Nov 2023 - 0h
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834 - Updating minister Gordhan's portfolio (#563)Wed, 01 Nov 2023 - 0h
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833 - Living small, an updateWed, 25 Oct 2023 - 0h
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832 - Renergen, now what? (#561)Wed, 18 Oct 2023 - 0h
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831 - Old traders, bold traders, but no old and bold traders (#560)Wed, 11 Oct 2023 - 0h
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830 - Pick n Pay cheap on almost every metric, but is it a buy?Wed, 04 Oct 2023 - 0h
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829 - US 10-year highest yield since 2007 is bad news for almost everybody (#558)Wed, 27 Sep 2023 - 0h
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828 - Disney offering serious value (#557)Wed, 20 Sep 2023 - 0h
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827 - Richemont gets interesting, Shoprite gets "extraordinary" (#556)Wed, 06 Sep 2023 - 0h
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826 - Results-a-rama, we review them all (almost) (#555)Wed, 30 Aug 2023 - 0h
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825 - Spur and Calgro M3 both breaking higher (#554)Wed, 23 Aug 2023 - 0h
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824 - China in trouble? (#553)Wed, 16 Aug 2023 - 0h
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823 - Aspen back? Making deals and looking cheap? (#552)Wed, 02 Aug 2023 - 0h
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822 - Understanding central banker speak (#551)Wed, 26 Jul 2023 - 0h
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821 - Inflation back in range, now for rate cuts (#550)Wed, 19 Jul 2023 - 0h
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820 - The Four Horsemen of Big Tech (hello 1999) (#549)Wed, 12 Jul 2023 - 0h
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819 - Two-pot system is confirmed, here all the details (#548)Wed, 05 Jul 2023 - 0h
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818 - A watch list of SA Inc stocks (#547)Wed, 28 Jun 2023 - 0h
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817 - Bye bye inflation? Rate cuts next? (#546)Wed, 21 Jun 2023 - 0h
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816 - Disappearing dividends (#545)Wed, 14 Jun 2023 - 0h
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815 - Buy SA Inc (#544)Wed, 07 Jun 2023 - 0h
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814 - There goes the Rand (#543)Wed, 31 May 2023 - 0h
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813 - Purple rights issues, everything you need to know and do (#542)Thu, 25 May 2023 - 0h
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812 - Data confirms South African consumers are losing purchasing power (#541)Wed, 17 May 2023 - 0h
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811 - The end of the US$, agan? (#540)Wed, 10 May 2023 - 0h
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810 - The PGM miner margin squeeze (#539)Wed, 03 May 2023 - 0h
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809 - Purple Group results, I'm holding (#538)Tue, 25 Apr 2023 - 0h
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808 - Reviewing Gordhan's portfolio & time to sell Capitec? (#537)Wed, 19 Apr 2023 - 0h
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807 - Current open trading positions, long everything (#536)Wed, 12 Apr 2023 - 0h
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806 - Strong Q1 returns (#535)Wed, 05 Apr 2023 - 0h
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