JSEDirect with Simon Brown

The world's oldest exchanges starting in India all the way through to Amsterdam.

Staring in Kimberly in 1881 through to the present Simon details the history of stock exchanges in South Africa.

Simon Shares US inflation 8.5%, UK 7.0% Capitec* (JSE code: CPI) results and a special dividend. Dave Segall asking about "Looming food and fertiliser shortages" and impact on local agriculture stocks. Purple Group* (JSE code: PPE) trading update (here are my previous expectations). * I hold ungeared positions.  

Simon Shares I have closed my Nasdaq long position. Still long FTSE100. Purple Group* (JSE code: PPE) trading update. Looks a little better than I expected. MTN (JSE code: MTN) more Nigerian woes. Reports that Woolies* (JSE code: WHL) may be selling David Jones. Elon Musk buys 9.2% of Twitter (NYSE code: TWTR). Moodys upgrades sovereign and banks from negative to stable. Deutsche Bank says: US rec...

Simon Shares Just One Lap is 11 years old :) FOMC, as expected. Local MPC tomorrow. Nasdaq, time to buy? Also FTSE100. Both a technical buy, not taking a view on the fundamentals.   Brent almost back at US$120. China opened up already, well Foxcon at least. Tencent results, flat-lining. The end of an era! So says Tencent as revenue grows in single digits, the lowest quarterly number since listing...

Simon Shares Big banks now all have released results, mostly good albeit off low base. Covid cases in China surge, new lockdowns. Hello, more supply chain mess. People asking if I updated my view on Purple Group * (JSE code: PPE). Nope, volatility likely helping the revenue, but I need new data (results) first. Commodities weak, brent oil now in a technical bear market. China makes peace with tech...

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; 17 March ~ JSE Power Hour: Geopolitics, inflation and markets Prosus (JSE code PRX) / Naspers (JSE code: NPN) / Tencent (Hong Kong cod...

Simon Shares City Lodge* (JSE code: CLH) results, fair valuation around 800c? BHP Group* (JSE code: BHG) will see a significant reduction in its weighting in Top40 and Resi10 indices . PSG (JSE code: PSG) exiting the JSE. Wilson Bayly Holmes (JSE code: WBO) has lost investor confidence. Murray & Roberts* (JSE code: MUR) results. HEPS at 29c a little light, but back in profit. War in Europe Inflati...

Wednesday was budget day and our tax experts, AJM Tax , hosted a live panel discussion covering the budget; highlights and low lights. We've included the recording for this week's episode. The panellists were; Divan Botha – moderator Dr Albertus Marais ~ Director at AJM Tax Laila Razack ~ CFO of Equites Property Fund Simon Brown ~ Founder Just One Lap and host MoneywebNOW

Simon Shares Strong Nedbank (JSE code NED) trading update. If you held Steinhoff (JSE code: SNH) when it all went wrong in 2017 you have until 15 May to submit a claim . Oceana (JSE code: OCE), now the CEO quits? * I hold ungeared positions. Upcoming events; 22 April ~ Introducing the CoreShares Total World ETF 06 March ~ JSE Power Hour: Finding income in JSE listings What's down with Purple Group...

Simon Shares Great Sappi (JSE code: SAP) results. Strong Hudaco (JSE code: HDC) results. Top40 is trading at all-time highs, as is Resi10 and MidCap is almost there. Kastle back to work barometer shows office attendance in the US is still not back to levels from before the most recent pandemic wave and around 33% (on average) of pre-pandemic levels. Back in November, the average was just over 38%....

Simon Shares PGMs are on the move, most notably palladium and rhodium. But the miners are not. Combined Motor Holdings* (JSE code: CMH) strong trading update. MTN (JSE code: MTN) vs. Vodacom (JSE code: VOD) updates. Who's winning? Strong Astral (JSE code: ARL) update, but for the half ending March - so off low base. Ascendis (JSE code: ASC) looking to sell three businesses, but that won't leave mu...

Simon 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...

Simon Shares BHP Group* (JSE code: BHP) is unifying its dual-listed company (DLC) corporate structure effective close 28 January. This will count as a CGT event for shareholders who will have been deemed to have sold their shares and bought the new ones. Microsoft (Nasdaq code: MSFT) is buying Activision-Blizzard for $69 billion, but who's the largest gaming company in the world? Tencent (Hong Kon...

Now for the tenth year in a row, we kick off the new year with a predictions show. Marc Ashton ,  Keith McLachlan  and  Simon Brown put their heads on the block with three wild and woolly predictions for the markets for 2022 followed by a call on the Top40 and ZAR for the year ahead. Importantly we start each show with a review of the previous year's predictions and you'll find the 2021 prediction...

Holiday show Back in 2010 the world watched as Greece plunged further and further into a debt crisis with many expecting the EU to not survive. But Angela Merkel saved Greece and the day. [caption id="attachment_31826" align="aligncenter" width="888"] Greek 10Y bond rates[/caption] Greek debt to GDP (%) source: tradingeconomics.com

On the 20th September 2021 Chinese property developer missed interest payments on some US$300billion of debt and this spooked markets into a selloff. But three months later nobody cares. What's the background sorry and why does nobody care?

After clogging up the Suez Canal for six days back in March 2021 and halting much of the worlds shipping trade, what happened to Ever Given?

Offshore / Strong year of returns globally, CAC40 (France) top index / US inflation, not transitory / US unemployment looking decent / China crackdown / Commodities mostly a soft year, the exception is oil / Supply chain chaos Local / Good year for local markets / Delisitng galore / GDP / Rand

Simon has a look back at the winners and losers from the JSE for 2021, year-to-date returns. There certainly are some losers, but mostly it is about winners as the Top40 did 21.5% so far and the top major global index was the Cac40 which returned 29.9%. Find the top ETFs here .

Offshore / US Labor Nov Nonfarm Payrolls +210K; Consensus +573K, unemployment improved to 4.2%. Fed's target for 'maximum employment' is for unemployment rate of 4.5%. / Didi leaving NYSE / Google will no longer require workers to return to the office on Jan. 10, delaying the return indefinitely. / Dorsey leaves Twitter / OPEC+ agrees to January production hikes Local / Implats comes for RBPlats /...

Simon Shares Bidcorp (JSE code: BID). Strong update, they're coming out of this pandemic much stronger. Aspen (JSE code: APN) announces manufacturing deal with Johnson & Johnson (NYSE code: JNJ). Implats (JSE code: IMP) wants RBPlats (JSE code: RBP), sorry Northam Platinum (JSE code NPH). Powell, Fed chair, says inflation is not transitory. Oil under severe pressure, OPEC+ meeting was pushed back...

Offshore / Powell second term as Fed chair / Fed's Bostic says he remains open to faster taper and one or two rate hikes in 2022 / Online Black Friday sales in the US fell according to data from Adobe Analytics ($8.9bn vs. $9bn) / Opec+ meeting this week, production likely to remain unchanged / Turkish lira losses 20% Local / New variant crashes markets and leisure stocks (everything) / Good Invic...

Simon Shares Coronation* (JSE code: CML) grows assets, fees and dividends. PPC (JSE code: PPC) results look good. Purple Group* (JSE code: PPE) price action looking weak. PGMs fading again. Hospital group stocks; Life Healthcare JSE code: LHC) and Netcare (JSE code: NTC) both had fair results as they get better at managing the pandemic. Shoprite* (JSE code: SHP) launched their banking account, und...