JSE Direct - Just One Lap: Recent Episodes
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Latest market trends, including the crypto rally, weakening gold prices, and the impact of a strong U.S. dollar on the South African Rand. Insights on local telco stocks Vodacom and MTN, highlights the strong performance of construction firm Raubex, and discusses mixed signals from the consumer sector.
The post Crypto Flying as Gold Crashes appeared first on Just One Lap.
Simon Brown on the latest market moves following Trump’s presidential victory, Nvidia's addition to the Dow and the implications for AI investments. Expected rate cuts from the Fed and Bank of England, a deep dive into commodities like palladium and gold.
The post Trump wins, whats the trade? Also; AMSL, Nvidia and Crowdstrike all worth a look? appeared first on Just One Lap.
Simon Brown covers the local inflation numbers hitting 3.5-year lows at 3.8% - but will this be enough to secure the rate cut everyone's hoping for? The US dollar's remarkable surge. Plus, Simon demonstrates a real-world application of AI by analysing Famous Brands' latest results, revealing insights about their performance across different segments and regions.
The post Using AI to analyse Famous Brands results and Awesome Local CPI appeared first on Just One Lap.
Stronger-than-expected retail sales. Two-Pot System has already released R20billion. Tito Mboweni and his impact on South Africa’s financial sector and labor reforms. Johnson & Johnson and its consistent dividends, Bytes Technology Group as a potential opportunity, and Quilter's strong Q3 results. Sasol’s weak performance and the volatility of oil prices and the rand.
The post Booming Local Retail Sales and RIP Tito Mboweni appeared first on Just One Lap.
Excellent Capitec results show the stock not so expensive, should it be a core holding? Calgro & Balwin contrasting updates, Purple and Nvidia breaking higher, WBO wild chart and the Afrimat update.
The post Capitec, a Core Portfolio Holding? Balwin vs. Calgro M3. appeared first on Just One Lap.
REITS are booming and the best ETFs on the JSE in 2024, can it continue? Good local PMI and vehicle data fro September, Rand wobbles and China still flying.
The post REITs Booming and Still More to Come appeared first on Just One Lap.
China comes with a massive stimulus, can it save commodities? Rand moves stronger, changes to the Top40 index as we hit new all-time highs and rate cuts are finally here.
The post China to the Rescue and ZAR Powers Stronger. What’s the Target? appeared first on Just One Lap.
An asset light business can be an excellent investment and Simon looks at why and some example. He also covers; palladium, Finbond, the Altvest IPO, rates cuts, Rand strength, Outsurance results and why he likes the short-term insurance sector.
The post What’s an asset light business and why’s it a great investment appeared first on Just One Lap.
The Anglo selling of AngloPlatinum is bad as it creates an over hang, we also look at the broader PGM sector, when does the recovery start? Leisure stock results, Anglogold Ashanti buys into Egypt, but why use script? Strong AVI results and two-pot withdrawals hits R4billion.
The post AngloPlat has a problem and it’s only going to get worse appeared first on Just One Lap.
Rates are set to start coming down in September as "The time has come for policy to adjust", which sectors will benefit the most? A look at Nvidia results, Nike offering value?
The post Rates coming down next month, which sectors benefit most? appeared first on Just One Lap.
The market response to the GNU was swift and massive up over 3.5% on Tuesday. But can it hold and what about a strong rand ? Simon has ideas, he also looks at the RSA Retail Savings Bond potential lower rates for July and local inflation.
The post Can the GNU hold and send markets higher over the next five years? appeared first on Just One Lap.
US inflation cools, but FOMC not changing. Foschini good results boost sector, Spar better but SAP still an issue. Renergen gets some helium. Contemporary Amperex Technology Co., Limited an interesting Chinese battery maker and Rand moving stronger.
The post Market loving clothing retailers, we’ve got buying levels and is Spar finally good for you? appeared first on Just One Lap.
The two-pot pension system has arrived and we've got al the details. OPEC+ crashes oil, coalition talks on-going. Rainbow returns to the JSE after 17 years and nasty Q1 GDP.
The post Two-pot system is here, it’s actually three pots and we’ve everything you need to know appeared first on Just One Lap.
Woolies clothing horror update while Pepkor Fintech cleans up. Zeda surprises with a dividend and central banks are meeting on mass over the next few weeks, but only one is likely to cut rates.
The post And now ~ Woe is Woolies while Pepkor cleans up in smart phones appeared first on Just One Lap.
Strong Nvidia results and a stock split coming. Comparing home builders and vehicle sellers on the JSE. Richemont best luxury, rate cuts in September & November? Directors selling, Pick n Pay has a plan and Anglo America rejects a third BHP Group offer.
The post Nvidia juggernaut just keeps on going appeared first on Just One Lap.
Anglo American has a plan to beat off BHP Group, but will it work? Good results from Calgro M3 & Raubex and local market just off all time highs. NHI fears and more US tariffs on China.
The post Anglo has a plan to beat BHP Group, is it any good? appeared first on Just One Lap.
Local small caps are cheap, very cheap. But are they value or a value trap? Simon has a look and also looks into the Rand as it holds on ahead of elections, Amazon arrives in SA, trouble for local retailers?
The post Local small caps; value or value trap? appeared first on Just One Lap.
Powell goes all hawkish, BHP Group wants parts of Anglo American, offer deadline is 22 May. Strong Clicks results, oil crashing, changes to Sygnia tech ETFs and China charts looking good.
The post Bye-bye rate cuts an Anglo American, hello China appeared first on Just One Lap.
String Capitec results, but very expensive stock. Horror Sasol update, very cheap stock. Rates not coming down in 2024. Tencent having a good week, Naspers loving it while oil and gold are both weaker.
The post Capitec, great results. Very expensive stock. Sasol just a horror. appeared first on Just One Lap.
Purple swings back into profits thanks to Thrive. China GDP surprised and local inflation dips lower in March. Gold still flying and oil remains around $90.
The post Purple Thrives, gold flies and inflation dips lower appeared first on Just One Lap.
The impact of Sasol's Secunda reprieve, the soaring performance of PGM miners, China's economic outlook, WeBuyCars' upcoming listing, and the debate on inflation targeting
The post SARB wants a lower inflation target; how, why & implications? appeared first on Just One Lap.
Goldfields new Chilean mine took thirteen years, a looming commodity cliff? Tax receipts slightly better, oil and gold surging. The best and worst ETFs from Q1.
The post The looming commodity cliff appeared first on Just One Lap.
String Old Mutual results, but a bank? ADvTech operational leverage, MTN horror results, the SALTA people's choice and the MPC remains very hawkish on rates.
The post Telcos are horrid investments appeared first on Just One Lap.
Abenomics has worked but the Fed gives up on inflation sending gold higher while oil is creeping higher and threatening inflation. Results from Sun International, Remgro and Telkom sells tower business.
The post Abenomics worked, Fed not so much appeared first on Just One Lap.
US inflation is largely unchanged over the last nine months. Pick n Pay worries for REITs, poor Absa results and Quantum Foods, there really is no story.
The post US CPI hasn’t come down in 9 months! appeared first on Just One Lap.
Shoprite results saw them with more cash then the Pick n Pay market cap. But is Shoprite cheap at current levels? Bitcoin and Gold and all-time highs and the debt cost squeeze on corporate South Africa.
The post Shoprite could buy Pick n Pay, but should you buy Shoprite? appeared first on Just One Lap.
Nikkei 225 hitting all-time highs, Warren Buffett's annual letter, City Lodge results, MultiChoice's Canal+ offer, Bitcoin trends, and Pick n Pay updates.
The post Nikkei highs, Pick n Pay lows, Bitcoin +R1million appeared first on Just One Lap.
Budget 2024 unpacked with panel with;
Karyn Maughan, News24
Dr Albertus Marias, AJM Tax
Azhar Varachhia, Alpha Plus Capital
Simon Brown
The post Budget 2024 panel with AJM Tax appeared first on Just One Lap.
Richemont has retraced to support and is worth a long look? Shoprite results were simple "extraordinary" and solid Clagro M3 trading update all the while European economic data is bleak.
The post Richemont gets interesting, Shoprite gets “extraordinary” appeared first on Just One Lap.
Results have started coming fast and furious on the JSE and they're a mixed bag of the good, the ugly and the excellent. So this week we're reviewing results.
The post Results-a-rama, we review them all (almost) appeared first on Just One Lap.
Both Spur and Calgro M3 have been on my watch list and are breaking higher. Local July inflation almost back at the 4.5% target, Thungela results and more China woes.
The post Spur and Calgro M3 breaking higher appeared first on Just One Lap.
Economic and business data out of China continues to look weak when 2023 was expected to be a strong rebound after lifting their zero-covid policy late last year. Satrix closing ETFs & MTN fintech valuation.
The post China in trouble? appeared first on Just One Lap.
Aspen and Stephen Saad are making deals and looking like the Aspen of old before debt over whelmed them. Is there opportunity? Also; MTN currency woes, Prosus being smart and FOMC threaded the needle with aplomb?
The post Aspen back? Making deals and looking cheap? appeared first on Just One Lap.
Central banks speak directly but with blunt words, so how to we understand central banker speak especially around rates? And Shoprite shows why it is simple the best.
The post Understanding central banker speak appeared first on Just One Lap.
June inflation at 5.4% and back in the target range. When can we start asking about rate cuts? Pick n Pay and ArcelorMittal troubles.
The post Inflation back in range, now for rate cuts? appeared first on Just One Lap.
The Four Horsemen of Big Tech was a phrase from the late 90s to describe Microsoft, Intel, Cisco Systems and Dell Computer. Now we have the magnificent seven. And the Nasdaq is doing a weighting shuffle.
The post The Four Horsemen of Big Tech and the Nasdaq shuffle appeared first on Just One Lap.
The two-pot system for our retirement money is confirmed to start in March. What is it? What are the risks? What do we have to do?
The post Two-pot system is confirmed, here are the details (good and bad) appeared first on Just One Lap.
This week Simon puts together a watch list of SA Inc. shares that could do well over the next few years as things improve. He details his criteria and why he thinks SA could pick up.
The post A watch list of SA Inc stocks appeared first on Just One Lap.
Local May inflation came in 6.3%, a great number and potential for June is under 6% and back in the target range. Is inflation over? Can we start talking about rate cuts?
The post Bye bye inflation? Rate cuts next? appeared first on Just One Lap.
We've seen a number of strong dividend payers reduced dividends and in many cases to zero. We love dividends but this reminds us they're not forever and there are solutions for those needing income.
The post Disappearing dividends appeared first on Just One Lap.
Things are bleak right now in SA, but improvements are ahead and local SA Inc stock are cheap, very cheap. A basket of 10-15 profitable small and mid sized stocks could be a great trade in the year ahead.
The post Buying SA Inc. stocks appeared first on Just One Lap.
It started with grey listing in February. Then the Lady R expose and finally a 0.5% rate hike last week saw it almost hit 20. Does it ever strengthen again? And results from; TigerBrands, Zeda and Tsogo Sun Gaming.
The post There goes the Rand appeared first on Just One Lap.
Purple Group has launched their rights issue and shareholders need to respond. Either sell the rights or take them up, we go into all the details.
The post Purple rights issues, everything you need to know and do appeared first on Just One Lap.
Two surveys this week clearly shows that the South African consumer is poorer then they were a year ago. Avoid discretionary retailers. We also look at some great results from Calgro M3, a weak Rand, mining output and a whole bunch more.
The post Data confirms South African consumers are losing purchasing power appeared first on Just One Lap.
Once again everybody is talking about the end of the US$ as the worlds reserve currency. This is not a new conversation. Simon also look at the Transaction Capital results that the market hated and US economic data.
The post The end of the US$, again? appeared first on Just One Lap.
Implats update saw production at lower end of guidance while costs at the top of the range. This hurts margins. Also results from; CMH & Renergen and updates from Kumba and MTN looking cheap.
The post The PGM miner margin squeeze appeared first on Just One Lap.
Purple Group (owners of EasyEquities) results saw a loss for the six-months ending February. Share price is under pressure, but growing a business is never a straight line and Simon continues to hold.
The post Purple Group results, I’m holding appeared first on Just One Lap.
Reviewing Minister Gordhan's portfolio as reported to parliament. decent Capitec results, but is it ex-growth? Is it time to sell after holding for almost fifteen years?
The post Reviewing Gordhan’s portfolio & time to sell Capitec? appeared first on Just One Lap.
US March inflation came in strong at 5.0% and markets rallied. Simon reviews his current open trading positions. He is long everywhere, he details the trades and the system.
The post Current open trading positions, long everything appeared first on Just One Lap.
Local and global markets had a strong first quarter with the Nasdaq way out in front. And, what will get quality cheap SA Inc stocks moving higher?
The post Strong first quarter returns appeared first on Just One Lap.
Everybody loves dividends, of course we do. But there is a problem and that is tax. We pay a 20% Dividend Withholding Tax (DWT). This drags down our return and is higher than any Capital Gains Tax (CGT) we may pay in time.
The post The problem with dividends – tax appeared first on Just One Lap.
is there value in Transaction Capital now that some of the dust has settled? Steinhoff is over as shareholders vote against restructure and what of the global banking crisis/
The post Transaction Capital, is there value? appeared first on Just One Lap.
The news that SARS had won their appeal against Coronation sent the stock down 10% and a probably skipped dividend. We look into the numbers and possibility of a recovery.
The post Smacked in the face by Coronation appeared first on Just One Lap.
A paradigm shift is happening in AI and while it is still early days we know it is a game changer. How can we use it in our investing and trading?
The post A paradigm shift is happening appeared first on Just One Lap.
Load shedding is hurting the economy and exactly how much we saw in the Shoprite update as they spent R560million. A ±10% hit to operating profit.
The post How bad is load shedding hitting profits? appeared first on Just One Lap.
With lad shedding now a permanent feature in our lives, can we profit from listed shares making money from this disaster? There are a few, some direct and some less so.
The post Shares that profit from load shedding appeared first on Just One Lap.
People are always going to eat and this makes food retailers relatively defensive. But which of the four (Shoprite, Woolies, Pick n Pay & Spar) offers the best value?
The post Which food retailer offers value? appeared first on Just One Lap.
Now in its tenth year; predictions from Marc Ashton, Keith McLachlan and Simon Brown. Three predictions each and a call on Top40 and ZAR. Importantly first we mark last year's calls.
The post Predictions 2023 appeared first on Just One Lap.
Simon is buying Zeda after the unbundling and explains why, details on the business, risks and possible target price.
The post I’m buying Zeda appeared first on Just One Lap.
Oil is below $80 for the first tie in 2022. This is on the back of no production changes from OPEC+ and a price cap on Russian oil. But if the cap works it'll send oil higher, surely?
The post Oil below $80, first time in 2022 appeared first on Just One Lap.
The Top40 closed green YTD but the bigger issue is the Chinese zero-covid policy which has absolutely failed. As the worlds second largest economy this is bad news.
The post China zero-covid has failed, now what? appeared first on Just One Lap.
It's been a tough year, but locally the market has done alright. Banks are well-green and even the Top40 is only down a few percent. Simon has a look at some winners and losers.
The post Locally 2022 has not been all horror appeared first on Just One Lap.
One lesson from the FTX collapse, your crypto is only safe on your own hardware wallet, don't keep them on an exchange. And strong results from; Purple, Stor-Age, Ninety One and Transaction Capital
The post Keep your crypto coins safe appeared first on Just One Lap.
So you entered a trade and it's doing great and you're making money. Now comes the hard part, when do you exit that winner and lock n the profits? Simon has some ideas using practical examples.
The post When to sell a winning share? appeared first on Just One Lap.
The charts of the FAANG stocks look sick, very sick. But after recent results are any worth buying? Which has the brightest future and best potential?
The post After results, any FAANGs worth buying? appeared first on Just One Lap.
As a trader, we need to go where the money is because that's where we'll find profits. In this episode, Simon looks at how we find the money.
The post Go where the money is appeared first on Just One Lap.
A horror update from Murray & Roberts crashed the share price by over 40%. But their troubles look like industry issues so will other construction stocks follow soon?
The post Is it over for construction stocks? appeared first on Just One Lap.
The IMF downgraded global growth for the fourth tie this year, cutting this year and next. But the commentary was perhaps more important as they said "the worst is still to come".
The post “The worst is still to come” appeared first on Just One Lap.
The US$ index is trading at twenty-year highs with all currencies under pressure. What's causing it, what will be the impact and when will it reverse?
The post Rampant dollar appeared first on Just One Lap.
Has inflation peaked? The last two data points suggests so, but risks remain and more importantly what does this mean for interest rates?
The post Has inflation peaked? What of interest rates? appeared first on Just One Lap.
Simon lists his favourite books for traders and investors with two bonus books that'll help us make smarter decisions around money, investing and trading.
The post Ten books for traders and investors appeared first on Just One Lap.
Shoprite results saw the stock down 7.5% n the day. But look at the numbers show no real cause for concern, albeit the stock is expensive, as always. Simon gives both the bear and bull case for investing in Shoprite.
The post Bear and bull case for Shoprite after results appeared first on Just One Lap.
South Africa is at risk of being greylisted next month by the Financial Action Task Force (FATF). What happens then? Also results galore; Sun International, Cashbuuld and more.
The post Greylisting, what is it and what if it happens to SA? appeared first on Just One Lap.
Good Spur results with margin expansion pointing to even better profits (and share price increase) while Sasol pays a dividend after a tough few years.
The post Spur looking good and Sasol dividends appeared first on Just One Lap.
Massive results from Thungela Resources with an R60 dividend. But is it still a buy at current levels? We dig into the risks and potential rewards.
The post Is Thungela still a buy? appeared first on Just One Lap.
Investing is all about risk, without it we're just saving and not creating wealth. So embrace the risk, but do it knowing what you're doing.
The post Embrace the risk appeared first on Just One Lap.
As an investor or trader there is only one thing we control in the market. The price we pay and we need to make sure we're always using that one power.
The post There’s only thing we can control – the price we pay appeared first on Just One Lap.
After two decades as the lagger, Pick 'n Pay is finally catching up to Shoprite. But can it get ahead and become the dominant food retailer? Catching is one thing, overtaking another entirely.
The post Pick ‘n Pay catching Shoprite, can they overtake? appeared first on Just One Lap.
We're half a year into the bear market and the S&P500 is down some 20%. How much longer and lower will it go? We dig into the data.
The post The bear market, how much more to go? appeared first on Just One Lap.
Who doesn't love dividends. free money in a sense. But watch the details, it is more than just payouts and dividend yields. Know the details.
The post Dividends, love them but careful appeared first on Just One Lap.
Commodities across the board are heading weaker as fears around the strength of the global economy continue to worry investors. Also, supply chains moving from 'just in time' to 'just in case', what does this mean for businesses?
The post Commodities rolling over appeared first on Just One Lap.
Our 500th episode. Huge thanks to everybody for listening over the years. Also results from; Naspers, Prosus, leisure, Grindrod strong update and JSE update surprises.
The post Celebrating 500 episodes appeared first on Just One Lap.
With rates and inflation both rising and central banks now turning to QT. Does this spell trouble ahead for the crypto market?
The post Crypto in trouble with high rates, QT and inflation appeared first on Just One Lap.
US inflation is rampant, rates are well behind the curve so what does the Fed do? And crypto, failing a real test or liquidity.
The post It’s all about the bears, and inflation appeared first on Just One Lap.
The Robinhood listing has been a disaster. Listing at $38 it hit $85 and is now below $10. Is this a concern for Purple shareholders?
The post Are Robinhood’s troubles Purple concerns? appeared first on Just One Lap.
Everything has a price too high a which people stop buying. Commodities are the same and this week Simon looks at the process.
The post Commodity demand destruction appeared first on Just One Lap.
Ten baggers are great, but risky to spot. Just being a little better than the index creates real wealth at much lower risk.
The post Consistent little wins create wealth appeared first on Just One Lap.
Comparing results from Balwin and Calgro M3 (both in home building) and Shoprite vs. Pik n Pay (both food retail).
The post Balwin vs. Calgro & Shoprite vs. Pick n Pay appeared first on Just One Lap.
Latest Q1 GDP for the US was negative and they already have high inflation at levels last seen in the 1980s. Is stagflation coming?
The post Stagflation? appeared first on Just One Lap.
This episode details the world's ten oldest exchanges. When they started, what drove the growth and how they manage to survive.
The post The world’s oldest exchanges appeared first on Just One Lap.
The JSE wasn't the first exchange in South Africa but it has been around the longest. This episode details the history of stock exchanges in SA.
The post History of SA stock exchanges appeared first on Just One Lap.
Purple Group (owners of EasyEquities) results saw active users growing faster than expected. but profit per user was well down.
The post Purple results, mixed fortunes appeared first on Just One Lap.
The Russian Rouble is trading against the US$ back at levels from before the war broke out. This teaches us some important lessons.
The post What the Rouble teaches us appeared first on Just One Lap.
Simon has a look back at the first quarter of 2022 and the main movers locally. Banks and miners the winners, Naspers & Prosus losers.
The post 2022 winners so far, banks and miners appeared first on Just One Lap.
Tencent results saw the slowest quarterly growth since listing in 2004 and management say the high flying growth days are over.
The post Tencent ex-growth. Woe is Prosus & Naspers appeared first on Just One Lap.
China announced details that sent tech stocks flying including the local Naspers an Prosus What was the details and is everything now fine?
The post China makes peace with tech appeared first on Just One Lap.
Naspers and Prosus have seen their share prices collapse. Simon crunches the NAV to see if there really is value.
The post Prosus/Naspers, is there value in the NAV? appeared first on Just One Lap.
The impact of the Russian invasion of Ukraine on your investments. Rising inflation, energy, PGMs and food prices.
The post Investing while war rages in Europe appeared first on Just One Lap.
AJM Tax hosted a post budget panel reviewing the high and low lights of finance minister Enoch Godongwana first budget speech .
The post Budget 2022, highlights and lowlights appeared first on Just One Lap.
Purple Group, owners of EasyEquities, has fallen by some 30% in the last month. Simon digs into the numbers to see if there is value.
The post What’s down with Purple Group? appeared first on Just One Lap.
Recent Meta Platforms (Facebook) results saw the stock lose 25% in one day. Digging into the results Simon thinks they may be ex-growth.
The post Is Facebook (Meta Platforms) ex-growth? appeared first on Just One Lap.
The CPI basket is changing, trading updates are starting to arrive and the ARK Big Ideas 2022 report is out and well worth a read.
The post ARK Big Ideas 2022 appeared first on Just One Lap.
A rough start to the year for global markets and now the Fed confirms rate increases and the end of asset buying from March.
The post Podcast: Markets are spooked appeared first on Just One Lap.
Inflation remains high, oil hits seven-year highs and rates are increasing as the German 10-year goes positive. Changes are happening.
The post Podcast: Changes are coming appeared first on Just One Lap.
For the last ten years the first JSE Direct of the year os a predictions show with Marc Ashton, Keith McLachlan & Simon Brown.
The post Podcast: Predictions 2022 appeared first on Just One Lap.
Back in 2010 the world watched as Greece plunged further and further into a debt crisis with many expecting the EU to not survive.
The post Podcast: When Merkel saved Greece appeared first on Just One Lap.
On 20th September 2021 Evergrande missed interest payments which sent global stock markets falling. But three months later nobody cares.
The post Podcast: Evergrande, nobody cared appeared first on Just One Lap.
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?
The post Podcast: Where’s Ever Given? appeared first on Just One Lap.
Simon has a look back and the winners and losers from 2021 and the winners definitely took the top honours with some stellar returns.
The post Podcast: A great year for investors appeared first on Just One Lap.
The new variant has seen leisure stocks collapsing, but Simon was buying and he shares his logic and how he was ready when it happened.
The post Podcast: Buying leisure stocks appeared first on Just One Lap.