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Kaya 959
JSE Hits Historic 100,000 Points Milestone
Guest – Mark Randall, Director of Information Services at the JSE The Johannesburg Stock Exchange (JSE) today marks a historic milestone as the FTSE/JSE All Share Index (ALSI) hit 100,000 points – 1,000 times higher than its starting value of 100 points in January 1960. Over its 65-year journey, the ALSI has delivered annualised returns of over 11%, reflecting the resilience and growth of South Africa’s capital markets. 2025 has positioned the JSE among the best performing markets in the world in Dollar and Rand terms. Kaya 959 · Kaya FM
2025-07-23
08 min
Kaya Biz
JSE Hits Historic 100,000 Points Milestone
Guest – Mark Randall, Director of Information Services at the JSE The Johannesburg Stock Exchange (JSE) today marks a historic milestone as the FTSE/JSE All Share Index (ALSI) hit 100,000 points – 1,000 times higher than its starting value of 100 points in January 1960. Over its 65-year journey, the ALSI has delivered annualised returns of over 11%, reflecting the resilience and growth of South Africa’s capital markets. 2025 has positioned the JSE among the best performing markets in the world in Dollar and Rand terms. Kaya 959 · Kaya FM
2025-07-23
08 min
The Investor's Chair With Ivyn Sambo
S2E9: Why does the JSE Matter for Your Investment
Send us a textIn this episode, I unpack the growing trend of South African investors going all-in on the New York Stock Exchange often at the expense of the Johannesburg Stock Exchange (JSE). Is the JSE being unfairly sidelined, or is this a rational response to global market dynamics? I explore the implications of this shift, the risks of abandoning local markets, and why the JSE still plays a crucial role in South Africa’s economic ecosystem. Whether you're a seasoned investor or just curious about where your money goes, this conversation will challenge your perspective on...
2025-07-18
08 min
Nostalgia Mania
036 - The Blues Brothers
We're on a mission from God… and this week, it's to revisit one of the most iconic cult classics of all time: The Blues Brothers! In Episode 36, Josh and Bryan dive headfirst into the 1980 musical comedy that delivered unforgettable moments, legendary cameos, and a soundtrack that still hits hard decades later.We break down all the epic scenes—from mall car chases to soul-saving concerts—and highlight appearances from music legends like Ray Charles, Aretha Franklin, and James Brown. Whether you're a longtime fan or watching for the first time, this one's packed with rhythm, laughs, and pure n...
2025-06-20
1h 02
Limitless
Jamaica Stock Exchange (JSE) Decoded: The Hidden Profit Machine?
In this episode of the Limitless podcast, Matthew & Thaon analyze Jamaica Stock Exchange (JSE), breaking down how this fascinating company makes money from three key revenue streams! 📈 Is the JSE positioned for a bull market, and could the stock hit $15 within a year? 🤔We explore JSE's business model, recent financial performance, and future strategies—analyzing trading volume trends, revenue diversification through JCSD and trustee services, and the impact of the junior market capital increase to $750 million. Plus, how will interest rates, upcoming IPOs, and international partnerships shape the exchange's future? 🏢💰Is now the time to invest...
2025-06-14
1h 35
Mining Weekly Audio Articles
Following Shuka, two more JSE listings on way, Jason Brewer spells out
This audio is brought to you by Astec Industries, a Global Leader in manufacturing equipment for infrastructure, including asphalt production, construction, and material processing, driving innovation and sustainability. Following last week's dual listing of Shuka Minerals on the Johannesburg Stock Exchange's AltX, two more JSE listings are on the way, one of which is targeting the JSE's main board, mine developer Jason Brewer has outlined to Mining Weekly in an interview As the CEO of Marula Mining, the executive chairperson of Neo Energy Metals, and holder of the deep-seated shareholding in Shuka, Brewer has made it clear that...
2025-05-29
05 min
Nostalgia Mania
032 - Super Mario Bros 1993 Movie
This week on Nostalgia Mania, we’re warping back to 1993 to dive headfirst into one of the most bizarre and fascinating adaptations of all time — Super Mario Bros. the movie! Join your host The Real Josh Elliott as he explores the cult classic that baffled critics, confused fans, and yet somehow managed to earn a permanent 1-Up in nostalgic hearts across the globe.We cover everything from the film’s chaotic production history — including the constant script rewrites, the tension between Bob Hoskins and John Leguizamo, and the wild creative direction that turned the Mushroom Kingdom into a dystop...
2025-05-21
27 min
JSE Offices Singapore
Business Registration Singapore
Business Registration Singapore: Need Business Registration in Singapore? JSE Offices provides hassle-free business incorporation services, helping entrepreneurs and companies register their businesses quickly and efficiently. Whether you're a startup, SME, or foreign entity, we ensure a smooth registration process with expert guidance. Secure a prestigious business address, compliance support, and essential office services all in one place. Start your business journey with confidence and professionalism. Contact +65 9800 5898 today and let JSE Offices simplify your business registration in Singapore!
2025-03-10
00 min
JSE Offices Singapore
Virtual Office Singapore
Virtual Office Singapore: Looking for a Virtual Office in Singapore? JSE Offices offers premium virtual office solutions with a prestigious business address, mail handling, and professional call answering services. Ideal for startups, freelancers, and businesses seeking a cost-effective presence in Singapore. Enhance your corporate image while enjoying flexibility and convenience. Our services provide the perfect balance between professionalism and affordability. Contact us today at +65 9800 5898 to establish your business with a credible address and essential office support. Elevate your business with JSE Offices' trusted virtual office solutions!
2025-03-10
00 min
JSE Offices Singapore
Virtual Office
Virtual Office: Looking for a Virtual Office in Singapore? JSE Offices offers a prestigious business address, mail handling, and professional office services to enhance your corporate presence. Perfect for startups, entrepreneurs, and international businesses, our virtual office solutions provide flexibility and credibility without the high costs of a physical space. Enjoy seamless business operations with our prime Singapore location and dedicated support. Get started today with JSE Offices! Call us at +65 9800 5898 or visit JSE Offices for more details.
2025-03-10
00 min
JSE Offices Singapore
Virtual Office Address Singapore
Virtual Office Address Singapore: Looking for a Virtual Office Address in Singapore? JSE Offices provides a prestigious business address, professional mail handling, and essential office services to enhance your corporate presence. Ideal for startups, freelancers, and international businesses, our virtual office solutions offer credibility and flexibility without the cost of a physical space. Benefit from a prime Singapore location and reliable customer support. Establish your business effortlessly with JSE Offices. Contact us today at +65 9800 5898 to get started on your virtual office setup! Visit JSE Offices for more details.
2025-03-10
00 min
JSE Offices Singapore
Taxation Service Singapore
Taxation Service Singapore: Looking for professional Taxation Service in Singapore? JSE Offices provides expert tax solutions, ensuring your business complies with IRAS regulations. From corporate tax filing and GST reporting to tax planning and advisory, our experienced team helps you minimize tax liabilities while staying compliant. We simplify tax processes, helping businesses of all sizes navigate Singapore’s tax system with ease. Let us handle your tax matters efficiently and accurately. Contact JSE Offices at +65 9800 5898 or visit JSE Offices for reliable taxation services today!
2025-03-10
00 min
JSE Offices Singapore
GST Registration
GST Registration: Need GST Registration in Singapore? JSE Offices offers hassle-free GST registration services to help your business comply with IRAS regulations. Whether you're registering voluntarily or due to mandatory requirements, our experts guide you through the entire process, ensuring a smooth and efficient application. Stay tax-compliant and avoid penalties with our professional support. Let us handle the paperwork while you focus on growing your business. Contact JSE Offices at +65 9800 5898 or visit JSE Offices to get started today!
2025-03-10
00 min
JSE Offices Singapore
Corporate Secretary
Corporate Secretary: Looking for a trusted Corporate Secretary in Singapore? JSE Offices provides expert corporate secretarial services to ensure your business remains compliant with ACRA regulations. From company incorporation to statutory filings and governance support, our dedicated team simplifies administrative processes, allowing you to focus on business growth. We handle directorship changes, AGM filings, and regulatory compliance efficiently. Let us take care of your corporate secretarial needs with professionalism and reliability. Contact JSE Offices at +65 9800 5898 or visit JSE Offices for more details.
2025-03-10
00 min
JSE Offices Singapore
Corporate Secretary Service
Corporate Secretary Service: Looking for reliable Corporate Secretary Service in Singapore? JSE Offices offers professional corporate secretarial solutions to ensure your business stays compliant with ACRA regulations. From company incorporation to annual filing and governance support, our expert team provides seamless and hassle-free services tailored to your needs. Trust us to handle statutory obligations, directorship changes, and compliance matters efficiently. Contact JSE Offices today at +65 9800 5898 for expert corporate secretarial services that help your business grow with confidence. Visit JSE Offices for more details.
2025-03-10
00 min
JSE Offices Singapore
Accounting Service
Accounting Service: Looking for a reliable Accounting Service in Singapore? JSE Offices offers professional accounting solutions tailored to your business needs. From bookkeeping and financial reporting to tax compliance, our expert team ensures accuracy and efficiency. Whether you’re a startup or an established company, we help streamline your financial processes, so you can focus on growth. Trust JSE Offices for hassle-free accounting services with transparent pricing. Contact us today at +65 9800 5898 to discuss how we can support your business with top-notch accounting solutions. Visit JSE Offices now!
2025-03-10
00 min
JSE Offices Singapore
Accounting Service Singapore
Accounting Service Singapore: Looking for professional Accounting Service Singapore? JSE Offices provides comprehensive accounting solutions, including bookkeeping, tax filing, and financial reporting. Our experienced team ensures compliance with local regulations while optimizing your business finances. Whether you're a startup or an established company, we deliver accurate and efficient accounting services tailored to your needs. Let us handle your financial records so you can focus on growing your business. Contact JSE Offices today at +65 9800 5898 for expert accounting support. Visit JSE Offices to learn more!
2025-03-10
00 min
Limitless
Dr. Marlene Street Forrest on Building the JSE & Market Resilience 🌍
🌟 Dive into an exclusive conversation with Dr. Marlene Street Forrest, the Managing Director of the Jamaica Stock Exchange (JSE), as she shares insights on the evolution and resilience of Jamaica’s financial markets! Hosted by Dr. Matthew Preston and Dr. Thaon Simms, this episode takes you through Dr. Street Forrest's inspiring journey from her entrepreneurial roots to leading one of the Caribbean’s top stock exchanges. Learn about the transformative power of the JSE, how it supports wealth creation for all Jamaicans, and what’s next in their drive for sustainable development.0:00 - 0:37 | 🎉 Introduction & Investment Basics0:38 - 1:54 | 🎙️...
2024-12-07
53 min
Fresh Thinking by Snowden Optiro
76 - Mineral resource & reserve reporting for JSE-listed companies
In this episode, Vincent Agnello, Principal Consultant, and Shepherd Kadzviti, Head of Advisory - EMEA, discuss key aspects of mineral resource and reserve reporting for JSE-listed companies, including compliance with section 12.13, annual reporting requirements, and ensuring adherence to JSE regulations. This podcast episode at a glance: 00:10 Introduction 01:30 Overview of public reporting for JSE-listed companies 02:00 Discussion about section 12.13 02:27 Compliance requirements 03:00 Additional compliance obligations 03:30 Key aspects of annual reporting 04:40 Required brief summaries in the report 05:45 Further details required in the report 07:10 Supporting documents for the report 07:40 Post-submission process 08:00...
2024-09-09
10 min
Foord Asset Management
Foord Insights | How Foord Is Positioned For A Shrinking JSE
In this episode, investment professional Linda Eedes sits down with Nick Balkin, Chief Investment Officer in South Africa, to discuss the shrinking JSE and how Foord is adapting its position accordingly. (00:43) - Shrinking number of companies listed on the JSE (01:40) - The structural and cyclical elements to the shrinking JSE (02:30) - Impact on Foord’s multi-asset portfolio construction (04:40) - Liquidity issues from a smaller opportunity set (05:33) - Allocation of research responsibilities within the team
2024-06-19
07 min
Dr. Samantha T. Cooper Podcast
JSE and Lakes Counseling Collaboration - A Summer of Healing
In this episode, our team is joined by Rachel and Ruth from Lakes Counseling, making it a packed house! Together, Jen, Samantha, Emma, Rachel, and Ruth delve into Rachel's journey into counseling, swap heartwarming stories, share laughs, and cap it off with a thrilling announcement! Brace yourselves for "A Summer of Healing" as the team collaborates, brainstorming, and prepares for an inspiring video series that will grace screens throughout the season. Tune in for profound insights on nurturing connections with both your inner self and the world at large. Resources from this episode: Lakes Counseling Webs...
2024-05-14
22 min
Honest Money
From Dow Jones to JSE Top 40: A Deep Dive into the World of Index Investing
Join Warren Ingram and Romelon Chetty, a quantitative analyst at Prescient, as we explore the world of index investing, from the Dow Jones to the JSE Top 40. We'll delve into how these indices shape market performance and fund management, and the crucial role of discipline and delayed gratification in personal finance. Get ready for insightful revelations that connect the dots between global financial trends and individual decision-making.Topics/ Questions:Exploring the history and impact of index investing.Deep dive into indices: From Dow Jones to JSE Top 40 Index.Understanding the role of indices in...
2023-12-02
20 min
The Investor's Chair With Ivyn Sambo
S1E55: What to do when the Markets are down - Strategies for Success in the JSE and NYSE
Send us a textIn this episode, Ivyn navigates through the stormy seas of the Johannesburg Stock Exchange (JSE) and the New York Stock Market, exploring real-life examples and statistics to guide you through downturns.Discover how to maintain composure when markets dip, uncover the power of diversification in the South African context, and gain insights into strategic opportunities during volatile times. Ivyn sheds light on defensive stock tactics and identifies resilient companies in both the JSE and NYSE. Learn how seasoned investors approach market downturns, find opportunities amidst chaos, and adapt their strategies for...
2023-11-20
16 min
ETM's Markets Magnified
JSE delisting dilemma
Delistings plague the JSE with an average of 15 companies dropping the stock exchange every year since 2015. The repercussions are extensive, is the JSE in trouble? Galileo Capital CEO, Theo Vorster shares his insights.
2023-11-14
15 min
The Investor's Chair With Ivyn Sambo
S1E30: Investing into Penny Stocks on the JSE - High Risks, High Rewards
Send us a textIn this exciting episode of The Student Investor podcast, host Ivyn Sambo delves into the captivating world of penny stocks on the Johannesburg Stock Exchange (JSE) in South Africa. Join us as we explore what penny stocks are, their unique characteristics, and the key factors to consider before investing in them.Discover the allure of these low-priced stocks and the potential opportunities they present, but also uncover the inherent risks associated with them. Ivyn provides valuable insights on the volatility, lack of information, liquidity challenges, and higher risk involved in penny...
2023-06-05
14 min
The Jamaica Stock Exchange & You
A One on One with the JSE’s 100th Listed Company
It's The Jamaica Stock Exchange & You Podcast, and I am your host, Heneka Watkis-Porter. One on One Educational Services is the Caribbean's most prominent education technology (edtech) company. Its award-winning Learning Management System (LMS) delivers personalized online, on-demand, and leading-edge learning solutions. The invitation for a subscription of 380,000,000 ordinary shares in One on One Educational Services Limited opened and closed on the same day, August 12, 2022. The company brought in $3B for its IPO. One on One's listing makes it the 100th active company to be listed on the JSE in its 53-year history. It will...
2022-09-19
30 min
The Jamaica Stock Exchange & You
The JSE's Caribbean Business Exchange
The Jamaica Stock Exchange and You is brought to you by CUMAX Wealth Management, "making more possible." Cable television is a system of delivering television programming to viewers via radio frequency signals transmitted through electrical cables; in more recent systems, light pulses through fibre-optic cables. You might be wondering why I am opening up with this information about cable TV on the JSE's podcast. I have a good cause. The JSE's mission is to contribute to the growth and development of the territories where they conduct business, by facilitating the mobilization, exchange, and expansion of...
2022-08-29
21 min
FABWORK
JSE#22 - Cargos de Liderança: Poder e Responsabilidade com Daniela Siaulys VP de Desenvolvimento Econômico Internacional
Primeiro podcast Juntos Somos Exponenciais 2022 no ar! Ainda estamos impactados por essa conversa, que vem especial para quem está em posição de liderança ou a tem como objetivo de carreira. A convidada da vez foi a Daniela Siaulys, VP de Desenvolvimento Econômico Internacional, pioneira no movimento Empresa Júnior e dona de uma trajetória quase impossível de resumir em apenas um post. Daniela atuou e atua em grandes empresas no Brasil e no mundo, a exemplo da Conair Corporation, Detecon Alemanha, Fórum Econômico de Davos, Harvard Business School Publishing...
2022-03-01
57 min
Thou Shall Prosper!!
Investing in Small to Medium Caps on the JSE (PART 3)
In this episode, we are joined by Anthony Clark, JSE Equity Analyst with over 27 years experience and Thamsanqa Netha, the founder of the investment company, Shiloh Capital. They both share their experiences, pearls of wisdom on how to discover and invest in Small-to Medium caps on the JSE.
2021-11-01
17 min
Thou Shall Prosper!!
Investing in Small to Medium Caps on the JSE (PART 2)
In this episode, we are joined by Anthony Clark, JSE Equity Analyst with over 27 years experience and Thamsanqa Netha, the founder of the investment company, Shiloh Capital. They both share their experiences, pearls of wisdom on how to discover and invest in Small-to Medium caps on the JSE.
2021-11-01
1h 06
Thou Shall Prosper!!
Investing in Small to Medium Caps on the JSE (PART 1)
In this episode, we are joined by Anthony Clark, JSE Equity Analyst with over 27 years experience and Thamsanqa Netha, the founder of the investment company, Shiloh Capital. They both share their experiences, pearls of wisdom on how to discover and invest in Small-to Medium caps on the JSE.
2021-10-31
34 min
JSEDirect with Simon Brown
The JSE is down, literally (#457)
Simon Shares JSE is broken. 100 MW gazetted. Renergen* (JSE code: REN) update. South Africa inflation lower at 4.6% in July 2021. Tencent (Hong Kong code: 700) results. Resource stocks ex-div. But still lots of pain. Super BHP Group* (JSE code: BHP) results. New Clean energy and water ETNs listed. * I hold ungeared positions. Upcoming events; 19 August ~ JSE Power Hour: BEE shares and the JSE 02 September ~ JSE Power Hour: Picking the next winning stock 14 October ~ Investment Fundamentals with Keith McLachlan
2021-08-19
17 min
WorldWide Markets with Simon Brown
The JSE is down, literally (#457)
Simon Shares JSE is broken. 100 MW gazetted. Renergen* (JSE code: REN) update. South Africa inflation lower at 4.6% in July 2021. Tencent (Hong Kong code: 700) results. Resource stocks ex-div. But still lots of pain. Super BHP Group* (JSE code: BHP) results. New Clean energy and water ETNs listed. * I hold ungeared positions. Upcoming events; 19 August ~ JSE Power Hour: BEE shares and the JSE 02 September ~ JSE Power Hour: Picking the next winning stock 14 October ~ Investment Fundamentals with Keith McLachlan
2021-08-19
17 min
The Jamaica Stock Exchange & You
Why Your Investment Plan Should Include the JSE eCampus
We interviewed Samuel Parkes, Principal, Jamaica Stock Exchange eCampus. In this episode, we cover Why Your Investment Plan Should Include the JSE eCampus. Some of what we looked at were: The eCampus started in 2010, what is the role of this facility? Why is professional certification/ continuous learning important? What are some of the course offerings available at the eCampus? Who does it cater to? Academic qualification/requirement to take courses? And lots more including our audience question from Ramon Leachman who asked, “I note this is an accredited programme with the UC...
2021-05-17
18 min
JSEDirect with Simon Brown
How the JSE protects investors (#444)
Simon Shares Revego* (JSE code: RVG) was supposed to list today but has delayed their listing. I applied for allocation as I like the business model of renewable energy with guaranteed inflation-linked off-take agreements. They invest into operational renewable asset and are targeting a 8%-10% dividend yield, based off the 1000c listing price. * I hold ungeared positions. Total world ETF from CoreShares Cache This: Gadget insurance Upcoming events; 06 March ~ JSE Power Hour: Finding income in JSE listings Subscribe to our feed here Subscribe or review us in iTunes JSE protections With th...
2021-04-29
19 min
WorldWide Markets with Simon Brown
How the JSE protects investors (#444)
Simon Shares Revego* (JSE code: RVG) was supposed to list today but has delayed their listing. I applied for allocation as I like the business model of renewable energy with guaranteed inflation-linked off-take agreements. They invest into operational renewable asset and are targeting a 8%-10% dividend yield, based off the 1000c listing price. * I hold ungeared positions. Total world ETF from CoreShares Cache This: Gadget insurance Upcoming events; 06 March ~ JSE Power Hour: Finding income in JSE listings Subscribe to our feed here Subscribe or review us in iTunes JSE protections With th...
2021-04-29
19 min
The Jamaica Stock Exchange & You
The Role Of The JSE Private Market Platform In Unlocking Capital And Providing Efficiencies
We interviewed Steven Gooden, President, Jamaica Securities Dealers Association & CEO, NCB Capital Markets In this episode, we cover The Role of the JSE Private Market in Unlocking Capital and Providing Efficiencies. Some of what we looked at were: What is the JSE Private Market platform? What are the general and listing requirements of the platform? How does it provide efficiencies for the access of capital? And lots more! Connect with Steven Gooden on LinkedIn. NCB Capital Markets; Telephone: 1-876-960-7108 Jamaica Securities Dealers Association; Telephone: 876-927-6238 Thanks for listening to The Ja...
2021-02-08
20 min
Womanity - Women in Unity
Former CEO Johannesburg Stock Exchange (JSE) – Nicky Newton-King
This week on Womanity-Women in Unity, Dr. Amaleya Goneos-Malka talks to Nicky Newton-King, who is the former CEO of the Johannesburg Stock Exchange and spent over two decades with the JSE in various positions. She played prominent roles in the transformation and modernisation of the Exchange with respect to gender, race and technology. Diversity should be treated as a competitive advantage, not a scorecard tick. She championed the idea of businesses being socially responsible entities, driving a new consciousness about corporates and how they do business to move towards more conscious capitalism. Leadership brings immense responsibility but also opportunity to...
2021-02-04
45 min
Womanity - Women in Unity
Former CEO Johannesburg Stock Exchange (JSE) – Nicky Newton-King
This week on Womanity-Women in Unity, Dr. Amaleya Goneos-Malka talks to Nicky Newton-King, who is the former CEO of the Johannesburg Stock Exchange and spent over two decades with the JSE in various positions. She played prominent roles in the transformation and modernisation of the Exchange with respect to gender, race and technology. Diversity should be treated as a competitive advantage, not a scorecard tick. She championed the idea of businesses being socially responsible entities, driving a new consciousness about corporates and how they do business to move towards more conscious capitalism. Leadership brings immense responsibility but also opportunity to...
2021-02-04
45 min
BusinessLIVE - For Your Ear
JSE faces mixed Asian markets on Friday
The JSE faces mixed Asian markets on Friday morning, with trade in US markets volatile overnight as tech stocks continue to be sold off. Tech stocks have fared well so far in 2020, and have been under pressure in September, in what some analysts said was an inevitable correction. What the European Central Bank (ECB) on Thursday did was upbeat regarding the eurozone’s economic outlook, analysts said, but failed to fully address concerns about a stronger euro, analysts said. The ECB was less dovish than anticipated but the single currency failed to hold onto its gains as Brexit risks...
2020-09-11
01 min
General Podcast
JSE will be hosting its third #JSESheInvest
In an effort to increase female representation amongst investors, the Johannesburg Stock Exchange - JSE will be hosting its third #JSESheInvest summit on Saturday the 8th to mark Women's Day. South Africa celebrated Women's Day annually on August the 9th. The JSE's annual event aims to empower, educate and support women who want to achieve financial freedom through investing on the stock market. Due to lockdown regulation, this will be a virtual event, with the digital platform providing an opportunity to expand its footprint and reach even more women from all walks of life. Each year the summit aims to...
2020-08-13
05 min
JSEDirect with Simon Brown
JSE wonder drug (#404)
Simon Shares Here's a gem from the Herenya Capital Advisors Twitter account, albeit Remedica is up for sale and we've had lots of early hype on drugs that quickly fizzled out. Ascendis Healths subsidiary Remedica manufactures Dexamethasone which apparently helps combat severe cases and is being approved by the NHS. pic.twitter.com/XUw9VPHwdg — Herenya Capital Advisors (@HerenyaCapital) June 17, 2020 That said, Aspen (JSE code: APN) issued a SENS stating "It is confirmed that Aspen owns rights to this product and distributes both injectables and/or tablets containing dexamethasone in a number of countries." But...
2020-06-18
19 min
WorldWide Markets with Simon Brown
JSE wonder drug (#404)
Simon Shares Here's a gem from the Herenya Capital Advisors Twitter account, albeit Remedica is up for sale and we've had lots of early hype on drugs that quickly fizzled out. Ascendis Healths subsidiary Remedica manufactures Dexamethasone which apparently helps combat severe cases and is being approved by the NHS. pic.twitter.com/XUw9VPHwdg — Herenya Capital Advisors (@HerenyaCapital) June 17, 2020 That said, Aspen (JSE code: APN) issued a SENS stating "It is confirmed that Aspen owns rights to this product and distributes both injectables and/or tablets containing dexamethasone in a number of countries." But...
2020-06-18
19 min
Podcast2
Satrix SA Bond ETF is the sixth local Bond ETF to list on the JSE
South Africa's Johannesburg Stock Exchange - the JSE - has welcomed the Satrix SA Bond ETF, to the main board of the JSE in its first virtual listing, and the first ETF listing in 2020. The Satrix SA Bond ETF is the sixth local Bond ETF to list on the JSE - thus opening up even wider choice for investors in search of debt exposure, in a single instrument. The JSE's Business Development and Exchange Traded Products, Adele Hatting elaborates further on this issue…That's Adele Hatting, Business Development and Exchange Traded Products at the Johannesburg Stock Exchange talking to...
2020-05-14
04 min
Money Media
TAKING STOCK - 20 IPOs CONFIRMED FOR 2020! CAN JSE MANAGE? RECORD JOBS NUMBERS! AND MORE!!!
Managing Director of the Jamaica Stock Exchange, Marlene Street Forrest, says so far, twenty companies have signaled their intention to list on the JSE in 2020. Is the JSE prepared to manage this level of activity? And THE ANALYSTS, Neville Graham and Gillian Jackson, weigh in on the latest market and economic developments. Jamaica's unemployment rate hits a record low. What does this mean for business?
2020-01-22
39 min
Earnings Season
Earnings Season: Episode 10 - The New JSE Index (MDI)
This week Randy (@RTRowe) and Danhai (@HDanhai) cover the latest announced Index from the $JSE.ja; the Manufacturing and Distribution Index. They cover a few other things like the TransJA IPO, $PJX.ja's results, $BPOW.ja's Lumber IPO explanation and a whole lot more. Show Notes: What's an Index? - http://bit.ly/2FXxX0b $JSE.ja's MDI Announcement - http://bit.ly/32iB8se $JSE.ja's MDI - http://bit.ly/2Bh1A9N $JSE.ja's MDI (Oct 16th, 2019) - https://imgur.com/86qEMjQ $JSE.ja'sFinancial Index Announcement - http://bit.ly/2BeSL...
2019-10-17
49 min
INCE|Connect News
Ingham Analytics issues a note on the healthcare sector of the JSE
Ingham Analytics issues a note on the healthcare sector of the JSE Ingham Analytics says healthcare stocks Mediclinic, Life Healthcare, and Netcare have been pummelled and as if the National Health Insurance Bill wasn't enough there is now the Health Market Inquiry report, creating further uncertainty. They assess the implications for the big three hospital groups. The insights, as usual, are to the point and a must read. Ingham Analytics issues a note on the healthcare sector of the JSE, focusing in the big three hospital groups Mediclinic, Life Healthcare, and Netcare. The note is titled "Regulatory woes". Stories you...
2019-10-04
02 min
WorldWide Markets with Simon Brown
Fear and loathing on the JSE (#347)
Simon Shares A strong start to the year and so far it seems to be continuing (even as the Rand trdes belw R14) - long may it last. Important to remember that Rand strength is not always the end of the world for our market as it signals foreign buying. S&P500 ETFs. Up coming events; 11 April ~ JSE Power Hour: Know your fees with Nerina Visser Fear and loathing on the JSE We're seeing a new trend on the JSE whereby stock prices are slaughtered after poor (or even just modest) results. Sure bad results...
2019-04-11
22 min
JSEDirect with Simon Brown
Fear and loathing on the JSE (#347)
Simon Shares A strong start to the year and so far it seems to be continuing (even as the Rand trdes belw R14) - long may it last. Important to remember that Rand strength is not always the end of the world for our market as it signals foreign buying. S&P500 ETFs. Up coming events; 11 April ~ JSE Power Hour: Know your fees with Nerina Visser Fear and loathing on the JSE We're seeing a new trend on the JSE whereby stock prices are slaughtered after poor (or even just modest) results. Sure bad results...
2019-04-11
22 min
Financial Mail Taking Care of Business
Taking Care of Business | Staying alive: the JSE's next decade
MultimediaLIVE — Few listed companies have had it easy in the last year, let alone the stock exchange itself: the venerable JSE. It's seen volumes shrink and companies de-list, fielded accusations that it's not done enough to protect investors (think Steinhoff, Resilient and Oakbay) and now, is witness to the gradual exit of Naspers with the planned Euronext listing for its internet assets. How does Nicky Newton-King remain chipper? And what is the future for the exchange? This week in Taking Care of Business, FM editor Rob Rose and BDTV anchor Giulietta Talevi sit down with the JSE...
2019-04-08
00 min
Financial Mail Taking Care of Business
Taking Care of Business | Staying alive: the JSE's next decade
Few listed companies have had it easy in the last year, let alone the stock exchange itself: the venerable JSE. It's seen volumes shrink and companies de-list, fielded accusations that it's not done enough to protect investors (think Steinhoff, Resilient and Oakbay) and now, is witness to the gradual exit of Naspers with the planned Euronext listing for its internet assets. How does Nicky Newton-King remain chipper? And what is the future for the exchange? This week in Taking Care of Business, FM editor Rob Rose and BDTV anchor Giulietta Talevi sit down with...
2019-04-08
41 min
Beyond The Stock Price
Best and Worse Stocks on the JSE for 2018
Beyond The Stock Price Episode 009 - Best and Worse Performing Stocks on the JSE for 2018. The JSE Combined Index ends 2018 up 30% beating the DOW and the S&P 500. There were 8 stocks that went up 100%. Barita Investment (JSE : $BIL) was the best performer, ending 2018 up 611%.
2019-01-02
19 min
INCE|Connect News
Motus accelerates towards JSE listing
Motus accelerates towards JSE listingThe automotive group says its own listing will provide shareholders with anopportunity to participate directly in its success.Motus Holdings lists on the JSE today ending a multi-year journey to createmore value for shareholders of Imperial Holdings. The automotive group hasbeen unbundled from parent company Imperial Holdings, which changes its nameon 5 December to Imperial Logistics.Imperial shareholders are getting one Motus share for each Imperial share inthe unbundling, giving them the choice between the consumer-facing automotivebusiness or the logistics business, which has a corporate client base. Thedecision to separate the two was taken after a strategic...
2018-11-21
02 min
JSEDirect with Simon Brown
#224: Private equity coming to the JSE
Private equity coming to the JSE Simon Shares So Trump is real and is now officially the Republican nomination for the US presidency. The point is he can win it and then the question is what will markets do? Likely pretty much like what happened after Brexit, initial panic and then they will move on. The first IG Master Class kicked off on Tuesday with a complete CFD share trading system. Nice simple and practical with a follow up webcast on 2 August at 1pm. I have added a live link to prices I am prepared to...
2016-07-21
21 min
WorldWide Markets with Simon Brown
#224: Private equity coming to the JSE
Private equity coming to the JSE Simon Shares So Trump is real and is now officially the Republican nomination for the US presidency. The point is he can win it and then the question is what will markets do? Likely pretty much like what happened after Brexit, initial panic and then they will move on. The first IG Master Class kicked off on Tuesday with a complete CFD share trading system. Nice simple and practical with a follow up webcast on 2 August at 1pm. I have added a live link to prices I am prepared to...
2016-07-21
21 min
WorldWide Markets with Simon Brown
JSE Direct 222: Stock Broker vs. FSP
Stock Broker vs. FSP Stock Broker vs. FSP Simon Shares So Brexit is now a thing, or is it? Mostly it is confusion. Money Expo this Friday and Saturday. My 'till death do us part' portfolio webcast in next week Thursday at 8pm. Satrix Indi has been a star ETF with the best returns over 10 years at over 400%. Lazy System is long Indi25 and MidCap. Charles Savage, CEO Purple Capital / Easy Equities What's the difference between a traditional stock broker and a Financial Services provider (FSP)? Is a FSP risky and do I...
2016-07-07
20 min
JSEDirect with Simon Brown
JSE Direct 222: Stock Broker vs. FSP
Stock Broker vs. FSP Stock Broker vs. FSP Simon Shares So Brexit is now a thing, or is it? Mostly it is confusion. Money Expo this Friday and Saturday. My 'till death do us part' portfolio webcast in next week Thursday at 8pm. Satrix Indi has been a star ETF with the best returns over 10 years at over 400%. Lazy System is long Indi25 and MidCap. Charles Savage, CEO Purple Capital / Easy Equities What's the difference between a traditional stock broker and a Financial Services provider (FSP)? Is a FSP risky and do I...
2016-07-07
20 min
WorldWide Markets with Simon Brown
JSE Direct 221: Simon's till death us part portfolio
Simon's till death us part portfolio Simon Shares In last weeks show I covered Porter's Five Forces for selecting awesome shares worthy of investing in. This week I delve into my personal 'til death do us part' portfolio explaining why I hold each share. In two weeks (13 July, book here) we'll have a webcast where you can interrogate my selection and also propose shares of your own for inclusion into a 'til death do us part' portfolio. At the time of recording my portfolio is as below (Find my consistently updated portfolio here)
2016-06-30
33 min
JSEDirect with Simon Brown
JSE Direct 221: Simon's till death us part portfolio
Simon's till death us part portfolio Simon Shares In last weeks show I covered Porter's Five Forces for selecting awesome shares worthy of investing in. This week I delve into my personal 'til death do us part' portfolio explaining why I hold each share. In two weeks (13 July, book here) we'll have a webcast where you can interrogate my selection and also propose shares of your own for inclusion into a 'til death do us part' portfolio. At the time of recording my portfolio is as below (Find my consistently updated portfolio here)
2016-06-30
33 min
JSEDirect with Simon Brown
JSE Direct 218:Getting to grips with fees
Simon Shares New logo for JSE Direct to bring it inline with the new Just One Lap branding. S&P is negative but not junk, Fitch says we stable, GDP says we half way to a recession. GIVISA, the cheapest ETF on the JSE. But is it any good? Kristia goes on a nerdy bender digging into the details. Keith McLachlan on building a small cap portfolio. The Just One Lap team is starting to do more Periscope videos; follow us all at; DeeOnMoneyZA TraderPetri KristiaVH SimonPB Zack Bezuidenhout S&P Dow Jones Indices We...
2016-06-09
28 min
WorldWide Markets with Simon Brown
JSE Direct 218:Getting to grips with fees
Simon Shares New logo for JSE Direct to bring it inline with the new Just One Lap branding. S&P is negative but not junk, Fitch says we stable, GDP says we half way to a recession. GIVISA, the cheapest ETF on the JSE. But is it any good? Kristia goes on a nerdy bender digging into the details. Keith McLachlan on building a small cap portfolio. The Just One Lap team is starting to do more Periscope videos; follow us all at; DeeOnMoneyZA TraderPetri KristiaVH SimonPB Zack Bezuidenhout S&P Dow Jones Indices We...
2016-06-09
28 min
WorldWide Markets with Simon Brown
JSE Direct 217: Can DIY investing beat the market?
Can DIY investing beat the market? Simon Shares PPC in real trouble. Management have let the company down by not spending up capex locally, not hedging their USD debt and now they need a massive rights issue. Will they survive? Are local markets pricing in a downgrade? Nobody knows either what Standard & Poors will say or what the market is or is not pricing in. We have a new podcast going live every week, The Fat Wallet Show. In it Just One Lap CEO Kristia van Heerden, picks a topic and asks questions until she...
2016-06-02
23 min
JSEDirect with Simon Brown
JSE Direct 217: Can DIY investing beat the market?
Can DIY investing beat the market? Simon Shares PPC in real trouble. Management have let the company down by not spending up capex locally, not hedging their USD debt and now they need a massive rights issue. Will they survive? Are local markets pricing in a downgrade? Nobody knows either what Standard & Poors will say or what the market is or is not pricing in. We have a new podcast going live every week, The Fat Wallet Show. In it Just One Lap CEO Kristia van Heerden, picks a topic and asks questions until she...
2016-06-02
23 min
WorldWide Markets with Simon Brown
JSE Direct 216: A simple diverse ETF portfolio
A simple diverse ETF portfolio Simon Shares Balwin (JSE code: BWN) knocked their results out of the park, but my bigger picture concerns remain. Standard & Poors down grade or not is next Friday. I did a Twitter poll that came in split by 1 vote. So nobody knows. Twitter poll on SP downgrade Complexity of costs. Come industry make it simple. Mining: Returning to the mean? Peter Major did an excellent JSE Power Hour for us, the video is here. On the ETF blog this week we look at the Pref shares ETF (JSE code: PREFTX). 2 June...
2016-05-26
36 min
JSEDirect with Simon Brown
JSE Direct 216: A simple diverse ETF portfolio
A simple diverse ETF portfolio Simon Shares Balwin (JSE code: BWN) knocked their results out of the park, but my bigger picture concerns remain. Standard & Poors down grade or not is next Friday. I did a Twitter poll that came in split by 1 vote. So nobody knows. Twitter poll on SP downgrade Complexity of costs. Come industry make it simple. Mining: Returning to the mean? Peter Major did an excellent JSE Power Hour for us, the video is here. On the ETF blog this week we look at the Pref shares ETF (JSE code: PREFTX). 2 June...
2016-05-26
36 min
WorldWide Markets with Simon Brown
JSE Direct 215: Doing risk right
Doing risk right A very long show this week (over an hour), but totally worth every second of listening. Last week I reflected on the Sanlam i3 Summit I attend and his week I speak with Roland Rousseau (Head of Barclays Risk Strategy Group) on his presentation at the conference. Roland is looking at this whole idea of asset or fund manager being outdated and suggesting we rather need risk managers. He has great insights and ideas and this wide ranging conversation on risk has got me thinking a lot more about a lo...
2016-05-19
1h 02
JSEDirect with Simon Brown
JSE Direct 215: Doing risk right
Doing risk right A very long show this week (over an hour), but totally worth every second of listening. Last week I reflected on the Sanlam i3 Summit I attend and his week I speak with Roland Rousseau (Head of Barclays Risk Strategy Group) on his presentation at the conference. Roland is looking at this whole idea of asset or fund manager being outdated and suggesting we rather need risk managers. He has great insights and ideas and this wide ranging conversation on risk has got me thinking a lot more about a lo...
2016-05-19
1h 02
WorldWide Markets with Simon Brown
JSE Direct 213: Master class in investing
Master class in investing Simon Shares This week we look at a bond ETF, ASHINF. We're doing a webcast of the lazy trading system on the 12th at 8pm. Hlelo Giyose – First Avenue Investment Management Hlelo talks stocks but the conversation goes into much more than just some of his current preferred stocks. He delves into what makes great companies, how to spot them and when to buy them. A master class in investing. JSE – The JSE is a registered trademark of the JSE Limited. JSEDirect is an independent broa...
2016-05-05
35 min
JSEDirect with Simon Brown
JSE Direct 213: Master class in investing
Master class in investing Simon Shares This week we look at a bond ETF, ASHINF. We're doing a webcast of the lazy trading system on the 12th at 8pm. Hlelo Giyose – First Avenue Investment Management Hlelo talks stocks but the conversation goes into much more than just some of his current preferred stocks. He delves into what makes great companies, how to spot them and when to buy them. A master class in investing. JSE – The JSE is a registered trademark of the JSE Limited. JSEDirect is an independent broa...
2016-05-05
35 min
WorldWide Markets with Simon Brown
JSE Direct 212: Where to invest offshore?
Where to invest offshore? Simon Shares Pick n Pay (JSE code: PIK) results show the turn around is very much working albeit the stock remains very expensive. But the margins are still way to slim at 2% and less than half that of Shoprite (JSE code: SHP). This has to be the focus going forward if they have any hope of justifying the stretched valuation. MTN is getting money out of Iran, reportedly USD1billion and this certainly helps with the Nigerian fine, but once again this comes from third party sources not from the company via...
2016-04-28
24 min
JSEDirect with Simon Brown
JSE Direct 212: Where to invest offshore?
Where to invest offshore? Simon Shares Pick n Pay (JSE code: PIK) results show the turn around is very much working albeit the stock remains very expensive. But the margins are still way to slim at 2% and less than half that of Shoprite (JSE code: SHP). This has to be the focus going forward if they have any hope of justifying the stretched valuation. MTN is getting money out of Iran, reportedly USD1billion and this certainly helps with the Nigerian fine, but once again this comes from third party sources not from the company via...
2016-04-28
24 min
WorldWide Markets with Simon Brown
JSE Direct 211: An investment check list
An investment check list Simon Shares Everybody is freaking out on the Capital&Counties (JSE code: CCO) sell off, some 50% off the highs of January. Really driven by three things; it had been flying, stronger ZAR against Sterling and concerns about Brexit. Long term not an issue, so if you love the stock nows your chance to get more cheaper. Kristia van Heerden (Just One Lap CEO) tweeted some thoughts from last weeks podcast where I spoke about expectations. Her comment was that managing expectations doesn't start with investing. It's also about debt, hating on your job. These need fixing...
2016-04-21
25 min
JSEDirect with Simon Brown
JSE Direct 211: An investment check list
An investment check list Simon Shares Everybody is freaking out on the Capital&Counties (JSE code: CCO) sell off, some 50% off the highs of January. Really driven by three things; it had been flying, stronger ZAR against Sterling and concerns about Brexit. Long term not an issue, so if you love the stock nows your chance to get more cheaper. Kristia van Heerden (Just One Lap CEO) tweeted some thoughts from last weeks podcast where I spoke about expectations. Her comment was that managing expectations doesn't start with investing. It's also about debt, hating on your job. These need fixing...
2016-04-21
25 min
JSEDirect with Simon Brown
JSE Direct 210: Realistic expectations and success
Realistic expectations and success Simon Shares The rand is back where it was when then Finance Minster Nene was fired. So everybody who was lamenting that they missed their chance to get money offshore into USD, here's your second chance. The NewFunds ILBI (JSE code: NFILBI) is our focus ETF this week. Tracking inflation linked bonds it sounds perfectly boring but actually looks really interesting for a broad ETF portfolio. Expectations. What are your expectations from your trading and/or investing? Are they reasonable? Are they hurting your ability to create wealth? We Get Mail
2016-04-14
19 min
WorldWide Markets with Simon Brown
JSE Direct 210: Realistic expectations and success
Realistic expectations and success Simon Shares The rand is back where it was when then Finance Minster Nene was fired. So everybody who was lamenting that they missed their chance to get money offshore into USD, here's your second chance. The NewFunds ILBI (JSE code: NFILBI) is our focus ETF this week. Tracking inflation linked bonds it sounds perfectly boring but actually looks really interesting for a broad ETF portfolio. Expectations. What are your expectations from your trading and/or investing? Are they reasonable? Are they hurting your ability to create wealth? We Get Mail
2016-04-14
19 min
JSEDirect with Simon Brown
JSE Direct 209: Hating on unit trusts
Hating on unit trusts Simon Shares SPIVA results for South Africa are out and they track how many active managers fail to beat the index. Truth is that even over 1 year most do NOT beat the index. In short, buy passive or lose money? The PDF of the report is here. Standard & Poors has downgraded SA's expected GDP for 2016 from 1.6% to 0.8% further cementing the likelihood of a downgrade to junk from the rating agency. African Bank has relaunched, but this is not the one you have shares in. The suspended ABIL sold off good assets and...
2016-04-07
21 min
WorldWide Markets with Simon Brown
JSE Direct 209: Hating on unit trusts
Hating on unit trusts Simon Shares SPIVA results for South Africa are out and they track how many active managers fail to beat the index. Truth is that even over 1 year most do NOT beat the index. In short, buy passive or lose money? The PDF of the report is here. Standard & Poors has downgraded SA's expected GDP for 2016 from 1.6% to 0.8% further cementing the likelihood of a downgrade to junk from the rating agency. African Bank has relaunched, but this is not the one you have shares in. The suspended ABIL sold off good assets and...
2016-04-07
21 min
WorldWide Markets with Simon Brown
JSE Direct 208: Is 2016 the test for DIY investors?
Simon Shares Capitec (JSE code; CPI) results were solid but bad debts are rising. So is their profits but the bad debts are what we're watching at this point in the process. Momentum portfolio doing as it says on the sticker. Good out performance on down days, modest or under performance on up days. But the gold volatility remains wild. ZAR X, the first new stock exchange in South Africa in over a century arrives in September. We review the Swix40 ETF for those wanting an alternative Top40. Jean Pierre Verster 36One Asset Management We...
2016-03-31
26 min
JSEDirect with Simon Brown
JSE Direct 208: Is 2016 the test for DIY investors?
Simon Shares Capitec (JSE code; CPI) results were solid but bad debts are rising. So is their profits but the bad debts are what we're watching at this point in the process. Momentum portfolio doing as it says on the sticker. Good out performance on down days, modest or under performance on up days. But the gold volatility remains wild. ZAR X, the first new stock exchange in South Africa in over a century arrives in September. We review the Swix40 ETF for those wanting an alternative Top40. Jean Pierre Verster 36One Asset Management We...
2016-03-31
26 min
JSEDirect with Simon Brown
JSE Direct 207: When to sell?
When to sell? Simon Shares Yesterday, 23rd March, Just One lap turned five. It's been an awesome ride which we couldn't have down without the support of our users. So you everybody, thanks. A huge thank you. When to sell? Different answer depending if you are trading or investing. Great video from Anthony Clark on his top 5 small cap stocks for 2016. Divtrx ETF for those wanting dividends. We Get Mail Tebogo I was wondering if it would be advisable to liquidate part of my portfolio held in ETF and use funds to buy ETFs...
2016-03-24
19 min
WorldWide Markets with Simon Brown
JSE Direct 207: When to sell?
When to sell? Simon Shares Yesterday, 23rd March, Just One lap turned five. It's been an awesome ride which we couldn't have down without the support of our users. So you everybody, thanks. A huge thank you. When to sell? Different answer depending if you are trading or investing. Great video from Anthony Clark on his top 5 small cap stocks for 2016. Divtrx ETF for those wanting dividends. We Get Mail Tebogo I was wondering if it would be advisable to liquidate part of my portfolio held in ETF and use funds to buy ETFs...
2016-03-24
19 min
WorldWide Markets with Simon Brown
JSE Direct 205: Investing in education, AdvTech
Simon Shares Trading in your personal capacity or using a PTY or Trust? Which is better? ETF changes. The MidCap ETF is now ASHMID and BBET40 is transferring to Core Shares from Nedbank. Seriously good interview with Jack Bogle, founder of Vanguard, the issuer of the worlds first indexing mutual fund. Keith McLachlan Alpha Wealth small/mid cap fund manager AdvTech (JSE code: ADH) results were really good after years of frankly uninspiring results (Revenue +40%, operating profit+75% & HEPS +27%). Tertiary was especially strong, acquisitions doing very well they finally seem to have found their mojo.
2016-03-17
25 min
JSEDirect with Simon Brown
JSE Direct 205: Investing in education, AdvTech
Simon Shares Trading in your personal capacity or using a PTY or Trust? Which is better? ETF changes. The MidCap ETF is now ASHMID and BBET40 is transferring to Core Shares from Nedbank. Seriously good interview with Jack Bogle, founder of Vanguard, the issuer of the worlds first indexing mutual fund. Keith McLachlan Alpha Wealth small/mid cap fund manager AdvTech (JSE code: ADH) results were really good after years of frankly uninspiring results (Revenue +40%, operating profit+75% & HEPS +27%). Tertiary was especially strong, acquisitions doing very well they finally seem to have found their mojo.
2016-03-17
25 min
WorldWide Markets with Simon Brown
JSE Direct 204: Moody Moody's and investing for income
Simon Shares Moody's did not downgrade us, but they did put us on review for a downgrade that will put us one notch above junk status. Then we'll have all three rating agencies on the same level with Standard & Poor heading the pack as we're on a negative outlook with them. Local bank results looking good with impairments improving (expect for Barclays Africa). On the surface they look cheap, but not if earnings weaken going forward, and earnings will weaken. Now Old Mutual (JSE code: OML) may split itself up and return back to South Africa. But will...
2016-03-10
18 min
JSEDirect with Simon Brown
JSE Direct 204: Moody Moody's and investing for income
Simon Shares Moody's did not downgrade us, but they did put us on review for a downgrade that will put us one notch above junk status. Then we'll have all three rating agencies on the same level with Standard & Poor heading the pack as we're on a negative outlook with them. Local bank results looking good with impairments improving (expect for Barclays Africa). On the surface they look cheap, but not if earnings weaken going forward, and earnings will weaken. Now Old Mutual (JSE code: OML) may split itself up and return back to South Africa. But will...
2016-03-10
18 min
WorldWide Markets with Simon Brown
JSE Direct 202: Trader or investor?
Simon Shares Minister Gordhan delivers his budget speech next Wednesday, what can we expect in terms of new or higher taxes? STT, DWT and CGT? Remember, remember. The end of February is end of the tax year and you have until then to fill in your R30k limit for TFSA. If you already have hit your limit new year starts on 1 March 2016. We have recommended portfolio and my picks here. Anglo America (JSE code: AGL) announced their restructuring. The big, but not unsurprising was the exiting of Kumba Iron Ore (JSE code: KIO). But how? They could...
2016-02-18
23 min
JSEDirect with Simon Brown
JSE Direct 202: Trader or investor?
Simon Shares Minister Gordhan delivers his budget speech next Wednesday, what can we expect in terms of new or higher taxes? STT, DWT and CGT? Remember, remember. The end of February is end of the tax year and you have until then to fill in your R30k limit for TFSA. If you already have hit your limit new year starts on 1 March 2016. We have recommended portfolio and my picks here. Anglo America (JSE code: AGL) announced their restructuring. The big, but not unsurprising was the exiting of Kumba Iron Ore (JSE code: KIO). But how? They could...
2016-02-18
23 min
WorldWide Markets with Simon Brown
JSE Direct 201: Where to park cash?
Simon Shares Grindrod (JSE code: GND) just hit multi-year lows trading just above 900c with a net asset value (NAV) of over 2200c. Don't fight the trend, especially on cyclical stocks. RBA (JSE code: RBA) went bust on Tuesday. Of the three; RBA, Seakay and Calgro M3 (JSE code: CGR) only Calgro M3 remains. Lesson is simple. Go back five years, Calgro M3 was by far the best of the three, always buy the winners. Volatility, lots of it. Welcome to bear markets, they move fast and trading them is tough, very tough. Eugene Chemaly - Afrifocus...
2016-02-11
23 min
JSEDirect with Simon Brown
JSE Direct 201: Where to park cash?
Simon Shares Grindrod (JSE code: GND) just hit multi-year lows trading just above 900c with a net asset value (NAV) of over 2200c. Don't fight the trend, especially on cyclical stocks. RBA (JSE code: RBA) went bust on Tuesday. Of the three; RBA, Seakay and Calgro M3 (JSE code: CGR) only Calgro M3 remains. Lesson is simple. Go back five years, Calgro M3 was by far the best of the three, always buy the winners. Volatility, lots of it. Welcome to bear markets, they move fast and trading them is tough, very tough. Eugene Chemaly - Afrifocus...
2016-02-11
23 min
WorldWide Markets with Simon Brown
JSE Direct 200: Superforecasting and Venture Capital investing
Simon Shares Where's the party? Review: Superforecasting: The Art and Science of Prediction by Philip E. Tetlock & Dan Gardner Great Davos 2016 report back presentation with Nicky Newton-King (JSE CEO) and Bronwyn Nielsen (CNBC Africa). Next week Thursday we have another JSE Power Hour on Tax Free Savings Accounts (TFSA). Clive Butkow GroTech A Venture Capital company one can invest into and receive a tax break thanks to the SARS section 12J clause. They then invest into disruptive internet based companies with the strategy buy, build, flip. ==== JSE – The JSE is a re...
2016-02-04
19 min
JSEDirect with Simon Brown
JSE Direct 200: Superforecasting and Venture Capital investing
Simon Shares Where's the party? Review: Superforecasting: The Art and Science of Prediction by Philip E. Tetlock & Dan Gardner Great Davos 2016 report back presentation with Nicky Newton-King (JSE CEO) and Bronwyn Nielsen (CNBC Africa). Next week Thursday we have another JSE Power Hour on Tax Free Savings Accounts (TFSA). Clive Butkow GroTech A Venture Capital company one can invest into and receive a tax break thanks to the SARS section 12J clause. They then invest into disruptive internet based companies with the strategy buy, build, flip. ==== JSE – The JSE is a re...
2016-02-04
19 min
WorldWide Markets with Simon Brown
JSE Direct 199: How to invest in this market with Jean Pierre Verster
Simon Shares Markets are volatile, but is the bear dead? I am buying Metrofile (JSE code: MFL). Good solid business that has solid earnings and currently on a dividend yield of just over 4%. Why is low oil causing such concerns on global markets? One would think it is good for consumers and hence good for economies? Davos 2016 report back presentation with Nicky Newton-King (JSE CEO) and Bronwyn Nielsen (CNBC Africa). MPC coming to an interest rate increase ear you. Today is likely to be the first of many, reduce debt. Jean Pierre Verster 36One Asset Management...
2016-01-28
27 min
JSEDirect with Simon Brown
JSE Direct 199: How to invest in this market with Jean Pierre Verster
Simon Shares Markets are volatile, but is the bear dead? I am buying Metrofile (JSE code: MFL). Good solid business that has solid earnings and currently on a dividend yield of just over 4%. Why is low oil causing such concerns on global markets? One would think it is good for consumers and hence good for economies? Davos 2016 report back presentation with Nicky Newton-King (JSE CEO) and Bronwyn Nielsen (CNBC Africa). MPC coming to an interest rate increase ear you. Today is likely to be the first of many, reduce debt. Jean Pierre Verster 36One Asset Management...
2016-01-28
27 min
WorldWide Markets with Simon Brown
JSE Direct 198: How much money off shore?
Simon Shares AB Inbev (JSE code: ANB) has arrived on the JSE as the largest stock by a mile. But I am not excited nor am I buying. The market is looking just weak, but this does not smell like 2008. How many people saying that actually were in the markets in 2008? That said more downside likely, under 40,000 on the Top40 seems certain. 35,000 anybody? Drikus Combrinck CapicraftHow much money should we have in an off-shore account? This question was posed on Twitter and we get an expert view as well as other sage advice about investing...
2016-01-21
19 min
JSEDirect with Simon Brown
JSE Direct 198: How much money off shore?
Simon Shares AB Inbev (JSE code: ANB) has arrived on the JSE as the largest stock by a mile. But I am not excited nor am I buying. The market is looking just weak, but this does not smell like 2008. How many people saying that actually were in the markets in 2008? That said more downside likely, under 40,000 on the Top40 seems certain. 35,000 anybody? Drikus Combrinck CapicraftHow much money should we have in an off-shore account? This question was posed on Twitter and we get an expert view as well as other sage advice about investing...
2016-01-21
19 min
WorldWide Markets with Simon Brown
JSE Direct 196: How to become a fund manager
Simon Shares Astoria (JSE code: ARA) listed yesterday and traded pretty much inline with net asset value (NAV) of USD1.00. I hold and like it very much. But it could be a tough year for the stock if Rand strengthens and US markets slow. Balwin (JSE code: BWN) published their first set of results as a listed company, for the six months ending August. Really strong numbers but one confusing comment from management was that the second half of the year is seasonally stronger than the first. yet this is over the Christmas holidays when builders shut down...
2015-11-26
21 min
JSEDirect with Simon Brown
JSE Direct 196: How to become a fund manager
Simon Shares Astoria (JSE code: ARA) listed yesterday and traded pretty much inline with net asset value (NAV) of USD1.00. I hold and like it very much. But it could be a tough year for the stock if Rand strengthens and US markets slow. Balwin (JSE code: BWN) published their first set of results as a listed company, for the six months ending August. Really strong numbers but one confusing comment from management was that the second half of the year is seasonally stronger than the first. yet this is over the Christmas holidays when builders shut down...
2015-11-26
21 min