About this podcast
Weekly roundup of what's happening on the JSE in South Africa hosted by Simon Brown. Focusing on stocks outside the Top40 index it includes; company results, updates, market moves, week ahead, trading tips/products and book reviews.
Published Thursday every week.
Episodes
The newest 20 of 626 episodes
- AGOA is gone: what it really costs South Africa? (It's not 500k jobs) · 21 min · Episode 701South Africa has been removed from AGOA from 1 January, and the headlines say disaster. Simon Brown looks at the real numbers: a lost preference worth about US$60 million a year…
- Sasol at R300: oil windfall, debt and the dividend return · 24 min · Episode 700Oil is higher for longer, and Sasol is the big local winner. But with the share back at R290, how much good news is already priced in, and when do shareholders see a dividend…
- Boxer Earns More Per Rand. So Why Can't It Catch Shoprite? · 22 min · Episode 699Boxer earns slightly more per rand of sales than Shoprite, yet the maths says it will never catch the bigger grocer. Simon Brown compares the two side by side on margins, store…
- Naspers & Prosus: down 50% in a year; half price, or half the story? · 20 min · Episode 698Naspers and Prosus have roughly halved over the past year. Simon Brown unpacks why: three-quarters of the fall is Tencent, the rest is a stronger rand, while the holdco discount…
- Record car sales, falling motor stocks: Motus, CMH, WeBuyCars and Zeda · 21 min · Episode 697South Africa sold 61,645 new cars in September, the most in almost 20 years, yet the listed motor stocks are falling. Simon Brown explains why: cheap, well-specced Chinese cars…
- Two Education Stocks. Both Expensive. Which is the Smart One to Own? · 25 min · Episode 696Curro has delisted, leaving ADvTECH and Stadio as the only listed education stocks on the JSE, and both screen as expensive. Simon Brown compares their valuations, looks at the…
- PGMs: the white metal, the dynamics, and the miners · 22 min · Episode 695Platinum smashed its 2008 record in January, then fell almost 50%. Simon Brown works through what actually happened to the platinum group metals and why the JSE-listed miners are…
- Is there value in Shoprite at all-time highs? · 24 min · Episode 694Shoprite is trading at all-time highs and has still de-rated 23% in two years. Simon Brown works through the FY26 numbers — 7% revenue growth, a 6% trading margin, HEPS up 12.2%…
- Oil, elections, rates and gold: the four things that matter · 30 min · Episode 693This week WorldWideMarkets runs Simon Brown's keynote from a corporate event: four slides on the four issues facing global markets right now, with AI deliberately left off the…
- Ranking JSE gold miners as the yellow metal is on the move · 22 min · Episode 692US Treasury Secretary Scott Bessent is selling short-dated paper and buying long in an attempt to force the 10 and 30-year yields lower. Simon Brown explains why fighting a…
- Cheap for a Reason: ABSA versus Nedbank. Which to buy? · 21 min · Episode 691Absa and Nedbank are the two cheap banks on the JSE, both trading near 1.2 times tangible book while Standard Bank and FirstRand sit close to two. Simon Brown puts them side by…
- Pick n Pay has stopped bleeding. But has it started healing? · 18 min · Episode 690Pick n Pay has stopped bleeding customers, but it hasn't started healing. Simon Brown goes deep on the retailer's 20-week trading update, where group turnover rose 2.7% while…
- Mr Price and Clicks. End of an Era, or an Entry Point? · 20 min · Episode 689Mr Price and Clicks have both been hammered, and on a chart they look like the same trade. They are not. Simon Brown holds both and spends this episode pulling the two businesses…
- Finding quality JSE dividends | Alphabet profits booms, stock falls · 21 min · Episode 688Vodacom has cut its dividend payout ratio from 75% to 65%, which pushes one of the JSE's dependable income names down the list. Simon Brown runs the Top 40 and the mid-cap screen…
- Finding an edge in prediction markets | Netflix, market hate is an opportunity? · 24 min · Episode 687Can you find a real edge in prediction markets? Simon hunts the arbitrage — and calls Netflix cheap. In this week's WorldWideMarkets: • 🎲 Prediction markets: where's the edge…
- Purple Group goes all-in on AI | US 10-year at 4.63% is a crisis · 24 min · Episode 686A month after the year's most hyped listing, nearly everyone who bought SpaceX and held is underwater — and with the 180-day lock-up now gone, Simon Brown explains why insider…
- Defence Stocks and the Replacement Trade | Why Lockheed Martin Wins · 22 min · Episode 685Wars burn hardware, and rebuilding it takes years. This week Simon Brown works through the defence sector as a replacement thesis — the US fired roughly half its THAAD…
- Europe's Biggest Tech IPO: Bending Spoons · 23 minThis week's WorldWideMarkets is a tour of cheap stocks that each come with a question mark. Simon Brown looks at Microsoft, where a forward PE of around 20 against a mean of 33…
- MercadoLibre is Amazon with a bank and it's cheapest in years · 21 min · Episode 683MercadoLibre is down 40% for the year, and Simon Brown argues the market is mispricing it as a retailer while ignoring the fintech engine — Mercado Pago — that is becoming Latin…
- Peace in Our Time | Are We Just Going Back to February? · 24 minA US–Iran cessation of hostilities, due to be signed Friday, has collapsed the oil price, firmed the rand back toward 16.00 and let gold hold key support — and Simon Brown argues…
