JSEDirect with Simon Brown

Jan 28 2025 538 ep. 26 mins 283
JSEDirect with Simon Brown Podcast artwork

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.

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Cristal Challenge Stock Picks for 2025 (#616)

Jan 28 2025 17 mins  
The Cristal Challenge runs until October, with participants picking five local stocks (no ETFs or sub-20c stocks) to hold through the year. Simon’s picks include a mix of stable “banker” stocks and speculative plays: Richemont*: High-end luxury giant with strong fundamentals and global market appeal despite challenges in China. Trading near R3,500, with long-term potential bo

TSMC winning in AI

Jan 21 2025 18 mins  
TSMC’s Record-Breaking Results Taiwan Semiconductor Manufacturing Company (TSMC) hit $26 billion in quarterly revenue. A strong contender in the AI supply chain with growing global operations. Gold: Continuing the Bull Run Gold remains a strong investment pick for Simon, with a potential to hit $3,000/oz. Gold | Weekly | 21 January 2025 Brent Crude Oil Concerns Rising oil prices

Predictions 2025 with; Marc Ashton, Keith McLachlan & Simon Brown

Jan 14 2025 36 mins  
For the twelfth year in a row Marc Ashton, Keith McLachlan & Simon Brown get together and make three predictions each for year ahead. They then also give their expectations for the local Top40 index and the Rand against the US$. But first every year they start by scoring their previous year predictions to keep things real and honest.

That's a Wrap we Look Back at an Excellent 2024

Dec 11 2024 21 mins  
In the final show of the year Simon looks back at the many local and offshore winners (and a few losers) of 2024. There have been some excellent returns, but will they carry on into 2025?

Bitcoin Fails at $100k & Hello Boxer (#612)

Nov 27 2024 20 mins  
Boxer IPO Hits the Market Boxer* (JSE code will be BOX) lists on 28 November, debuting at R54/share after a highly oversubscribed IPO. Strategies discussed for trading or investing in Boxer shares, including buying through Pick n Pay shares. Key takeaway: Patience is key; wait for potential pullbacks. Two-Pot Retirement Savings and Market Impact Early evidence of consumer spending

Local Inflation at 2.8%, is the SARB Asleep? (#611)

Nov 20 2024 8 mins  
October Inflation Local CPI at 2.8%, yet prime is 11.5% ahead of the MPC decision this afternoon. The gap is far to wide, SARB needs to cut aggressively. South Africa | Prime vs. CPI Gold and Bitcoin Gold has bounced, but is this for real? Bitcoin heading for US$100k Rand weakness The US$ remains string and is hurting the Rand. US$ Index Astral results Good results Paid back R1.1bi

Crypto Flies while Gold Crashes (#611)

Nov 13 2024 18 mins  
Market Overview Crypto Surge, Gold Decline: Bitcoin rallies as investors shift from gold to crypto. Gold hit a recent high of $2,800 but is now pulling back, possibly towards $2,300-$2,400. Central banks continue to buy gold as a hedge against U.S. dollar dominance and geopolitical risks. [caption id="attachment_43623" align="aligncenter" width="849"] Gold | Weekly | 13 November 20

Trump wins, whats the trade? Also; AMSL, Nvidia and Crowdstrike all worth a look? (#609)

Nov 07 2024 21 mins  
Episode Summary: Simon Brown dives into the week’s biggest financial and economic stories, covering Trump’s election win, Nvidia's inclusion in the Dow, rate cuts expected from the FOMC and BOE, and the latest updates on Murray & Roberts, palladium, and gold. Recorded after market open, this episode sheds light on key trades, trends, and the shifting global landscape. Trump's V

Using AI to analyse Famous Brands results and Awesome Local CPI (#608)

Oct 24 2024 20 mins  
Local Inflation Update Inflation at 3.8% - lowest since March 2021 (3.5 years ago) Well below SARB's target range midpoint of 4.5% Q3 year-on-year inflation at 4.3% (vs SARB's expected 4.4%) SA CPI YonY September 2024 November MPC Meeting Outlook Rate cut expected, but size uncertain Possibility of 25bps vs 50bps cut Factors affecting decision: Rand weakness Rising oil prices Globa

Booming Local Retail Sales and RIP Tito Mboweni (#607)

Oct 16 2024 18 mins  
Strong Retail Sales and the Two-Pot System: Retail sales show a positive trend, rising 3.2% in August, exceeding expectations of 2.1%. The Two-Pot System has already released R20 billion in six weeks, with the money used mainly for paying down debt, saving, and spending. Retail sales recovery, though from a low base, is a strong indicator of improved consumer health due to factors