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Is a Lower Inflation target a Bad Idea? Is Afrimat Offering Value?

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Manage episode 495890581 series 2946253
Content provided by JustOneLap.com. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by JustOneLap.com or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

🌍 This week on Worldwide Markets, Simon dives into a packed show covering inflation, earnings, property deals, and opportunities in local stocks. Powered by Standard Bank Global Markets and Shyft β€” your gateway to global investing. πŸŒπŸ’Έ

πŸ“‰ Inflation Target Cut – A Bad Idea? β€’ SA may shift to a 3% inflation target πŸ“Š β€’ Risks of higher interest rates 😬 β€’ Real rates already sky-high πŸš€

πŸ’΅ Weaker US Dollar & Tech Gains β€’ Trump's weaker dollar policy in motion πŸ‡ΊπŸ‡ΈπŸ“‰ β€’ MAG7 & Nasdaq benefit: 49%+ offshore revenue πŸ–₯️🌐 β€’ S&P 500 and Russell 2000 lag

🏒 Sibanye-Stillwater* Diversifies β€’ Buys US recycling business ♻️ β€’ Adds silver, copper, and skills πŸͺ™πŸ”§ β€’ Expands beyond PGMs and gold

πŸͺ™ Voltara & PGMs Running Hot β€’ Valterra Platinum update reflects flood damage & weak past PGM prices 🌊 β€’ But platinum & palladium now breaking resistance levels πŸ“ˆπŸ”₯

🏬 Hyprop's Bid for MAS PLC β€’ Cash or shares deal (R24 or Hyprop stock) πŸ’° β€’ Hyprop focuses on Western Cape & Eastern Europe πŸ–οΈπŸŒ β€’ Deal may not be in MAS shareholders' best interest ❓

πŸͺ¨ Afrimat: Value at R45? β€’ Price on long-term support line πŸ“‰πŸ§± β€’ Concerns: iron ore, Lafarge deal, site near Mozambique πŸ‡²πŸ‡Ώ β€’ Van Heerden's track record solid πŸ’ΌπŸ’ͺ β€’ Forward PE ~11, below decade mean πŸ”

πŸ§ͺ New ETF Database (Beta) β€’ Search by issuer, classification, TER & more πŸ”πŸ“Š β€’ Explore at justonelap.com/etfdatabase πŸ§±πŸ“‚ β€’ Feedback welcome!

πŸ“œ SA Budget Drama β€’ Multi-party politics = budget complexity 🧠 β€’ Education budget almost derailed ❗

Simon Brown

* I hold ungeared positions.

All charts by KoyFin | Get 10% off your order

  continue reading

579 episodes

Artwork
iconShare
 
Manage episode 495890581 series 2946253
Content provided by JustOneLap.com. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by JustOneLap.com or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

🌍 This week on Worldwide Markets, Simon dives into a packed show covering inflation, earnings, property deals, and opportunities in local stocks. Powered by Standard Bank Global Markets and Shyft β€” your gateway to global investing. πŸŒπŸ’Έ

πŸ“‰ Inflation Target Cut – A Bad Idea? β€’ SA may shift to a 3% inflation target πŸ“Š β€’ Risks of higher interest rates 😬 β€’ Real rates already sky-high πŸš€

πŸ’΅ Weaker US Dollar & Tech Gains β€’ Trump's weaker dollar policy in motion πŸ‡ΊπŸ‡ΈπŸ“‰ β€’ MAG7 & Nasdaq benefit: 49%+ offshore revenue πŸ–₯️🌐 β€’ S&P 500 and Russell 2000 lag

🏒 Sibanye-Stillwater* Diversifies β€’ Buys US recycling business ♻️ β€’ Adds silver, copper, and skills πŸͺ™πŸ”§ β€’ Expands beyond PGMs and gold

πŸͺ™ Voltara & PGMs Running Hot β€’ Valterra Platinum update reflects flood damage & weak past PGM prices 🌊 β€’ But platinum & palladium now breaking resistance levels πŸ“ˆπŸ”₯

🏬 Hyprop's Bid for MAS PLC β€’ Cash or shares deal (R24 or Hyprop stock) πŸ’° β€’ Hyprop focuses on Western Cape & Eastern Europe πŸ–οΈπŸŒ β€’ Deal may not be in MAS shareholders' best interest ❓

πŸͺ¨ Afrimat: Value at R45? β€’ Price on long-term support line πŸ“‰πŸ§± β€’ Concerns: iron ore, Lafarge deal, site near Mozambique πŸ‡²πŸ‡Ώ β€’ Van Heerden's track record solid πŸ’ΌπŸ’ͺ β€’ Forward PE ~11, below decade mean πŸ”

πŸ§ͺ New ETF Database (Beta) β€’ Search by issuer, classification, TER & more πŸ”πŸ“Š β€’ Explore at justonelap.com/etfdatabase πŸ§±πŸ“‚ β€’ Feedback welcome!

πŸ“œ SA Budget Drama β€’ Multi-party politics = budget complexity 🧠 β€’ Education budget almost derailed ❗

Simon Brown

* I hold ungeared positions.

All charts by KoyFin | Get 10% off your order

  continue reading

579 episodes

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