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JSE Large Caps with Great Dividend Yields

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Manage episode 513569399 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.

🎙️ Worldwide Markets Ep. 652 — “Dividends, Gold, and Gearing Gone Wild” 📅 15 October 2025 | Hosted by Simon Brown | Powered by Standard Bank SHYFT

🪙 Gold Rush Continues

Gold is unstoppable! 🚀 Now trading above R4,100/oz, the yellow metal has clocked eight consecutive green weeks — the longest winning streak since early 2024.

Simon digs into:

  • 📈 Historical patterns since the pandemic: jump → consolidate → jump again
  • 🏦 Central banks as persistent buyers — but what happens if they ever stop?
  • 🤔 With gold having doubled in three years, central banks’ reserves are now worth far more — will they slow purchases?

Gold weekly chart

🧬 ASP Isotopes & the Renegen* Deal

🔥 The small-cap buzz continues!

ASP Isotopes (📊 JSE-listed) soared 34% after being added to a Morgan Stanley National Security Index, thanks to its defense-related tech.

  • 🧪 ASP will acquire Renegen at a ratio of 0.09i ASP shares per Renegen share.
  • 📈 The stock was badly mispriced at listing, now settling into realistic levels.
  • 🧠 Simon’s take: it’s partly a meme stock, but still delivering products and momentum.
🌍 Tariff Turmoil & Trump Tactics

🗞️ Trump shocked markets promising 100% tariffs on China, triggering a:

  • 📉 2% drop on the S&P 500
  • 📉 3% drop on the Nasdaq …before walking it all back two days later. Classic “art of the deal.” 🎭 💬 China’s latest export data (+8.4% YoY) shows resilience, finding new global buyers despite tensions.
💥 Crypto Carnage: Over-Geared Traders Wiped Out

📉 Bitcoin slid 10%, altcoins dropped 20–50% — and many over leveraged traders got liquidated. Simon’s tough love 💬:

“If a 10% move wipes you out, you’re not trading — you’re gambling.” 🎲

He explains gearing simply:

  • 💰 10× gearing = a 10% drop → total wipe out.
  • 💰 50× gearing = just a 2% drop → goodbye capital.
  • Crypto’s already volatile — no need for extra leverage.
💸 JSE Large Caps: Great Dividend Yields

Following last week’s small-cap value picks, Simon scans big JSE names offering strong income 📊:

🏦 Banks
  • Nedbank (9%) – solid and cheap.
  • ABSA (8%) – attractive and trading below NAV.
  • Standard Bank (7%) – quality but pricier.
  • FirstRand (5.2%) – premium quality, lower yield.
  • Investec (6.5%) – decent, but less excitement.
🏭 Industrials & Commodities
  • Tungela (50%) – monster yield, but coal outlook uncertain.
  • Omnia (special dividend) – mixed on chemicals.
  • AVI (9%) – steady margins, strong chart 📊.
  • Tiger Brands (7%) – turnaround story under new management.
  • Reunert – defense & cabling play; value emerging.
🏠 Property
  • Equites, Growthpoint, Fairvest, Hyprop, Resilient – 6–8% yields, but NAV discounts vary.
🎰 Leisure & Retail
  • Sun International (10%) – betting becoming core growth area 🎲
  • Mr Price* (4%) – comeback potential.
  • Woolies (2.5%) – still struggling with fashion 👗
  • Shoprite* (2.7%) – premium, low yield.
💼 Asset Managers
  • Old Mutual (9%), Coronation (8%), Sygnia – benefit from rising markets.
  • Alexander Forbes – solid income play.
📡 Telcos & Others
  • Telkom – undervalued, post-Swiftnet debt cut, potential MTN suitor 📶
  • Grindrod – ports booming, Africa trade tailwinds 🌍
  • Bitvest (4%) – cash generative, debt manageable, chart support at R200.
🧾 Key Takeaways

✅ Gold’s bull market still strong — no legs down yet. ✅ ASP Isotopes & Renegen merger heating up. ✅ Beware leverage — crypto is wild enough. ✅ Dividend stocks offering serious income on the JSE. ✅ Buffett Power Hour this Thursday — don’t miss it! 💼✨

🎧 Worldwide Markets is powered by Standard Bank Global Markets, Retail & SHYFT — 💳 The global money app for travel, shopping, payments, and investments, with the lowest Forex rates.

👉 Subscribe to Worldwide Markets wherever you get your podcasts. 💬 Follow Simon on Twitter/X: @SimonPB

Simon Brown

* I hold ungeared positions.

All charts by KoyFin | Get 10% off your order

  continue reading

576 episodes

Artwork
iconShare
 
Manage episode 513569399 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.

🎙️ Worldwide Markets Ep. 652 — “Dividends, Gold, and Gearing Gone Wild” 📅 15 October 2025 | Hosted by Simon Brown | Powered by Standard Bank SHYFT

🪙 Gold Rush Continues

Gold is unstoppable! 🚀 Now trading above R4,100/oz, the yellow metal has clocked eight consecutive green weeks — the longest winning streak since early 2024.

Simon digs into:

  • 📈 Historical patterns since the pandemic: jump → consolidate → jump again
  • 🏦 Central banks as persistent buyers — but what happens if they ever stop?
  • 🤔 With gold having doubled in three years, central banks’ reserves are now worth far more — will they slow purchases?

Gold weekly chart

🧬 ASP Isotopes & the Renegen* Deal

🔥 The small-cap buzz continues!

ASP Isotopes (📊 JSE-listed) soared 34% after being added to a Morgan Stanley National Security Index, thanks to its defense-related tech.

  • 🧪 ASP will acquire Renegen at a ratio of 0.09i ASP shares per Renegen share.
  • 📈 The stock was badly mispriced at listing, now settling into realistic levels.
  • 🧠 Simon’s take: it’s partly a meme stock, but still delivering products and momentum.
🌍 Tariff Turmoil & Trump Tactics

🗞️ Trump shocked markets promising 100% tariffs on China, triggering a:

  • 📉 2% drop on the S&P 500
  • 📉 3% drop on the Nasdaq …before walking it all back two days later. Classic “art of the deal.” 🎭 💬 China’s latest export data (+8.4% YoY) shows resilience, finding new global buyers despite tensions.
💥 Crypto Carnage: Over-Geared Traders Wiped Out

📉 Bitcoin slid 10%, altcoins dropped 20–50% — and many over leveraged traders got liquidated. Simon’s tough love 💬:

“If a 10% move wipes you out, you’re not trading — you’re gambling.” 🎲

He explains gearing simply:

  • 💰 10× gearing = a 10% drop → total wipe out.
  • 💰 50× gearing = just a 2% drop → goodbye capital.
  • Crypto’s already volatile — no need for extra leverage.
💸 JSE Large Caps: Great Dividend Yields

Following last week’s small-cap value picks, Simon scans big JSE names offering strong income 📊:

🏦 Banks
  • Nedbank (9%) – solid and cheap.
  • ABSA (8%) – attractive and trading below NAV.
  • Standard Bank (7%) – quality but pricier.
  • FirstRand (5.2%) – premium quality, lower yield.
  • Investec (6.5%) – decent, but less excitement.
🏭 Industrials & Commodities
  • Tungela (50%) – monster yield, but coal outlook uncertain.
  • Omnia (special dividend) – mixed on chemicals.
  • AVI (9%) – steady margins, strong chart 📊.
  • Tiger Brands (7%) – turnaround story under new management.
  • Reunert – defense & cabling play; value emerging.
🏠 Property
  • Equites, Growthpoint, Fairvest, Hyprop, Resilient – 6–8% yields, but NAV discounts vary.
🎰 Leisure & Retail
  • Sun International (10%) – betting becoming core growth area 🎲
  • Mr Price* (4%) – comeback potential.
  • Woolies (2.5%) – still struggling with fashion 👗
  • Shoprite* (2.7%) – premium, low yield.
💼 Asset Managers
  • Old Mutual (9%), Coronation (8%), Sygnia – benefit from rising markets.
  • Alexander Forbes – solid income play.
📡 Telcos & Others
  • Telkom – undervalued, post-Swiftnet debt cut, potential MTN suitor 📶
  • Grindrod – ports booming, Africa trade tailwinds 🌍
  • Bitvest (4%) – cash generative, debt manageable, chart support at R200.
🧾 Key Takeaways

✅ Gold’s bull market still strong — no legs down yet. ✅ ASP Isotopes & Renegen merger heating up. ✅ Beware leverage — crypto is wild enough. ✅ Dividend stocks offering serious income on the JSE. ✅ Buffett Power Hour this Thursday — don’t miss it! 💼✨

🎧 Worldwide Markets is powered by Standard Bank Global Markets, Retail & SHYFT — 💳 The global money app for travel, shopping, payments, and investments, with the lowest Forex rates.

👉 Subscribe to Worldwide Markets wherever you get your podcasts. 💬 Follow Simon on Twitter/X: @SimonPB

Simon Brown

* I hold ungeared positions.

All charts by KoyFin | Get 10% off your order

  continue reading

576 episodes

All episodes

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