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China Running and Finally a Sasol Reversal Pattern?

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Manage episode 466311164 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.
Market Updates & Analysis:
  • Sasol Reversal Pattern? – Examining Sasol’s technical setup and the significance of a ‘kangaroo tail’ pattern.
  • Rand Stability Amid Trump’s Threats – Despite geopolitical concerns, the rand remains steady.
  • Top 40 at All-Time Highs – Market momentum and investor confidence.
South Africa’s Budget Speech (Wednesday, 2 PM SAST)
  • Revenue shortfalls and potential tax bracket adjustments
  • Universal Basic Income and National Health Insurance funding discussion
  • Expectations for the fiscal policy outlook
Stock & Sector Insights:
  • Telkom: Revenue up 0.9%, in a turnaround phase, but Simon remains skeptical about telcos.
  • Santam: Strong earnings growth (40-60% increase in HEPS), but insurance sector risks remain.
  • Shoprite*: Consumer stock pullback; long-term bullish outlook despite short-term pressure.
China Stocks & ETFs:
  • Alibaba up 40% on Apple collaboration
  • Satrix China ETF – is it time to reconsider investing in China?
  • General sentiment split between ‘China is uninvestable’ vs. ‘China has potential’
Bond Market Watch:
  • SA Bonds Showing Volatility: A significant move in bond yields post-Trump comments, raising concerns about borrowing costs.

Simon Brown

* I hold ungeared positions.

All charts by KoyFin | Get 10% off your order

  continue reading

556 episodes

Artwork
iconShare
 
Manage episode 466311164 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.
Market Updates & Analysis:
  • Sasol Reversal Pattern? – Examining Sasol’s technical setup and the significance of a ‘kangaroo tail’ pattern.
  • Rand Stability Amid Trump’s Threats – Despite geopolitical concerns, the rand remains steady.
  • Top 40 at All-Time Highs – Market momentum and investor confidence.
South Africa’s Budget Speech (Wednesday, 2 PM SAST)
  • Revenue shortfalls and potential tax bracket adjustments
  • Universal Basic Income and National Health Insurance funding discussion
  • Expectations for the fiscal policy outlook
Stock & Sector Insights:
  • Telkom: Revenue up 0.9%, in a turnaround phase, but Simon remains skeptical about telcos.
  • Santam: Strong earnings growth (40-60% increase in HEPS), but insurance sector risks remain.
  • Shoprite*: Consumer stock pullback; long-term bullish outlook despite short-term pressure.
China Stocks & ETFs:
  • Alibaba up 40% on Apple collaboration
  • Satrix China ETF – is it time to reconsider investing in China?
  • General sentiment split between ‘China is uninvestable’ vs. ‘China has potential’
Bond Market Watch:
  • SA Bonds Showing Volatility: A significant move in bond yields post-Trump comments, raising concerns about borrowing costs.

Simon Brown

* I hold ungeared positions.

All charts by KoyFin | Get 10% off your order

  continue reading

556 episodes

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