Go offline with the Player FM app!
what's pushed Purple Group +140% this Year? And a Bull Case for SA Inc.
Manage episode 509319729 series 2946253
๐ Worldwide Markets Episode 650 โ 1 October 2025
Hosted by Simon Brown Powered by Standard Bank Global Markets & the Shyft Global Money App ๐ณ๐
๐ Key Topics This Week๐ Purple Group* & EasyEquities
Purple Group share price up ~150% this year ๐
Results driven by non-revenue income (inactivity fees & loyalty program)
Strong client acquisition via Capitec & Discovery Bank partnerships ๐ฆ
Trading volumes soaring in a bullish market ๐น
Purple Group | YTD to close 29 Sep 25
๐ฐ Top 40 hits 100,000
Thanks to gold miners & PGMs โ๏ธ
AngloGold Ashanti* up nearly 200% in 2025 โจ
Bitcoin also at record highs: $110k โ $115k โฟ
๐ฟ๐ฆ Bull case for SA Inc.
Eskom turns profit โก, load shedding largely behind us
FAFTA gray list exit expected late October โ
Stronger rand & softer oil price supporting consumers โฝ
Lower inflation, potential rate cuts in the US vs. SA rates hold ๐ต
Bond yields easing = cheaper government borrowing ๐ธ
๐ Boxer trading update
Like-for-like sales up 5.3%, turnover +13.9% ๐
EPS guidance strong but valuation looks pricey vs. Shoprite* ๐
๐ค Nvidiaโs* self-dealing investments
Billions poured into OpenAI, CoreWeave & Mistral ๐ง
Risks of dot-com style "self-dealing" re-emerging โ ๏ธ
Simon remains a cautious Nvidia shareholder
๐ Global delistings trend
JSE listings halved over 20 years ๐
US market also down from 8,000+ to ~4,000 listings
Private equity & venture capital keep firms private longer โณ
Standard Bank Power Hour โ Warren Buffett: Blueprint for a Lifetime of Investing ๐ฆซ๐ก ๐๏ธ 16 October, 17:30 SAST ๐ Rosebank, Johannesburg (in-person & webcast)
๐ Simonโs NotesObsidian vs Evernote: experimenting with second-brain systems ๐๐ง
Thanks for all listener feedback ๐
10 more episodes left before Simonโs year-end break โ๏ธ โLook after yourself, and if you can, look after somebody else too.โ โค๏ธ
575 episodes
Manage episode 509319729 series 2946253
๐ Worldwide Markets Episode 650 โ 1 October 2025
Hosted by Simon Brown Powered by Standard Bank Global Markets & the Shyft Global Money App ๐ณ๐
๐ Key Topics This Week๐ Purple Group* & EasyEquities
Purple Group share price up ~150% this year ๐
Results driven by non-revenue income (inactivity fees & loyalty program)
Strong client acquisition via Capitec & Discovery Bank partnerships ๐ฆ
Trading volumes soaring in a bullish market ๐น
Purple Group | YTD to close 29 Sep 25
๐ฐ Top 40 hits 100,000
Thanks to gold miners & PGMs โ๏ธ
AngloGold Ashanti* up nearly 200% in 2025 โจ
Bitcoin also at record highs: $110k โ $115k โฟ
๐ฟ๐ฆ Bull case for SA Inc.
Eskom turns profit โก, load shedding largely behind us
FAFTA gray list exit expected late October โ
Stronger rand & softer oil price supporting consumers โฝ
Lower inflation, potential rate cuts in the US vs. SA rates hold ๐ต
Bond yields easing = cheaper government borrowing ๐ธ
๐ Boxer trading update
Like-for-like sales up 5.3%, turnover +13.9% ๐
EPS guidance strong but valuation looks pricey vs. Shoprite* ๐
๐ค Nvidiaโs* self-dealing investments
Billions poured into OpenAI, CoreWeave & Mistral ๐ง
Risks of dot-com style "self-dealing" re-emerging โ ๏ธ
Simon remains a cautious Nvidia shareholder
๐ Global delistings trend
JSE listings halved over 20 years ๐
US market also down from 8,000+ to ~4,000 listings
Private equity & venture capital keep firms private longer โณ
Standard Bank Power Hour โ Warren Buffett: Blueprint for a Lifetime of Investing ๐ฆซ๐ก ๐๏ธ 16 October, 17:30 SAST ๐ Rosebank, Johannesburg (in-person & webcast)
๐ Simonโs NotesObsidian vs Evernote: experimenting with second-brain systems ๐๐ง
Thanks for all listener feedback ๐
10 more episodes left before Simonโs year-end break โ๏ธ โLook after yourself, and if you can, look after somebody else too.โ โค๏ธ
575 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.