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what's pushed Purple Group +140% this Year? And a Bull Case for SA Inc.

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Manage episode 509319729 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 Episode 650 – 1 October 2025

Hosted by Simon Brown Powered by Standard Bank Global Markets & the Shyft Global Money App πŸ’³πŸŒ

πŸ”‘ Key Topics This Week

πŸ“ˆ Purple Group* & EasyEquities

  • Purple Group share price up ~150% this year πŸš€

  • Results driven by non-revenue income (inactivity fees & loyalty program)

  • Strong client acquisition via Capitec & Discovery Bank partnerships 🏦

  • Trading volumes soaring in a bullish market πŸ’Ή

Purple Group | YTD to close 29 Sep 25

πŸ’° Top 40 hits 100,000

  • Thanks to gold miners & PGMs ⛏️

  • AngloGold Ashanti* up nearly 200% in 2025 ✨

  • Bitcoin also at record highs: $110k – $115k β‚Ώ

πŸ‡ΏπŸ‡¦ Bull case for SA Inc.

  • Eskom turns profit ⚑, load shedding largely behind us

  • FAFTA gray list exit expected late October βœ…

  • Stronger rand & softer oil price supporting consumers β›½

  • Lower inflation, potential rate cuts in the US vs. SA rates hold πŸ’΅

  • Bond yields easing = cheaper government borrowing πŸ’Έ

πŸ›’ Boxer trading update

  • Like-for-like sales up 5.3%, turnover +13.9% πŸ“Š

  • EPS guidance strong but valuation looks pricey vs. Shoprite* 🍏

πŸ€– Nvidia's* self-dealing investments

  • Billions poured into OpenAI, CoreWeave & Mistral 🧠

  • Risks of dot-com style "self-dealing" re-emerging ⚠️

  • Simon remains a cautious Nvidia shareholder

πŸ“‰ Global delistings trend

  • JSE listings halved over 20 years πŸ“‰

  • US market also down from 8,000+ to ~4,000 listings

  • Private equity & venture capital keep firms private longer ⏳

πŸ“… Upcoming Event

Standard Bank Power Hour – Warren Buffett: Blueprint for a Lifetime of Investing πŸ¦«πŸ’‘ πŸ—“οΈ 16 October, 17:30 SAST πŸ“ Rosebank, Johannesburg (in-person & webcast)

πŸ“ Simon's Notes πŸŽ™οΈ Closing

10 more episodes left before Simon's year-end break ✈️ "Look after yourself, and if you can, look after somebody else too." ❀️

Simon Brown

* I hold ungeared positions.

All charts by KoyFin | Get 10% off your order

  continue reading

580 episodes

Artwork
iconShare
 
Manage episode 509319729 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 Episode 650 – 1 October 2025

Hosted by Simon Brown Powered by Standard Bank Global Markets & the Shyft Global Money App πŸ’³πŸŒ

πŸ”‘ Key Topics This Week

πŸ“ˆ Purple Group* & EasyEquities

  • Purple Group share price up ~150% this year πŸš€

  • Results driven by non-revenue income (inactivity fees & loyalty program)

  • Strong client acquisition via Capitec & Discovery Bank partnerships 🏦

  • Trading volumes soaring in a bullish market πŸ’Ή

Purple Group | YTD to close 29 Sep 25

πŸ’° Top 40 hits 100,000

  • Thanks to gold miners & PGMs ⛏️

  • AngloGold Ashanti* up nearly 200% in 2025 ✨

  • Bitcoin also at record highs: $110k – $115k β‚Ώ

πŸ‡ΏπŸ‡¦ Bull case for SA Inc.

  • Eskom turns profit ⚑, load shedding largely behind us

  • FAFTA gray list exit expected late October βœ…

  • Stronger rand & softer oil price supporting consumers β›½

  • Lower inflation, potential rate cuts in the US vs. SA rates hold πŸ’΅

  • Bond yields easing = cheaper government borrowing πŸ’Έ

πŸ›’ Boxer trading update

  • Like-for-like sales up 5.3%, turnover +13.9% πŸ“Š

  • EPS guidance strong but valuation looks pricey vs. Shoprite* 🍏

πŸ€– Nvidia's* self-dealing investments

  • Billions poured into OpenAI, CoreWeave & Mistral 🧠

  • Risks of dot-com style "self-dealing" re-emerging ⚠️

  • Simon remains a cautious Nvidia shareholder

πŸ“‰ Global delistings trend

  • JSE listings halved over 20 years πŸ“‰

  • US market also down from 8,000+ to ~4,000 listings

  • Private equity & venture capital keep firms private longer ⏳

πŸ“… Upcoming Event

Standard Bank Power Hour – Warren Buffett: Blueprint for a Lifetime of Investing πŸ¦«πŸ’‘ πŸ—“οΈ 16 October, 17:30 SAST πŸ“ Rosebank, Johannesburg (in-person & webcast)

πŸ“ Simon's Notes πŸŽ™οΈ Closing

10 more episodes left before Simon's year-end break ✈️ "Look after yourself, and if you can, look after somebody else too." ❀️

Simon Brown

* I hold ungeared positions.

All charts by KoyFin | Get 10% off your order

  continue reading

580 episodes

All episodes

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