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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.

๐ŸŒ Worldwide Markets Episode 650 โ€“ 1 October 2025

Hosted by Simon Brown Powered by Standard Bank Global Markets & the Shyft Global Money App ๐Ÿ’ณ๐ŸŒ

๐Ÿ”‘ Key Topics This Week

๐Ÿ“ˆ Purple Group* & EasyEquities

  • Purple Group share price up ~150% this year ๐Ÿš€

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

  • Strong client acquisition via Capitec & Discovery Bank partnerships ๐Ÿฆ

  • Trading volumes soaring in a bullish market ๐Ÿ’น

Purple Group | YTD to close 29 Sep 25

๐Ÿ’ฐ Top 40 hits 100,000

  • Thanks to gold miners & PGMs โ›๏ธ

  • AngloGold Ashanti* up nearly 200% in 2025 โœจ

  • Bitcoin also at record highs: $110k โ€“ $115k โ‚ฟ

๐Ÿ‡ฟ๐Ÿ‡ฆ Bull case for SA Inc.

  • Eskom turns profit โšก, load shedding largely behind us

  • FAFTA gray list exit expected late October โœ…

  • Stronger rand & softer oil price supporting consumers โ›ฝ

  • Lower inflation, potential rate cuts in the US vs. SA rates hold ๐Ÿ’ต

  • Bond yields easing = cheaper government borrowing ๐Ÿ’ธ

๐Ÿ›’ Boxer trading update

  • Like-for-like sales up 5.3%, turnover +13.9% ๐Ÿ“Š

  • EPS guidance strong but valuation looks pricey vs. Shoprite* ๐Ÿ

๐Ÿค– Nvidiaโ€™s* self-dealing investments

  • Billions poured into OpenAI, CoreWeave & Mistral ๐Ÿง 

  • Risks of dot-com style "self-dealing" re-emerging โš ๏ธ

  • Simon remains a cautious Nvidia shareholder

๐Ÿ“‰ Global delistings trend

  • JSE listings halved over 20 years ๐Ÿ“‰

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

  • Private equity & venture capital keep firms private longer โณ

๐Ÿ“… Upcoming Event

Standard Bank Power Hour โ€“ Warren Buffett: Blueprint for a Lifetime of Investing ๐Ÿฆซ๐Ÿ’ก ๐Ÿ—“๏ธ 16 October, 17:30 SAST ๐Ÿ“ Rosebank, Johannesburg (in-person & webcast)

๐Ÿ“ Simonโ€™s Notes ๐ŸŽ™๏ธ Closing

10 more episodes left before Simonโ€™s year-end break โœˆ๏ธ โ€œLook after yourself, and if you can, look after somebody else too.โ€ โค๏ธ

Simon Brown

* I hold ungeared positions.

All charts by KoyFin | Get 10% off your order

  continue reading

575 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.

๐ŸŒ Worldwide Markets Episode 650 โ€“ 1 October 2025

Hosted by Simon Brown Powered by Standard Bank Global Markets & the Shyft Global Money App ๐Ÿ’ณ๐ŸŒ

๐Ÿ”‘ Key Topics This Week

๐Ÿ“ˆ Purple Group* & EasyEquities

  • Purple Group share price up ~150% this year ๐Ÿš€

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

  • Strong client acquisition via Capitec & Discovery Bank partnerships ๐Ÿฆ

  • Trading volumes soaring in a bullish market ๐Ÿ’น

Purple Group | YTD to close 29 Sep 25

๐Ÿ’ฐ Top 40 hits 100,000

  • Thanks to gold miners & PGMs โ›๏ธ

  • AngloGold Ashanti* up nearly 200% in 2025 โœจ

  • Bitcoin also at record highs: $110k โ€“ $115k โ‚ฟ

๐Ÿ‡ฟ๐Ÿ‡ฆ Bull case for SA Inc.

  • Eskom turns profit โšก, load shedding largely behind us

  • FAFTA gray list exit expected late October โœ…

  • Stronger rand & softer oil price supporting consumers โ›ฝ

  • Lower inflation, potential rate cuts in the US vs. SA rates hold ๐Ÿ’ต

  • Bond yields easing = cheaper government borrowing ๐Ÿ’ธ

๐Ÿ›’ Boxer trading update

  • Like-for-like sales up 5.3%, turnover +13.9% ๐Ÿ“Š

  • EPS guidance strong but valuation looks pricey vs. Shoprite* ๐Ÿ

๐Ÿค– Nvidiaโ€™s* self-dealing investments

  • Billions poured into OpenAI, CoreWeave & Mistral ๐Ÿง 

  • Risks of dot-com style "self-dealing" re-emerging โš ๏ธ

  • Simon remains a cautious Nvidia shareholder

๐Ÿ“‰ Global delistings trend

  • JSE listings halved over 20 years ๐Ÿ“‰

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

  • Private equity & venture capital keep firms private longer โณ

๐Ÿ“… Upcoming Event

Standard Bank Power Hour โ€“ Warren Buffett: Blueprint for a Lifetime of Investing ๐Ÿฆซ๐Ÿ’ก ๐Ÿ—“๏ธ 16 October, 17:30 SAST ๐Ÿ“ Rosebank, Johannesburg (in-person & webcast)

๐Ÿ“ Simonโ€™s Notes ๐ŸŽ™๏ธ Closing

10 more episodes left before Simonโ€™s year-end break โœˆ๏ธ โ€œLook after yourself, and if you can, look after somebody else too.โ€ โค๏ธ

Simon Brown

* I hold ungeared positions.

All charts by KoyFin | Get 10% off your order

  continue reading

575 episodes

All episodes

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