JSE in the Cross Hairs (and Proposing Changes) | Don't Fight the Trend
WorldWide Markets with Simon Brown
Release Date: 11/11/2025
Good Things Happening in SA | How to Spot the Bubble Popping
WorldWide Markets with Simon Brown
Worldwide Markets — Episode 657 (19 November 2025) 🗓️📈 🔥 This Week on Worldwide Markets Good things are happening in South Africa 🇿🇦, bubble-watching on global markets 🎈, fresh ETF listings from Ninety One 📊, strong local results (Astral 🐔, WeBuyCars 🚗, Ninety One 💼), and the Year-End Power Hour opens for bookings 🎤✨. 🎈 Bubble Talk: When Does It Pop? Guest Insight: Citigroup’s Dirk Willer (via Odd Lots podcast) Definition: A bubble = asset prices 2 standard deviations above the 1-year average. His exit rule: ➡️ Identify the drivers — the...
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JSE in the Cross Hairs (and Proposing Changes) | Don't Fight the Trend
WorldWide Markets with Simon Brown
Worldwide Markets – Episode 656 (12 November) Powered by Standard Bank Global Markets and Shyft – the global money app that puts travel, shopping, payments and investments in the palm of your hand 🌍💸 1) JSE Under Pressure 🏛️⚖️ Two issues in the spotlight: a) Competition Commission Complaint A2X alleges JSE is being anti-competitive around BDA & settlement. This could have a long regulatory process. No quick outcomes expected. b) Matengu Allegations Matengu alleges share price manipulation and claims to have emails implicating JSE directors. JSE has fired back and...
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When Will The Markets Crash? | Optasia IPO Fails to Pop
WorldWide Markets with Simon Brown
🌍 Worldwide Markets – Episode 655 Date: 5 November Host: Simon Brown Powered by: Standard Bank Global Markets & – the global money app for travel, payments & investing. 🎙️ This Week’s Big Questions When will markets crash? 🤯📉 Will we finally get a sovereign ratings upgrade? 🇿🇦🔼 Optasia* lists… but no IPO fireworks 💼🔔 SA vehicle sales accelerate again 🚗📈 🚀 Shyft Migration Update If you are an OST/Webtrader/ASI client — but have not yet been notified about migrating to Shyft — that simply means your group is scheduled for...
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Gold took us up … and Gold will take us down
WorldWide Markets with Simon Brown
🌍 World Wide Markets Ep. 654 — 29 October 2025 🎙️ “Gold took us up … and gold will take us down.” 🪙 Gold Takes the JSE for a Ride Gold led the JSE to record highs — and now it’s leading it back down. Year-to-date returns: Gold +49 %, Harmony +87 %, Pan African +126 %, DRD +150 %, Gold Fields +162 %, AngloGold Ashanti* +167 %! Excluding dividends! Simon notes clear support around $3,600-3,800, with further downside likely. The Top 40 is up ~38 % YTD, but the Resources Index (Resi) is +93 % — remove that, and the market’s ~20 %. Translation: half this year’s...
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Optasia, AI-enabled fintech business, listing on the JSE. Worth buying?
WorldWide Markets with Simon Brown
🌍 Worldwide Markets Ep. 653 – Gold Crashes, Markets Burn, and Optasia’s JSE Listing 🎙️ Hosted by Simon Brown 📅 Recorded: Tuesday, 21 October 2025 📈 Powered by Standard Bank Global Markets, Retail & Shyft – The global money app that puts travel, shopping, payments and investments in the palm of your hand. 💥 Local Markets Crushed A brutal day on the JSE as the market closed down 2.5%, with resources tumbling 7.8% despite a steady rand (R17.43). Gold miners collapsed: Implats & Sibanye -10%, Gold Fields & Harmony -9%, AngloGold* -8%. PGMs also fell...
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JSE Large Caps with Great Dividend Yields
WorldWide Markets with Simon Brown
🎙️ 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...
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Value on the JSE? We find the Cheapest Shares
WorldWide Markets with Simon Brown
🎙️ Worldwide Markets Ep. 651 — “Value on the JSE? We Find the Cheapest Shares” (8 October 2025) 📅 Recorded Tuesday afternoon | Powered by Standard Bank & 💡 Episode Overview This week Simon Brown digs into value on the JSE — where the cheapest shares might be hiding 👀. He also unpacks: The Purple Group* pullback 🟣 📈 (spoiler: it’s been a wild year!) Upcoming 🧠 🟣 Purple Group: Pullback or Panic? After a huge rally to R2.74, Purple Group has pulled back — but no need to panic. Likely to find support around R2.10, with upside targets around R3.50...
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what's pushed Purple Group +140% this Year? And a Bull Case for SA Inc.
WorldWide Markets with Simon Brown
🌍 Worldwide Markets Episode 650 – 1 October 2025 Hosted by Simon Brown Powered by Standard Bank Global Markets & the 💳🌐 🔑 Key Topics This Week 📈 Purple Group* & EasyEquities Purple Group share price up ~150% this year 🚀 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 💹 Purple Group | YTD to close 29 Sep 25 💰 Top 40 hits 100,000 Thanks to gold miners & PGMs ⛏️ AngloGold Ashanti* up nearly...
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Your Second Brain | Managing all the Data and Putting it to use
WorldWide Markets with Simon Brown
🌍 Worldwide Markets Ep. 649 – Building a Second Brain 🧠✨ Recorded on 24 September 2025 (from the beach!) – Hosted by Simon Brown This week, Simon takes a break from market talk 📉📈 to explore something equally powerful: how to manage the flood of data and information we face every day. Instead of focusing on stocks, currencies, or central banks, he dives into the idea of creating a "second brain" — a system to capture, organize, and use knowledge effectively. 🔑 Episode Highlights 🧠 Brains are great at decisions – quick choices like what to eat or which route to...
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Three Stocks with Cash & Shares Worth more then their Market Cap
WorldWide Markets with Simon Brown
🌍 World Wide Markets Ep. 648 – Cash-Rich Companies, Fed Cuts & China’s Housing Woes Host: Simon Brown Date: 17 September 2025 📉 China’s Housing Market New house prices fell 2.5% YoY – still negative since May 2022. Bottomed in October 2023 (-5.9%) and now trending upward. Reflects weak Chinese consumer confidence, similar to South Africa 🇨🇳🇿🇦. Evergrande’s collapse still casts a shadow. Chinese New Home index YonY 🏦 Central Banks in Focus FOMC (US): Decision due Wednesday evening. Market expects 25bps cut, with more cuts likely in Oct & Dec. US...
info_outlineWorldwide Markets – Episode 656 (12 November)
Powered by Standard Bank Global Markets and Shyft – the global money app that puts travel, shopping, payments and investments in the palm of your hand 🌍💸
1) JSE Under Pressure 🏛️⚖️
Two issues in the spotlight:
a) Competition Commission Complaint
A2X alleges JSE is being anti-competitive around BDA & settlement. This could have a long regulatory process. No quick outcomes expected.
b) Matengu Allegations
Matengu alleges share price manipulation and claims to have emails implicating JSE directors.
- JSE has fired back and asked: Produce the emails.
- There is also a clear seller overhang (ex-director wanting out), which explains the price pressure more plausibly.
Takeaway: Overhang selling often looks like manipulation. But without proof, it's just selling pressure.
2) Should We Scrap SENS Announcements & HEPS? 🤔📰
The JSE is consulting on two potential changes:
- Reduce some SENS announcements (e.g., administrative ETF notices, floating rate resets, etc.)
- Possibly remove HEPS (Headline Earnings Per Share)
Simon’s view:
🚫 Do not remove HEPS.
HEPS is invaluable as an adjusted earnings measure, especially in SA where one-off corporate events are common. The process cost argument doesn’t justify removing a critical metric.
4) Don’t Fight the Trend 🟢📈
Two strong trends right now:
a) Gold 🥇
- Back above $4,100/oz after two brief red weeks.
- Long-term trend still strongly up.
- No point trying to call tops – enjoy the trend while it runs.
b) Rand 🇿🇦💪
- Strengthening since the “liberation blowout” in April (~19.90).
- Now around R17.14 – and trend still down (strengthening).
- This is not just USD weakness.
- Big inflows into SA bonds + stronger commodity prices supporting.
Next key level: R17 → If broken, expect move to low R15s.
5) Results Round-Up 📊💼
| Company | Sector | Key Takeaways | Outlook |
|---|---|---|---|
| Stor-Age* | REIT / Self-storage | SA strong, UK okay. Trading near NAV (R17.77). Yield ~7%. | Fairly valued, solid operator. |
| Premier Group | Bread, food manufacturing | Revenue +6%, HEPS +27%. Efficiency gains + declining input costs. | Not cheap, but high quality compounder. |
| GE Aerospace (formerly General Electric) | Aviation Engines & Service | 75% of commercial planes use GE turbines. Service business = high margin recurring revenue. | Trend beneficiary as global travel grows. Expensive, but maybe deserved. |
6) KAP (PG Bison, UniTrans, beds, auto aftermarket) 🛏️🚚🛠️
- Earnings slump → PE looked blown out, but forward expectations show return to single-digit PE once capex is absorbed.
- Small-caps remain deeply unloved.
- Worth watching, but needs a catalyst.
7) Gold Miners – Pick Your Favourite ⛏️✨
If gold keeps running, most producers will make serious money.
Simon’s preferences:
- AngloGold Ashanti* (ANG) – strong price action, holding trends well.
- Pan African (PAN) – up 7x since Oct 2022.
Others:
- Harmony – now has meaningful copper exposure.
- Sibanye* – gold + PGMs.
ETF option: Satrix RESI* – doubled this year (helped heavily by gold).
⏳ How long to hold?
While gold trend remains intact.
Events & Dates 🗓️
- Monday 17 November @ 10:00 – 91 Income ETFs webcast
Book: justonelap.com/events - Friday 8 December – Final Power Hour:
“Position Your Portfolio for 2026”
Bookings open next week.