WorldWide Markets with Simon Brown – Détails, épisodes et analyse

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WorldWide Markets with Simon Brown

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Fréquence : 1 épisode/7j. Total Éps: 613

All about investing on the JSE with Simon Brown. Every Thursday.

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🇫🇷 France - investing
15/07/2026
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Finding quality JSE dividends | Alphabet profits booms, stock falls

Épisode 688

mardi 28 juillet 2026 • Durée 21:18

Vodacom has cut its dividend payout ratio from 75% to 65%, which pushes one of the JSE's dependable income names down the list. Simon Brown runs the Top 40 and the mid-cap screen to find where quality local yield actually sits, and shows how Growthpoint, Nedbank, Coronation and Standard Bank can be combined into a home-built income portfolio yielding roughly seven and a half to eight percent, growing ahead of inflation. He also unpacks Alphabet's record quarter, where two thirds of the profit was unrealised paper gains and free cash flow turned negative for the first time on record, and asks how any investor values Tesla when the CEO has promised self-driving cars every year for a decade.

Topics: Alphabet results, AI capex, circular AI revenue, Vodacom dividend policy, JSE dividend yields, income ETFs, Tesla valuation, Elon Musk, Bid Corp, Clicks, Absa.

WorldWideMarkets is part of JustOneLap.com.

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Finding an edge in prediction markets | Netflix, market hate is an opportunity?

Épisode 687

mardi 21 juillet 2026 • Durée 23:50

Can you find a real edge in prediction markets? Simon hunts the arbitrage — and calls Netflix cheap.

In this week's WorldWideMarkets:
• 🎲 Prediction markets: where's the edge, and where's the scam?
• 🇧🇷 The Brazil election "two-horse arbitrage" explained
• 📈 Betting SA's 2026 inflation print with a Bayesian model
• 🎬 Netflix halved — Simon says it's now cheap
• 📊 Stocks on the move: Bid Corp, Mr Price, OUTsurance, Vodacom, Absa, Gold Fields

CHAPTERS:
0:00 Introduction
1:20 Prediction markets: where's the edge?
4:35 The Brazil election arbitrage
8:05 Betting SA inflation with a Bayesian model
13:30 Upcoming events
14:25 Oil, Iran & Canada tariffs
16:45 Netflix: cheap for the first time in years
19:50 Stocks on the move

🌐 More at JustOneLap.com

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Bond Yields Are Screaming | Why Isn't Anyone Calling It a Crisis?

Épisode 678

mardi 19 mai 2026 • Durée 24:01

Global bond yields are spiking to multi-decade highs across the US, UK and Japan, and Simon Brown argues this looks a lot like the emerging market debt crises markets usually call doom and gloom.

He unpacks the Pick n Pay sell-down of Boxer shares, the Eastern Cape floods threatening the citrus crop, and the absurd Cerebras IPO trading at 150 times sales.

Plus an update on JustOneLap's institutional-grade research project, results from Calgro M3, WeBuyCars and Astral, the Global Investment Returns Yearbook 2026, and three stocks on the move: British American Tobacco, BHP Group and Clicks.

WorldWideMarkets is part of JustOneLap.com.

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Can the GNU hold and send markets higher over the next five years? (#592)

Épisode 592

mercredi 19 juin 2024 • Durée 15:53

Face-Ripping Rally on the JSE:

Surge attributed to the formation of a coalition government involving ANC, DA, and IFP.
Top 40 index rose 3.5%, a significant increase not seen since February 2018.
The rally, likened to the start of a marathon, suggests potential long-term growth, despite possible volatility.

RAND and Resource Stocks:

RAND trading under 18, affecting resources positively.
Potential for RAND to strengthen further, possibly reaching 17.

Coalition Government and Market Impacts:

The coalition's stability is uncertain but critical for long-term market confidence.
JP Morgan upgraded South Africa from underweight to overweight, signaling positive outlooks.

SA Inc Stocks and ETFs:

Retailers like Shoprite*, Mr. Price*, Foschini Group*, and Truworths hitting 52-week highs.
ETFs for local investors, focusing on SA Inc..
Recommendations include avoiding heavy Rand Hedge dual-listed miners in a strong RAND environment.

RSA Retail Savings Bonds:

Interest rates for RSA Retail Savings Bonds to drop in July.
Current rates: 11.5% for a 5-year bond, expected to decrease to 10.75%.
Opportunity to reset bonds before the rate change on the 20th of the month.

Inflation and Interest Rates:

Local CPI stable at 5.2%, within the target band but aiming for 4.5%.
US FOMC holds rates steady, hinting at a possible future rate cut.
Prospects for lower local interest rates and their impact on retail stocks and disposable income.

Market Opportunities:

Interest in retailers and brokers like Purple Group* and PSG Konsult, considering the potential increase in disposable income and trading volumes.
Positive long-term outlook, but caution against immediate full investment.

Simon Brown

Market loving clothing retailers and is Spar finally good for you? (#591)

Épisode 591

mercredi 12 juin 2024 • Durée 21:32

US Inflation:

Core Inflation: Came in at 3.4%, lower than the expected 3.5% and previous 3.6%.
Impact: Positive market reaction, with US Treasuries under pressure, Rand strengthening, and Dollar weakening.
FOMC Outlook: Potential rate cuts anticipated towards the end of the year, possibly in November and December.

Company Results:

SPAR:

Performance: Results were as expected, market responded positively.
Issues: Challenges in Switzerland, discontinued operations in Poland, and ongoing SAP implementation issues.

Foschini Group:

Performance: Strong results, market reacted favorably.
Highlights: Good performance in their online platform Bash and general improvement across brands.
Foschini Group and Clothing Retailers: Potential growth areas and resistance levels in stock prices.

Interesting Stock:

Contemporary Amperex Technology Company Limited (CATL):
Sector: Battery technology for EVs and corporate solutions.
Market Performance: Positive analyst ratings, promising future prospects.

Renergen*:

Helium Production: Helium is flowing, but further testing is required.
Challenges: Significant delays and ongoing testing phases, but progress is being made.

Santova:

Stock Movement: Changes in buyer and seller dynamics impacting stock price.
Insights: Importance of identifying market movers in stock trading.

Political Developments:

Coalition Talks: Ongoing with potential for an ANC, DA, IFP coalition.
Rand Performance: Strengthening in response to political stability and positive US inflation data.

[caption id="attachment_42378" align="aligncenter" width="849"] USDZAR | 12 June 2024[/caption]

Simon Brown

Two-pot system is here, it's actually three pots and we've everything you need to know (#590)

Épisode 590

mercredi 5 juin 2024 • Durée 19:24

New Two-Pot Pension System:

Details on the implementation and implications for retirement savings.
Kicks in 1 September 2024
Can take up to R30k immediately, but this will be taxed.
Thereafter 30% of contribution go into a savings pot your can take out, it will be taxed.
Only use for an emergency, not holidays.

Rainbow's Return to JSE:

Analysis of Rainbow's re-listing after 17 years.
RCL Foods will be unbundling later in June
One Rainbow share for every RCL Foods share
But is Rainbow the best chicken stock on the JSE?

OPEC+ Impact on Oil Prices:

Members agreed to cut voluntary production cuts
Oil crashed
As did Sasol

[caption id="attachment_42315" align="aligncenter" width="849"] Brent oil | weekly | Koyfin

Q1 GDP Results:

Negative Q1
Q2 should be slightly better thanks to reduced load shedding
But election will have worried investors.

Santova Stock Analysis:

Buyer at 750c
Seller at 760c

[caption id="attachment_42316" align="aligncenter" width="849"] Santova daily | 06 May 2024 | Koyfin

Coalition Talks:

ANC is talking with everybody
They seem keen on a governmnt of national unity
Rand volatile

Recent uploads onto Just One Lap

And now ~ woe is Woolies while Pepkor cleans up in smart phones (#589)

Épisode 589

jeudi 30 mai 2024 • Durée 14:48

Election Results Impact on Markets

Slow ballot counting with three ballots, 18.7% counted.
CSIR prediction at 5%: ANC 42%, DA 22%, EFF 9%, MK 14%, Patrick Alliance 2%.
Market concerns about ANC forming a coalition.
Rand fluctuations: From 18.34 on Tuesday to 18.61 currently.

[caption id="attachment_42259" align="aligncenter" width="849"] Rand | 1pm 30 May 2024[/caption]

Pepkor Results:

9.5% revenue growth.
24.5% growth in fintech, now 12% of the business.
Pepkor sells 7 out of 10 smartphones in South Africa.

Woolies (Woolworths) Update:

Earnings down 20% for the year ending June.
Challenges in the clothing segment, further deterioration in footfall and discretionary spend.
Food segment performing better, but overall market reaction negative.

Zeda Results:

Revenue growth of 19%, HEPs up 12.5%, return on equity at 28.5%.
Surprise 50 cents dividend despite previous year-end dividend expectations.

BHP Billiton and Anglo American Merger

BHP walked away from the Anglo-American takeover proposal.
Speculation about potential offers from Rio Tinto or Glencore.
Anglo-American's disinvestment plans for De Beers and Anglo Platinum.

Market Insights

Discussion on Metrofile's challenges with dividend yield falling and pressure on share price.
SAB Cap Investments' exit from Metrofile.
South African Reserve Bank MPC rate announcement: No rate changes expected.
Upcoming central bank meetings: ECB, FOMC, Bank of England, Swiss National Bank.
Potential for future rate cuts in South Africa if inflation targets are met.

Commodity webcast with Johann Erasmus available on Just One Lap.

Nvidia juggernaut just keeps on going (#588)

Épisode 588

jeudi 23 mai 2024 • Durée 22:05

Nvidia's Financial Performance

Nvidia's Q1 Results:
Revenue up 262% year-on-year to $26 billion.
Net income up 628% year-on-year to $14.9 billion.
Gross margins at 78.9%.
Stock Split: 10-for-1 stock split set for 7 June.
Market Reaction: Stock traded over $1,000 in the aftermarket.

Anglo American and BHP Group

BHP's Third Offer: Anglo American rejects BHP's third offer.
Deal Concerns: Issues with the price and risk of the deal.
Next Steps: Extended deadline for BHP's offer to 29 May.

Richemont's* Results

Richemont's Position: Holding steady in a tough luxury market.
Earnings Growth: Expected around 10% over the next few years.
Preferred Stock: Richemont favored over LVMH for its focused luxury product line.

Copper Market

Copper Boom: Strong performance but cautious outlook due to potential price pullbacks.
Investment Options: Local ETNs and offshore ETFs available for copper investment.

Structured Products

Educational Video: Power Hour session on structured products by Kevin Swartz from Standard Bank.
Features: Capital protection and enhanced upside.

Pick n Pay's Plan

Sales Update: For 52 weeks ending 25 February, bleak results expected.
Market Reaction: Stock closed 4.5% higher on news of a plan.

South African Economic Indicators

CPI Inflation: 5.2% for April.
Primary Surplus: Revenue exceeded expenditure (excluding interest).

Vehicle Sector Analysis

Companies Covered: Combined Motor Holdings (CMH), WeBuyCars, Motus, and Zeda.

Home Building Sector Analysis Santova Directors' Selling Disclaimer

Anglo has a plan to beat BHP Group, is it any good? (#587)

Épisode 587

jeudi 16 mai 2024 • Durée 20:02

Anglo-American vs. BHP Group

Anglo-American rejects BHP Group's offer, unveils its own restructuring plan.
Anglo-American to divest De Beers, Anglo-American Platinum, coking coal in Western Australia, and reduce spending on UK fertilizer businesses.
Focus on high-quality iron ore and copper assets.
Discusses shareholder likelihood of accepting Anglo-American's plan over BHP Group's offer.
Discussion on lab-grown diamonds and potential impacts on the market.

Market Insights

Tencent's positive results impact Naspers and Prosus.
NASDAQ and S&P close at all-time highs.
Analysis of South African market trends, influenced by gold stocks, Naspers, Prosus, Richemont, and Rand strength.

[caption id="attachment_42112" align="aligncenter" width="849"] Top40 close 15 May 2024[/caption]

Discussion on upcoming elections' market impact.
NHI bill signed, causing sell-off in healthcare stocks.
US imposing more tariffs on China, strategic implications discussed.

Company Highlights

Positive financial results from Calgro M3* and Raubex.
Calgro M3 reports good numbers, discusses share buybacks and future prospects.

[caption id="attachment_42113" align="aligncenter" width="849"] Clagro M3 close 15 May 2024[/caption]

Raubex impresses with strong financial performance, diversification strategies.

Preview of forthcoming corporate earnings announcements and economic data releases.

Notable events include Richemont*, Palo Alto, Netcare, Astral, Famous Brands, Coronation, UK and US inflation data, FOMC minutes, and Nvidia results.

Local small caps; value or value trap? (#586)

Épisode 586

mercredi 8 mai 2024 • Durée 19:37

Introduction:

Simon Brown kicks off the episode discussing the current state of the Rand, noting its stability leading up to the elections despite fluctuations.
Speculation around ANC's momentum in the polls and potential coalition scenarios.
The impact of the dollar's weakness on the Rand's performance.

Structured Products:

Simon delves into the concept of structured products, which offer capital guarantees and enhanced returns through strategic investment mechanisms like options and bonds.
Announcement of an upcoming Power Hour with Standard Bank focusing on structured products.
Brief overview of actively managed certificates, also at next weeks Standard Bank Power Hour.

FNB's New ETNs:

FNB's introduction of new Exchange Traded Notes (ETNs), including a variety of indices and US-listed stocks.
Explanation of Compo and Quanto variations, tailored to currency impacts.
Highlights of recently launched ETNs, such as Nvidia, Booking Holdings, Eli Lilly, and Palo Alto Networks.

Amazon.co.za's Arrival:

Simon provides insights into Amazon.co.za's debut in South Africa, discussing initial observations and comparisons with local competitors.
Discussion on the potential impact of Amazon's entry on brick-and-mortar retailers and existing online platforms.

Exploring Small Caps:

Simon poses the question of whether local small caps on the JSE offer value or pose as value traps.
Definition and implications of value traps in investments, emphasising the importance of dividends and price appreciation.
Insights from John Biccard of Investec on potential post-election performance in small caps.
Examination of various small cap stocks, analysing dividend yields, price-to-book ratios, and earnings potential.

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WorldWide Markets with Simon Brown – Détails, épisodes et analyse

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