100 Days of no load shedding, which stocks benefit the most? (#594)

Load Shedding Update Milestone: 100 days of no load shedding by Friday. Factors: New capacity online, Kusile unit 5 (800 MW), upcoming additions from Medupi and Koeberg. Impact: Reduced GDP loss (previously 1.8% of GDP due to load shedding). Positive effect on inflation and economic stability. Winners: Retailers: Shoprite*, Pick n Pay, Spar (less expenditure on diesel). Manufacturers: Invicta, Hudaco (benefit from increased customer stability). Real Estate: REITs with shopping centers, reduced generator use. Interest Rates Jerome Powell's Speech: Potential for a single rate cut in November. Impact on Markets: Minimal immediate impact, with expectations already priced in. Local MPC Meetings: Predictions for rate changes on 19 September and 21 November. Market Insights Mr Price*: Ex-dividend yet the stock price increased, indicating strong sector performance. Tesla Analysis Market Share: Decline in second-quarter sales but maintains a significant market share (~50%). Challenges: Increased competition from other EV manufacturers. Need for cheaper models. Significant share dilution over the years. Stock Performance: Historical highs and current rebound to 231. Future Prospects: Continued relevance in the EV market despite competition. [caption id="attachment_42560" align="aligncenter" width="849"] Tesla weekly chart | 02 July 2024[/caption] SARS Tax-Free Changes Impact: Minor changes affecting pro rata contributions for part-year taxpayers. RSA Retail Savings Bonds Rate Change: Significant drop in 5-year bond rate from 11.5% to 10.5%. Action Required: Reset by the 20th for current holders. The form is here. Simon Brown * I hold ungeared positions. All charts by KoyFin | Get 10% off your order