PODCAST · business
JSEDirect with Simon Brown
by www.JustOneLap.com
Weekly roundup of what's happening on the JSE in South Africa hosted by Simon Brown. Focusing on stocks outside the Top40 index it includes; company results, updates, market moves, week ahead, trading tips/products and book reviews.Published Thursday every week.
Episodes
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Boxer Earns More Per Rand. So Why Can't It Catch Shoprite?
Boxer earns slightly more per rand of sales than Shoprite, yet the maths says it will never catch the bigger grocer. Simon Brown compares the two side by side on margins, store economics, growth and valuation, and explains why Pick n Pay's stake in Boxer remains an overhang. He also unpacks why...
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Naspers & Prosus: down 50% in a year; half price, or half the story?
Naspers and Prosus have roughly halved over the past year. Simon Brown unpacks why: three-quarters of the fall is Tencent, the rest is a stronger rand, while the holdco discount has barely budged at around 40%. At R664 Prosus offers about R1,135 of value, but billions in buybacks haven't closed…
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Record car sales, falling motor stocks: Motus, CMH, WeBuyCars and Zeda
South Africa sold 61,645 new cars in September, the most in almost 20 years, yet the listed motor stocks are falling. Simon Brown explains why: cheap, well-specced Chinese cars are driving the volume while crushing pricing power across new cars, used cars and rental fleets. He digs into the…
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Two Education Stocks. Both Expensive. Which is the Smart One to Own?
Curro has delisted, leaving ADvTECH and Stadio as the only listed education stocks on the JSE, and both screen as expensive. Simon Brown compares their valuations, looks at the structural shortage of school and university seats in South Africa, and weighs the pending university-status catalyst to...
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PGMs: the white metal, the dynamics, and the miners
Platinum smashed its 2008 record in January, then fell almost 50%. Simon Brown works through what actually happened to the platinum group metals and why the JSE-listed miners are still generating enormous cash at the lower price. A 1.5 million ounce deficit became a 265,000 ounce surplus in a…
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Is there value in Shoprite at all-time highs?
Shoprite is trading at all-time highs and has still de-rated 23% in two years. Simon Brown works through the FY26 numbers — 7% revenue growth, a 6% trading margin, HEPS up 12.2% and internal selling price inflation of just 0.8% against national food inflation of 3.9% — and asks whether a business...
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Oil, elections, rates and gold: the four things that matter
This week WorldWideMarkets runs Simon Brown's keynote from a corporate event: four slides on the four issues facing global markets right now, with AI deliberately left off the list. The world lost roughly 20% of its oil supply when the Strait of Hormuz closed, and Brent still only reached $120 —...
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Ranking JSE gold miners as the yellow metal is on the move
US Treasury Secretary Scott Bessent is selling short-dated paper and buying long in an attempt to force the 10 and 30-year yields lower. Simon Brown explains why fighting a market rarely ends well, and what that trade has already done to gold and the rand. With gold back at $4,630 and the rand at...
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Cheap for a Reason: ABSA versus Nedbank. Which to buy?
Absa and Nedbank are the two cheap banks on the JSE, both trading near 1.2 times tangible book while Standard Bank and FirstRand sit close to two. Simon Brown puts them side by side after both reported and finds numbers so similar that valuation stops being the question: the same fifteen percent...
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Pick n Pay has stopped bleeding. But has it started healing?
Pick n Pay has stopped bleeding customers, but it hasn't started healing. Simon Brown goes deep on the retailer's 20-week trading update, where group turnover rose 2.7% while core Pick n Pay SA supermarkets went backwards. He unpacks the so-called negative stub — a R14 billion market cap against…
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Mr Price and Clicks. End of an Era, or an Entry Point?
Mr Price and Clicks have both been hammered, and on a chart they look like the same trade. They are not. Simon Brown holds both and spends this episode pulling the two businesses apart to work out which one he actually wants to own. Clicks is on its cheapest P/E in a decade but is losing share in...
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Finding quality JSE dividends | Alphabet profits booms, stock falls
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…
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Finding an edge in prediction markets | Netflix, market hate is an opportunity?
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...
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Purple Group goes all-in on AI | US 10-year at 4.63% is a crisis
A month after the year's most hyped listing, nearly everyone who bought SpaceX and held is underwater — and with the 180-day lock-up now gone, Simon Brown explains why insider selling is only getting started. He then tours the week's biggest moves: Apple's copyright lawsuit against OpenAI and…
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Defence Stocks and the Replacement Trade | Why Lockheed Martin Wins
Wars burn hardware, and rebuilding it takes years. This week Simon Brown works through the defence sector as a replacement thesis — the US fired roughly half its THAAD interceptor stockpile in twelve days against Iran — and settles on Lockheed Martin as his pick, with RTX as a second choice. He...
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Europe's Biggest Tech IPO: Bending Spoons
This week's WorldWideMarkets is a tour of cheap stocks that each come with a question mark. Simon Brown looks at Microsoft, where a forward PE of around 20 against a mean of 33 makes it look inexpensive — except free cash flow has slipped back to 2021 levels as AI and data-centre capex ramps. He...
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MercadoLibre is Amazon with a bank and it's cheapest in years
MercadoLibre is down 40% for the year, and Simon Brown argues the market is mispricing it as a retailer while ignoring the fintech engine — Mercado Pago — that is becoming Latin America's biggest digital bank. Total payment volume now exceeds gross merchandise volume, even as management...
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Peace in Our Time | Are We Just Going Back to February?
A US–Iran cessation of hostilities, due to be signed Friday, has collapsed the oil price, firmed the rand back toward 16.00 and let gold hold key support — and Simon Brown argues markets are heading back to where they sat in late February, just with fewer rate cuts on the table. This episode also...
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Stocks for your Soccer World Cup
The World Cup kicks off Thursday — so which stocks actually win? Simon Brown ran a data-driven hunt and the answer is counter-intuitive: skip the obvious bets. His own scrape of stadium-adjacent hotels found accommodation available everywhere, with 84 of 104 games unsold, so hoteliers have no...
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The US consumer has no savings left, should we worry?
Simon Brown unpacks a US personal savings rate of just 2.6% — one of the lowest on record — and why it matters more as a fragility gauge than a crash signal. He covers the collapsed Iran deal and its effect on oil and South African fuel prices, the SARB's prime rate hike to 10.5% and why he…
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The SpaceX IPO Valuation Reality Check | The Pope on AI
SpaceX comes to market on 12 June at a $1.75 trillion valuation — 94 times sales, where Amazon trades at four. Simon walks through where to actually buy it (Robinhood, Charles Schwab, Fidelity), why xAI is a rounding error in the AI race, and why Tesla is likely to be rolled into SpaceX within…
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Bond Yields Are Screaming | Why Isn't Anyone Calling It a Crisis?
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...
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Boxer's Blinder & The Pick & Pay Valuation That Makes No Sense
Boxer just posted ShopRite-level operating margins — so why is Pick & Pay, which owns 65% of it, trading at an implied negative enterprise value? Simon Brown unpacks the R10bn valuation paradox and whether it's a genuine opportunity. He also walks through his new AI-powered research workflow…
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Hyperscaler Results, Berkshire's Cash Pile and Fuel Pain
Hyperscaler results from Microsoft, Amazon and Alphabet produced numbers that almost don't seem real — combined remaining performance obligations of $1.46 trillion and Q1 capex of $112 billion. Simon unpacks where that money is going, why copper is the quiet beneficiary, and which JSE stocks give...
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Tim Cook Out, Tariff Refunds In, Markets Back At Highs
US markets hit all-time highs this week even as $166 billion in Trump tariff refunds start processing — a windfall for retailers, but consumers who paid inflated prices at the till won't see a cent back. Tim Cook is stepping down at Apple with John Ternus taking over, Amazon is spending $11.57...
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The Hormuz "Blockade" Has Fine Print | So Does the SA Fuel Crisis
US results season opens with Goldman Sachs and Johnson & Johnson both beating expectations — but the more interesting story is what those results don't show yet: the full impact of Middle East conflict and Trump's drug pricing pressure. Simon also unpacks South Africa's looming fuel crisis and...
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SA Retail Stocks: Where the Value Is Right Now
South African consumer stocks have been hammered. In Episode 673 of WorldWideMarkets, Simon Brown works through the JSE's food and clothing retailers — Shoprite, Boxer, Pick n Pay, SPAR, Pepkor, Foschini Group, Mr. Price, Lewis, and Woolworths — asking where genuine value has emerged and where...
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Six Space Stocks Reviewed, Which Ones Are Worth It?
Simon reviews six listed space stocks ahead of the expected SpaceX IPO, which could debut above $2 trillion as early as June. Rocket Lab, AST SpaceMobile, Intuitive Machines, Firefly Aerospace, Planet Labs and Spire Global each get a SWOT breakdown, with the Procure Space ETF (UFO) as a…
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Tariffs are Back with no Ceiling and Gold at $4,000
WorldWideMarkets episode 671 covers the return of US tariffs through Section 301 investigations targeting South Africa and 60 other countries — with no rate ceiling and no court precedent to stop them. Simon unpacks the Iran war's tentative ceasefire talks, why Goldman Sachs revised its Brent...
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War, Fuel & Fertilizer: The Inflation Pipeline
Worldwide Markets — Episode 680 | 18 March 2026 Powered by Standard Bank, Global Markets, Retail and Shyft ⛽ Fuel Price Pain Coming Petrol 95 up ~R4.50/litre and diesel up ~R7.50/litre from the first Wednesday in April. On a 50-litre tank that's R200+ for petrol and close to R400 for diesel. Fill...
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As Uncertainty Rules, Rate Cuts are Gone
🌍 World Wide Markets – Episode 669 📅 11 March 2026 | Hosted by Simon Brown Powered by Standard Bank Global Markets, Retail & SHYFT 🧭 Market Mood: Chaos Means Doing Nothing With geopolitical tensions and wild commodity moves, markets are extremely uncertain. Simon's strategy right now? 🧘 Do...
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Budget Boost, Oil Shock | SA's Two-Speed Week that Changed the Narrative
⚖️ Budget Boost: A Rare Win for Taxpayers 🇿🇦💰 This week kicked off with a surprisingly investor-friendly South African budget — and markets initially loved it. Key Changes: 📈 CGT annual exclusion: R40,000 → R50,000 🏠 Primary residence CGT exclusion: R2m → R3m 💼 Retirement contribution…
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Budget panel 2026 with Deputy Minister & Christo Wiese
This special broadcast is the recording of the Budget Panel 2026 with AJM, Baker Tilly Greenwoods, and FNB. Simon Brown hosts and his guests are; The Hon Ashor Sarupen Dep Fin Minister Mamello Matikinca chief economist at FNB Dr Christo Wiese – business man Dr Albertus Marais – Partner AJM
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Trumps Tariffs Trashed, Now What? | Budget 2026
🌍 World Wide Markets – Episode 667 📅 25 February 2026 | Hosted by Simon Brown Powered by Standard Bank Global Markets, Retail & Shyft ⚡ Eskom: 280 Days Without Load Shedding South Africa has now reached 280 days without load shedding. Standard Bank's electricity tracker report highlights that…
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Can AI Value Stocks? Local | Yields at decade Lows
Worldwide Markets - Episode 666 📊 18 February 2025 🇿🇦 South African Economic Indicators Unemployment hits 5-year low - but still a tragic 31.4% The Achilles heel: Need GDP growth to break below 20% 10-year bond yields at decade lows - 7.97% (down from 11% during load shedding) Government…
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Hyper Capex Spending | Junior Miner Pain
🎙️ Worldwide Markets – Episode 665 📅 11 February | 🎧 Recorded Tuesday around lunchtime 💼 Powered by Standard Bank Global Markets & Shyft 🌍 This week in markets Massive hyperscaler CapEx is back in focus 💰🏗️ Markets appear calmer – the worst of the recent collapse may be behind us 😮💨...
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Is the Gold Collapse Over?
🌍 Worldwide Markets – Episode 664 📅 Recorded: Tuesday midday | 🎙️ Host: Simon Brown This week on Worldwide Markets, we unpack a wild ride across commodities, central banks, tech titans, and global trade — with gold stealing the spotlight once again. 🟡 Has Gold Bottomed? Gold went vertical —…
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Stock Picks for the Cristal & Moneyweb Challenges
🎙️ Worldwide Markets – Episode 663 📅 28 January | Recorded late Tuesday afternoon Host: Simon Brown Powered by: Standard Bank Global Markets & Shyft – the global money app for travel, shopping, payments & investing 🌍💳 This week a quick look at gold and the Rand, both did what was expected…
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Predictions 2026 with; Marc Ashton, Keith McLachlan & Simon Brown
For the thirteenth year in a row Keith McLachlan, Marc Ashton and Simon Brown kick off the new year with a predictions show. First they check in and mark what they said last year. Then they each offer three predictions for the year ahead and a view on the Top40 and Rand/ Find last years show here.
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The Best, and Worst, on the JSE in 2025
🌍 Worldwide Markets — Episode 660 🎙️ The Best and Worst of the JSE in 2025 📅 10 December 2025 🎧 Final episode of the year — back 14 January 2026 💼 Powered by Standard Bank Global Markets & Shyft 🏁 Opening Thoughts Last podcast of 2025! 🎉 A huge thank-you to listeners, watchers and everyone...
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It's been a year, but markets loved it
Worldwide Markets – Episode 659 Show Notes "It's Been a Year… But Markets Loved It" 📆 3 December 2025 🎙️ Host: Simon Brown 🏦 Powered by Standard Bank Global Markets & Shyft — the global money app. 🌍 Opening: A Wild Year That Somehow Ended Beautifully Despite chaos from January to April —...
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Best and worst JSE Stocks Over the Last Decade
dd 🌍 Worldwide Markets – Episode 658 📅 26 November 2025 🎙️ Hosted by Simon Brown 💼 Powered by Standard Bank Global Markets & Shyft 🔥 This Week's Big Themes 📊 JSE 10-year returns — miners dominate! 💽 Nvidia results: great numbers, strange market reaction 🥇 Harmony goes big on copper 🛠️ SA...
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Good Things Happening in SA | How to Spot the Bubble Popping
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...
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JSE in the Cross Hairs (and Proposing Changes) | Don't Fight the Trend
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…
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When Will The Markets Crash? | Optasia IPO Fails to Pop
🌍 Worldwide Markets – Episode 655 Date: 5 November Host: Simon Brown Powered by: Standard Bank Global Markets & Shyft – 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? 🇿🇦🔼...
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Gold took us up … and Gold will take us down
🌍 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...
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Optasia, AI-enabled fintech business, listing on the JSE. Worth buying?
🌍 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…
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JSE Large Caps with Great Dividend Yields
🎙️ 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...
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Value on the JSE? We find the Cheapest Shares
🎙️ Worldwide Markets Ep. 651 — "Value on the JSE? We Find the Cheapest Shares" (8 October 2025) 📅 Recorded Tuesday afternoon | Powered by Standard Bank & SHYFT 💡 Episode Overview This week Simon Brown digs into value on the JSE — where the cheapest shares might be hiding 👀. He also unpacks…
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ABOUT THIS SHOW
Weekly roundup of what's happening on the JSE in South Africa hosted by Simon Brown. Focusing on stocks outside the Top40 index it includes; company results, updates, market moves, week ahead, trading tips/products and book reviews.Published Thursday every week.
HOSTED BY
www.JustOneLap.com
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Frequently Asked Questions
How many episodes does JSEDirect with Simon Brown have?
JSEDirect with Simon Brown currently has 623 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is JSEDirect with Simon Brown about?
Weekly roundup of what's happening on the JSE in South Africa hosted by Simon Brown. Focusing on stocks outside the Top40 index it includes; company results, updates, market moves, week ahead, trading tips/products and book reviews.Published Thursday every week.
How often does JSEDirect with Simon Brown release new episodes?
JSEDirect with Simon Brown releases new episodes frequently with a large back catalog of 623 episodes. Check the episode list for recent publication dates.
Where can I listen to JSEDirect with Simon Brown?
You can listen to JSEDirect with Simon Brown on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts JSEDirect with Simon Brown?
JSEDirect with Simon Brown is created and hosted by www.JustOneLap.com.
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