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Hosted by www.JustOneLap.com · EN · 615 episodes
Established thought leaders with verified media credentials.
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.
www.JustOneLap.com hosts JSEDirect with Simon Brown, a business show with 615 episodes published.
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
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 backward
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 w
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 actuall
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 tou
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 —
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 cas
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 paym
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 sa
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 accommodatio
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 So
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 err
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 Pa
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
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 m
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 step
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 p
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
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 Glob
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
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JSEDirect with Simon Brown is hosted by www.JustOneLap.com. The show is categorised under business (news) and has published 615 episodes.
JSEDirect with Simon Brown has published 615 episodes.
JSEDirect with Simon Brown regularly covers business, news, education. It sits in the business category, with a news focus.
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Episodes of JSEDirect with Simon Brown average 22 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates JSEDirect with Simon Brown's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
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