Capitec, great results. Very expensive stock. Sasol just a horror.
Capitec Results: 01:37
Simon analyzes Capitec's recent financial results, highlighting strong metrics such as return on equity, active clients, and app usage.
However, he notes concerns about the bank's expensive valuation compared to its competitors.
SARB Monetary Policy Review: 07:48
Simon discusses the South African Reserve Bank's recent review, indicating a reluctance for rate cuts in the near future due to inflationary pressures and economic uncertainties.
Sasol Woes: 11:43
Simon discusses Sasol's poor performance following a production update, expressing skepticism about its future prospects despite its low stock price.
Other Market Updates: 14:06
Simon touches on Tencent's positive performance, gold and oil price movements, and the potential impact on global markets
Gold and brent oil
Пікірлер: 5
Great episode Simon, thanks! Enjoyed your webcast with Ryan and bleak I missed the getting started live event. I think your 1.5% GDP growth for RSA was very generous but let’s see
Had a staring contest while the intro was playing🤣, good episode 🙏
@JustOneLapZA
3 ай бұрын
haha, yes I need to find something to do during that playout :)
Excellent episode and as you said, 1.5% GDP growth is very generous. What are the key metrics to look for in a bank? Cost to income (if I got that right), price/earnings etc?
@JustOneLapZA
2 ай бұрын
Ya, C2I, DY, PE, impairments, non-interest income, # clients.