Simon Brown

talker, investor, trader, photographer, writer, chocolate eater, wine drinker
I spend time on @JustOneLap @Moneyweb @FinancialMail @SBGTraderZA @ShyftGlobal

[Simon Brown @SimonPB]

Here's the video from the @SBGTraderZA Power Hour event this evening.

Trading with CFDs: Leverage, Risk and the Rules That Keep You in the Game

A lot of detail about how CFDs work, managing leverage, costs, margin and position sizing.

https://t.co/XhRMQAMyvk

[Simon Brown @SimonPB]

Great chat with Keillen Ndlovu. Water is the new worry for REITs, and it's not a cheap fix.

[Moneyweb News @Moneyweb]

[PODCAST] Water shortages are forcing commercial landlords to invest in backup supplies, boreholes and recycling. Independent property analyst Keillen Ndlovu speaks to @SimonPB on #MoneywebNOW about the costs and risks.

#Moneyweb #Podcast

Listen to the full episode here:
https://t.co/7dChK7KJZR

[JustOneLap @JustOneLap]

Our @SBGTraderZA Power Hour was last night with @SimonPB

He was looking into the surge of Actively Managed ETFs (AMETFs) coming onto the JSE.

The big question is if they're any good, and in one place they are - income.

https://t.co/sbzAVxlxwd

[Simon Brown @SimonPB]

🎧 Clicks and Afrimat: Quality stocks, tough sectors

° Nasty Afrimat numbers and Clicks results that left the market disappointed. Is there an opportunity in either? @SchalkLouw from PSG Old Oak weighs in.

° Independent property analyst Keillen Ndlovu unpacks how local Reits are investing in water security for their buildings.

° Simon on why investment fees matter, what to watch out for and why you should always ask about the EAC.

https://t.co/ByOfawJACk

[Simon Brown @SimonPB]

Video from the @SBGTraderZA Power Hour of this evening.

I presented on the trend of Actively Managed ETFs. The growth, the fees and why Active Income ETFs deserve a look.

With proof of life pic :)

https://t.co/CgFJHvqF9z

[Simon Brown @SimonPB]

@DilBradly agree both, but they had quicker stock turn, I assumed SHP DC would win that out .. also more HEPS per rand of sale .. all helped by lighter lease obligations, in part ..

[Simon Brown @SimonPB]

Boxer beats Shoprite on some metrics, which was a surprise ..

[JustOneLap @JustOneLap]

Boxer Earns More Per Rand. So Why Can’t It Catch Shoprite?

🇫🇷 French 10-year at 4.8%, back at early-2000s levels
🔁 How rising yields create a negative debt feedback loop
🛒 Boxer | Shoprite: size, margin, stores, valuation
🧮 Can Boxer catch Shoprite? The compounding maths says no
📦 Trade of the week: Amazon is all about robotics

Hosted @SimonPB sponsored @ShyftGlobal @SBGTraderZA

https://t.co/OwqJYuYX6w

[JustOneLap @JustOneLap]

Boxer Earns More Per Rand. So Why Can’t It Catch Shoprite?

🇫🇷 French 10-year at 4.8%, back at early-2000s levels
🔁 How rising yields create a negative debt feedback loop
🛒 Boxer | Shoprite: size, margin, stores, valuation
🧮 Can Boxer catch Shoprite? The compounding maths says no
📦 Trade of the week: Amazon is all about robotics
Hosted @SimonPB sponsored @ShyftGlobal @SBGTraderZA

https://t.co/OwqJYuYX6w

[Simon Brown @SimonPB]

Live in 10 minutes

[JustOneLap @JustOneLap]

Standard Bank Power Hour: The actively managed ETF wave; what's new on the JSE and is it worth it?

Thursday 22nd at 5.30pm

In person or webcast with @SBGTraderZA

👉 https://t.co/lwDsQ8MLo0

[Pinky Sithole 💗 @pinkysithole17]

To Newlands we go 🤩🥳

We’ll be in the stands with our laptops and airpods 😜

[Simon Brown @SimonPB]

an innings and 31 runs :)

[Simon Brown @SimonPB]

💥💥💥💥

[Simon Brown @SimonPB]

🎧 Sasol keeps the momentum going

° Kea Nonyana from PrimeXBT unpacks the latest business update from Sasol and Standard Bank’s limited trading update.

° Famous Brands CEO Darren Hele discusses tough trading conditions despite price decreases on some products.

°Plus, Hugh Hacking from Momentum Corporate weighs in on better-than-expected local inflation and the key details from the MTBPS.

https://t.co/X79Jd00NiK

[Moneyweb News @Moneyweb]

[PODCAST] Famous Brands’ revenue rose 2.3%, but earnings fell as consumers faced mounting cost pressures. CEO Darren Hele speaks to @SimonPB on #MoneywebNOW about demand, margins and competing for convenience-driven spending.

#Moneyweb #Podcast

Listen to the full episode here:
https://t.co/hvgA0ijjG6

[JustOneLap @JustOneLap]

We have updated our ETF Database with the @10Xinvestments ETFs from the 30 September fact sheets.

Find them all https://t.co/Ag3aKvVCXJ

[Simon Brown @SimonPB]

🎧 Sasol keeps the momentum going

° Kea Nonyana from PrimeXBT unpacks the latest business update from Sasol and Standard Bank’s limited trading update.

° Famous Brands CEO Darren Hele discusses tough trading conditions despite price decreases on some products.

°Plus, Hugh Hacking from Momentum Corporate weighs in on better-than-expected local inflation and the key details from the MTBPS.

https://t.co/X79Jd00NiK

[JustOneLap @JustOneLap]

Boxer Earns More Per Rand. So Why Can’t It Catch Shoprite?

🇫🇷 French 10-year at 4.8%, back at early-2000s levels
🔁 How rising yields create a negative debt feedback loop
🛒 Boxer | Shoprite: size, margin, stores, valuation
🧮 Can Boxer catch Shoprite? The compounding maths says no
📦 Trade of the week: Amazon is all about robotics

Hosted @SimonPB sponsored @ShyftGlobal @SBGTraderZA

https://t.co/OwqJYuYX6w

[Mohammed Nalla, CFA @MohammedNalla]

A few thoughts on South Africa's MTBPS 2026...Thread where I will unpack the +'s and -'ves:

Growth downgrade is meaningful from 1.6% exp in Feb to 1.2%. Alot = global macro but not all. Also, LT 2% now expected by 2028 so the classic economist uplift is pushed out further.

[JustOneLap @JustOneLap]

Standard Bank Power Hour: The actively managed ETF wave; what's new on the JSE and is it worth it?

Thursday 22nd at 5.30pm

In person or webcast with @SBGTraderZA

👉 https://t.co/lwDsQ8MLo0

[Simon Brown @SimonPB]

Some relief from the #MTBPS2026

"the fuel levy will be reduced by R3 per litre for diesel and R1.50 per litre for petrol from 4 November 2026 up until to 1 December 2026.

Thereafter, the relief will continue at a lower amount until 5 January 2027. The diesel levy will be reduced by R1.50 per litre the petrol levy by R1 per litre. "