Simon Shares

• US Election results pretty much playing as expected. Trump doing well in early counting but some important states still to come but he has declared victory and is heading for the courts.

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• 19 November ~ Twenty years of ETFs

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Finding infrastructure stocks

Globally one of the key responses to the pandemic is and will be, infrastructure spend. Who are the potential winners?

• PPC (JSE code: PPC)
• Sephaku (JSE code: SEP)
• Reunert (JSE code: RLO)
• Consolidated Infrastructure Group (JSE code: CIL)
• WBHO (JSE code: WBO)
• Murray and Roberts (JSE code: MUR)
• Aveng (JSE code: AEG)
• Raubex (JSE code: RBX)
• Afrimat (JSE code: AFT)
• Brikor (JSE code: BIK)
• Stefanuti Stocks (JSE code: SSK)
• Kumba (JSE code: KIO)
• ArcelorMittal SA (JSE code: ACL)

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