WorldWide Markets with Simon Brown

Pick 'n Pay catching Shoprite, can they overtake? (#504)


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Simon Shares
  • New energy rules for South Africa. Who wins?
  • Silverleaf Investments on Easy Equities. Know what you're buying.
  • Food retailer updates, Shoprite* (JSE code: SHP) winning. Pick n Pay (JSE code: PIK) bounding back and Woolies* (JSE code: WHL) struggling.
  • Cashbuild (JSE code: CSB) and Mr Price (JSE code: MRP) updates show consumers under pressure
  • IMF upgrades SA GDP growth for 2022 to 2.3% up from 1.9% they expected in April.
  • Results from Kumba Iron Ore (JSE code: KIO) and Anglo Platinum (JSE code: AMS)
  • US data Wednesday and Thursday.
  • Omnia (JSE code: OMN) was ex-div 800c on Wednesday and is now back in the longer-term channel. If you've been waiting to buy, now's your chance.

* I hold ungeared positions.

 

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