🎙️ Worldwide Markets Ep. 651 — “Value on the JSE? We Find the Cheapest Shares” (8 October 2025)

📅 Recorded Tuesday afternoon | Powered by Standard Bank & SHYFT

💡 Episode Overview

This week Simon Brown digs into value on the JSE — where the cheapest shares might be hiding 👀. He also unpacks:

• The Purple Group* pullback 🟣
• ETF returns so far in 2025 📈 (spoiler: it’s been a wild year!)
• Upcoming Standard Bank Power Hour: Investing Like Warren Buffett 🧠

🟣 Purple Group: Pullback or Panic?

• After a huge rally to R2.74, Purple Group has pulled back — but no need to panic.
• Likely to find support around R2.10, with upside targets around R3.50 💪.
• Expecting strong trading updates by late October or early November.
• With markets, gold, crypto, and offshore assets all flying, Purple should benefit as trading volumes rise.

📊 2025 ETF Returns — A Booming Year

Simon’s recent ETF analysis shows a banner year for SA ETFs (excluding dividends): 🏆 Top Performers:

• Satrix RESI* +118% 🪨
• Satrix Shariah +69% 🌙 (thanks to heavy gold exposure)
• 10X Top 20, Rafi 40*, Gold ETFs, SWIX, and EasyETFs Global Equity (Active) all strong 📈

📉 Laggards:

• Signia Health Innovation −9.2% 🧬
• India ETF −8.7% 🇮🇳
• Global Bonds & Healthcare ETFs slightly negative

🪙 Overall takeaway: 2025 is a golden year — literally and figuratively.

💸 Value Hunt: The Cheapest Shares on the JSE

Simon’s criteria for spotting value gems 💎:

• PE ratio: 0–10 (profitable companies only)
• Dividend yield: >0.01% (sign of free cash flow)
• Price-to-book: