Jsedirect With Simon Brown

Simon Shares Day 153 of lockdown and Covid-19. Pro-active passive management Investec USD SP500 Autocall Upcoming events; 03 September ~ JSE Power Hour: Under the hood of a passive robo advisor Subscribe to our feed here Sign up for email alerts as a new show goes live Master Drilling (JSE code: MDI), strong and monster cash generation which shows the cash output when they're not spending on new rigs. Absa (JSE code: ABG) profits disappeared and bad debts hit 2.77%, but they say they expect bad debt levels to improve in the second half. Itatile (JSE code: ITE) everything down around 20% and they're still spending on capex at R600million a year. Adcock Ingram (JSE code: AIP), very solid. But does the lack of a flu season hurt thier over the counter drugs? Bidcorp (JSE code: BID) negative operational leverage (Revenue R121,1 billion, down 6,3%; Trading Profit R4,2 billion, down 37,6%; HEPS 741,3 cents, down 48,6%) Nedbank (JSE code: NED) HEPS down 69.2% and bad debts at 1.9%. Forecasting in the cur