Jsedirect With Simon Brown

Another +R50bn trade surplus (#452)

Informações:

Synopsis

Simon Shares Level 4 lockdown. Remember the podcast of last week when I delved into the various leisure socks. Argent (JSE code: ART) results. Long a stock not worth covering or owning, but they've changed things up the last few years. Invicta (JSE code: IVT) another successful turnaround and really good results. JSE (JSE code: JSE) trading update, no surprise earnings under pressure. Nike (NYSE code: NKE) results absolutely crushed it last week. Revenue +96%. Anchor Capital published a note showing that the US had increased the number of US$ in circulation (M3) has gone up 33% over the course of the pandemic. Absa’s Q2 2021 manufacturing survey shows very positive manufacturer confidence. EOH (JSE code: EOH) new board suing founder Asher Bohbot for R1.6billion. A US judge kicks out the Federal Trade Commission's (FTC) antitrust case against Facebook. It was requesting that Facebook sell their Whatsapp and Instagram businesses. They can bring the case back again, but the bigger issue is antitrust cases again