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Capitec, great results. Very expensive stock. Sasol just a horror. (#584)
Manage episode 414316884 series 17433
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Capitec Results:- Simon analyzes Capitec's recent financial results, highlighting strong metrics such as return on equity, active clients, and app usage.
- However, he notes concerns about the bank's expensive valuation compared to its competitors.
Simon discusses the South African Reserve Bank's recent review, indicating a reluctance for rate cuts in the near future due to inflationary pressures and economic uncertainties.
Key takeaway from the bi-annual Monetary Policy Review of the @SAReserveBank:
Don’t bet on a domestic interest rate cut this year. https://t.co/mhRS5vKIFQ pic.twitter.com/sc5p9GPcf5
— Adrian Saville (@AdrianSaville) April 24, 2024
Sasol Woes:
- Simon discusses Sasol's poor performance following a production update, expressing skepticism about its future prospects despite its low stock price.
Other Market Updates:
Simon touches on Tencent's positive performance, gold and oil price movements, and the potential impact on global markets
527 tập
Manage episode 414316884 series 17433
ff
Capitec Results:- Simon analyzes Capitec's recent financial results, highlighting strong metrics such as return on equity, active clients, and app usage.
- However, he notes concerns about the bank's expensive valuation compared to its competitors.
Simon discusses the South African Reserve Bank's recent review, indicating a reluctance for rate cuts in the near future due to inflationary pressures and economic uncertainties.
Key takeaway from the bi-annual Monetary Policy Review of the @SAReserveBank:
Don’t bet on a domestic interest rate cut this year. https://t.co/mhRS5vKIFQ pic.twitter.com/sc5p9GPcf5
— Adrian Saville (@AdrianSaville) April 24, 2024
Sasol Woes:
- Simon discusses Sasol's poor performance following a production update, expressing skepticism about its future prospects despite its low stock price.
Other Market Updates:
Simon touches on Tencent's positive performance, gold and oil price movements, and the potential impact on global markets
527 tập
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