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Podcast: WorldWide Markets with Simon Brown
Episode: Presidential markets (#419)
Description: Simon Shares Day 188 of lockdown. August CPI 3.1%. Everybody now suddenly knows about the expanded unemployment rate? Capitec* (JSE code: CPI) results were as always solid. Hit hard by the pandemic, but resilient. Valuations are rich, as always. Alviva (JSE code: AVV). Remember old Pinnacle, once a darling and then hit by claims of dodge tenders. They bought Datacentrix changed their name to Alviva and issued decent results. Everybody asking me about Ascendis Health (JSE code: ASC). To me it is binary, either they sell Remedica for a good price and they can bumble along, or they...