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Podcast: WorldWide Markets with Simon Brown
Episode: JSEDirect 187: Jean Pierre Verster on China and resource woes and more on Sygnia
Description: Simon Shares
Capitec (CPI)* results, as a shareholder I liked them a lot, HEPS +25% on PE os 21x. Loan duration and size down that shows their ability to turn the taps on / off at will. Cost to income edges another 1% higher while they continue to grow clients and deposits.
Tigerbrands (TBS) CEO steps down. Has not been a happy period for him; Nigeria, Kenya, losing market share at home.
Glencore (GLN) Goldman Sachs and Investec both issued reports that their debt levels are too high and shareholder equity could erode down to nothing. Right now being a mining...