Listen "Value on the JSE? We find the Cheapest Shares"
Episode Synopsis
๐๏ธ Worldwide Markets Ep. 651 โ "Value on the JSE? We Find the Cheapest Shares" (8 October 2025) ๐
Recorded Tuesday afternoon | Powered by Standard Bank & SHYFT ๐ก Episode Overview This week Simon Brown digs into value on the JSE โ where the cheapest shares might be hiding ๐. He also unpacks: The Purple Group* pullback ๐ฃ ETF returns so far in 2025 ๐ (spoiler: it's been a wild year!) Upcoming Standard Bank Power Hour: Investing Like Warren Buffett ๐ง ๐ฃ Purple Group: Pullback or Panic? After a huge rally to R2.74, Purple Group has pulled back โ but no need to panic. Likely to find support around R2.10, with upside targets around R3.50 ๐ช. Expecting strong trading updates by late October or early November. With markets, gold, crypto, and offshore assets all flying, Purple should benefit as trading volumes rise. ๐ 2025 ETF Returns โ A Booming Year Simon's recent ETF analysis shows a banner year for SA ETFs (excluding dividends): ๐ Top Performers: Satrix RESI* +118% ๐ชจ Satrix Shariah +69% ๐ (thanks to heavy gold exposure) 10X Top 20, Rafi 40*, Gold ETFs, SWIX, and EasyETFs Global Equity (Active) all strong ๐ ๐ Laggards: Signia Health Innovation โ9.2% ๐งฌ India ETF โ8.7% ๐ฎ๐ณ Global Bonds & Healthcare ETFs slightly negative ๐ช Overall takeaway: 2025 is a golden year โ literally and figuratively. ๐ธ Value Hunt: The Cheapest Shares on the JSE Simon's criteria for spotting value gems ๐: PE ratio: 0โ10 (profitable companies only) Dividend yield: >0.01% (sign of free cash flow) Price-to-book:
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