talker, investor, trader, photographer, writer, chocolate eater, wine drinker I spend time on @JustOneLap @Moneyweb @FinancialMail @SBGTraderZA @ShyftGlobal
Johannesburg, South Africa
Joined September 2008
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- Following1.5K
- Followers47.1K
- Likes15.8K
Simon Brown retweeted
We've update our ETF Database with end of September MMDs from @SATRIX_SA @sygnia and Easy ETFs from @PurpleGroupPPE
justonelap.com/etfdatabase/
Simon Brown retweeted
By a mile the greatest sporting story of the week (that no one actually watched)
theguardian.com/sport/2026/o…
Simon Brown retweeted
Active ETFs on the JSE: What they are, what they cost and why is income the winner?
Fifty-two actively managed ETFs on the JSE holding only about 9% of ETF assets. Simon Brown unpacks what these funds really are (unit trusts in an exchange-traded wrapper), who is listing them, and what they cost.
The SPIVA data delivers the verdict: most active equity managers lag the index, but active income funds are the exception, and some now come at close to passive cost.
Our latest @SBGTraderZA Power Hour event with @SimonPB
justonelap.com/active-etfs-o…
Simon Brown retweeted
Our @SBGTraderZA Power Hour was last night with @SimonPB
He was looking into the surge of Actively Managed ETFs (AMETFs) coming onto the JSE.
The big question is if they're any good, and in one place they are - income.
justonelap.com/active-etfs-o…
Simon Brown retweeted
Boxer Earns More Per Rand. So Why Can’t It Catch Shoprite?
🇫🇷 French 10-year at 4.8%, back at early-2000s levels
🔁 How rising yields create a negative debt feedback loop
🛒 Boxer | Shoprite: size, margin, stores, valuation
🧮 Can Boxer catch Shoprite? The compounding maths says no
📦 Trade of the week: Amazon is all about robotics
Hosted @SimonPB sponsored @ShyftGlobal @SBGTraderZA
justonelap.com/boxer-earns-m…
Simon Brown retweeted
🎧 Sasol keeps the momentum going
° Kea Nonyana from PrimeXBT unpacks the latest business update from Sasol and Standard Bank’s limited trading update.
° Famous Brands CEO Darren Hele discusses tough trading conditions despite price decreases on some products.
°Plus, Hugh Hacking from Momentum Corporate weighs in on better-than-expected local inflation and the key details from the MTBPS.
moneyweb.co.za/moneyweb-podc…
Simon Brown retweeted
[PODCAST] Famous Brands’ revenue rose 2.3%, but earnings fell as consumers faced mounting cost pressures. CEO Darren Hele speaks to @SimonPB on #MoneywebNOW about demand, margins and competing for convenience-driven spending.
#Moneyweb #Podcast
Listen to the full episode here:
ow.ly/avKf50ZZZqA
Simon Brown retweeted
We have updated our ETF Database with the @10Xinvestments ETFs from the 30 September fact sheets.
Find them all justonelap.com/wp-content/up…
Simon Brown retweeted
Boxer Earns More Per Rand. So Why Can’t It Catch Shoprite?
🇫🇷 French 10-year at 4.8%, back at early-2000s levels
🔁 How rising yields create a negative debt feedback loop
🛒 Boxer | Shoprite: size, margin, stores, valuation
🧮 Can Boxer catch Shoprite? The compounding maths says no
📦 Trade of the week: Amazon is all about robotics
Hosted @SimonPB sponsored @ShyftGlobal @SBGTraderZA
justonelap.com/boxer-earns-m…
Simon Brown retweeted
A few thoughts on South Africa's MTBPS 2026...Thread where I will unpack the +'s and -'ves:
Growth downgrade is meaningful from 1.6% exp in Feb to 1.2%. Alot = global macro but not all. Also, LT 2% now expected by 2028 so the classic economist uplift is pushed out further.
Simon Brown retweeted
Standard Bank Power Hour: The actively managed ETF wave; what's new on the JSE and is it worth it?
Thursday 22nd at 5.30pm
In person or webcast with @SBGTraderZA
👉 justonelap.com/events/standa…
Simon Brown retweeted
#MiniBudget #MTBPS2026
Live and full coverage today on @Moneyweb
moneyweb.co.za/category/in-d…
@Treasury_RSA @EGodongwana @AshorSarupen
Simon Brown retweeted
"I’ve been looking at Chinese indices after a social media post pointed out that the Chinese CSI 300 index (CSI300) was at 12-month lows. At the same time, US indices were just off record highs.
The simple response is that China is cheap, and many people have been making that point for some time. For years, in many cases."
More by @SimonPB here: tinyurl.com/fsec3zvr
Simon Brown retweeted
This week in Worldwide Markets with @SimonPB sponsored @SBGTraderZA @ShyftGlobal
Boxer Earns More Per Rand. So Why Can’t It Catch Shoprite?
Simon went deep into Boxer vs. Shoprite and discovered some stats he did not expect to find.
justonelap.com/boxer-earns-m…
Simon Brown retweeted
Mapped: Youth Unemployment Rates Across Europe in 2026 💼
visualcapitalist.com/mapped-…
Simon Brown retweeted
The AI selloff looks more about how the build-out gets funded than about chip demand. Copper sits under every data centre and grid upgrade, however the build-out is funded.
Simon Brown retweeted
Updated the two @ETFSA actively managed ETFs in our database
justonelap.com/wp-content/up…
Simon Brown retweeted
Our weekly newsletter with @SimonPB hit all the inboxes this morning. If you missed it, you'll find it online.
° All the ETF dividends coming this week
° JSE investment challenge awards
° Naspers & Prosus: down 50% in a year; half price, or half the story?
just-one-lap-newsletter.beeh…
