Dual Listings and Delistings: Why SA Companies Pack for London
Dual listings and delistings explained: why JSE companies list in London, New York or Amsterdam, why others go…
All episodes
Every episode of both shows, newest first.
Rights Issues, Scrip Dividends and Share Buybacks Explained
Rights issues, scrip dividends and share buybacks explained for JSE investors: dilution, shares instead of cash…
Hyprop (JSE: HYP) Pulls the Plug on MAS Over DJV Secrecy
Hyprop (JSE: HYP) bid R24 a share for MAS, then walked away when MAS wouldn't show it the DJV agreements. What…
Why ETFs and REITs Trade Below NAV: Tracking Error Explained
Why ETFs and REITs trade at a discount or premium to NAV, what tracking error and tracking difference mean, and why…
EV, EV/EBITDA and Price-to-Book Explained for JSE Investors
EV, EV/EBITDA and price-to-book explained: what enterprise value includes, how to compare companies with different…
Stefanutti Stocks (JSE: SSK): The R1.3bn Liquidity Gap
Stefanutti Stocks (JSE: SSK) sold its Mozambique and Mauritius units while current liabilities exceeded current assets…
Gearing Ratio, Current Ratio and Working Capital Explained
Gearing ratio, current ratio and working capital explained for JSE investors: how to spot too much debt, short-term…
Dividend Cover, Forward Yield and Special Dividends Explained
Dividend cover, forward yield and special dividends explained: how safe a JSE payout is, why forward yields are…
HEPS vs Core Earnings: Impairments Explained for JSE Investors
HEPS vs core earnings explained: what headline earnings strip out, why JSE companies must report it, how impairments…
Rebalancing, Asset Allocation & Diversification Explained
Rebalancing, asset allocation and diversification explained for SA investors: why your mix matters more than stock…
Bonds & REITs Explained: How They Fit in a JSE Portfolio
Bonds and REITs explained for SA investors: how they pay income, why rates move their prices, how they're taxed and…
Defensive vs Cyclical Stocks: When to Hold, When to Panic
Defensive vs cyclical stocks explained for JSE investors: which shares bend in a recession, which break, what Covid…
The JSE stories worth knowing about, explained like a mate would at the braai. No hot tips, no spam.