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100 Days of no load shedding, which stocks benefit the most? (#594)
MP3•Episod hem
Manage episode 426985381 series 17433
Innehåll tillhandahållet av JustOneLap.com. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av JustOneLap.com eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
Load Shedding Update
…
continue reading
- Milestone: 100 days of no load shedding by Friday.
- Factors: New capacity online, Kusile unit 5 (800 MW), upcoming additions from Medupi and Koeberg.
Impact:
- Reduced GDP loss (previously 1.8% of GDP due to load shedding).
- Positive effect on inflation and economic stability.
Winners:
- Retailers: Shoprite*, Pick n Pay, Spar (less expenditure on diesel).
- Manufacturers: Invicta, Hudaco (benefit from increased customer stability).
- Real Estate: REITs with shopping centers, reduced generator use.
- Jerome Powell's Speech: Potential for a single rate cut in November.
- Impact on Markets: Minimal immediate impact, with expectations already priced in.
- Local MPC Meetings: Predictions for rate changes on 19 September and 21 November.
- Mr Price*: Ex-dividend yet the stock price increased, indicating strong sector performance.
- Market Share: Decline in second-quarter sales but maintains a significant market share (~50%).
Challenges:
- Increased competition from other EV manufacturers.
- Need for cheaper models.
- Significant share dilution over the years.
- Stock Performance: Historical highs and current rebound to 231.
- Future Prospects: Continued relevance in the EV market despite competition.
[caption id="attachment_42560" align="aligncenter" width="849"] Tesla weekly chart | 02 July 2024[/caption]
SARS Tax-Free Changes RSA Retail Savings Bonds- Rate Change: Significant drop in 5-year bond rate from 11.5% to 10.5%.
- Action Required: Reset by the 20th for current holders. The form is here.
528 episoder
MP3•Episod hem
Manage episode 426985381 series 17433
Innehåll tillhandahållet av JustOneLap.com. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av JustOneLap.com eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
Load Shedding Update
…
continue reading
- Milestone: 100 days of no load shedding by Friday.
- Factors: New capacity online, Kusile unit 5 (800 MW), upcoming additions from Medupi and Koeberg.
Impact:
- Reduced GDP loss (previously 1.8% of GDP due to load shedding).
- Positive effect on inflation and economic stability.
Winners:
- Retailers: Shoprite*, Pick n Pay, Spar (less expenditure on diesel).
- Manufacturers: Invicta, Hudaco (benefit from increased customer stability).
- Real Estate: REITs with shopping centers, reduced generator use.
- Jerome Powell's Speech: Potential for a single rate cut in November.
- Impact on Markets: Minimal immediate impact, with expectations already priced in.
- Local MPC Meetings: Predictions for rate changes on 19 September and 21 November.
- Mr Price*: Ex-dividend yet the stock price increased, indicating strong sector performance.
- Market Share: Decline in second-quarter sales but maintains a significant market share (~50%).
Challenges:
- Increased competition from other EV manufacturers.
- Need for cheaper models.
- Significant share dilution over the years.
- Stock Performance: Historical highs and current rebound to 231.
- Future Prospects: Continued relevance in the EV market despite competition.
[caption id="attachment_42560" align="aligncenter" width="849"] Tesla weekly chart | 02 July 2024[/caption]
SARS Tax-Free Changes RSA Retail Savings Bonds- Rate Change: Significant drop in 5-year bond rate from 11.5% to 10.5%.
- Action Required: Reset by the 20th for current holders. The form is here.
528 episoder
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