JC Louw @jc_louw Twitter profile

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JC Louw

@jc_louw

2 years

As usual, @zapiro captures a situation, in a cartoon, that requires no further explanation...

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JC Louw

@jc_louw

28 days

Rough translation: "NO MAN, you are making us look bad...if you work, we all need to work..." Not so fast, Ntshavheni warns new ministers eager to push ahead with department plans

Not so fast, Ntshavheni warns GNU ministers eager to push priorities

Addressing the media a day after the swearing-in of the government of national unity executive, Minister in the Presidency Khumbudzo Ntshavheni stressed the collective nature of the undertaking – and...

www.dailymaverick.co.za

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JC Louw

@jc_louw

2 years

Nice! Love living in #CapeTown *CAPE TOWN TO BUY POWER FROM COMMERCIAL PRODUCERS, MAYOR SAYS @CityofCT @geordinhl #Loadshedding

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JC Louw

@jc_louw

2 years

Cape Town doing its thing, love your work! @CityofCT @geordinhl #Loadshedding

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JC Louw

@jc_louw

2 months

* #CSIR : SA MODEL BASED ON EXTRAPOLATION OF EARLY TALLIES SOUTH AFRICA MODEL PROJECTS * #ANC MAY WIN 41.5% OF VOTE * #DA WINNING 22.3% OF VOTE * #MK PARTY WINNING 12.8% OF VOTE * #EFF WINNING 9% OF VOTE *SOUTH AFRICA CSIR MODEL HAS 2% MARGIN OF ERROR (Bloomberg)

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JC Louw

@jc_louw

3 years

*SOUTH AFRICA'S DEBT POSITION UNSUSTAINABLE: NATIONAL TREASURY

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JC Louw

@jc_louw

2 years

I feel for any SA business/restaurants out there. Imagine planning your staff, shifts, hours, cold stock or whatever, FOR THE DAY using the available schedule (already daily not weekly), only to potentially receive 12min heads-up before all falls down? #Loadshedding #EskomCrisis

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JC Louw

@jc_louw

4 years

* #PFIZER HAS OFFERED SOUTH AFRICA DISCOUNTED COVID-19 VACCINES "Pfizer Inc. and BioNTech SE offered to supply South Africa with their Covid-19 vaccine at a discounted $10 a dose, yet the president’s office still described the cost as prohibitive..." (Bloomberg)

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JC Louw

@jc_louw

1 month

SA inc 🇿🇦 is Flying Today! Graphs: 1) SA JSE All Share RELATIVE vs MSCI Emerging Markets Index (in USD) 2) SA Bonds (RED is good in Fixed Yield Instruments) 3) SA JSE Sectors (Showing Financials and Props out performing) Data: BLOOMBERG

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JC Louw

@jc_louw

1 year

*SOUTH AFRICAN REGULATOR CANCELS ZAR X'S EXCHANGE LICENSE WITH IMMEDIATE EFFECT Reason given: - NON-COMPLIANCE WITH LIQUIDITY AND CAPITAL ADEQUACY REQUIREMENTS OF AN EXCHANGE (Bloomberg)

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JC Louw

@jc_louw

5 months

😳 *S. AFRICA'S $122B STATE PENSION FUND OFFLINE AFTER HACK ATTEMPT

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JC Louw

@jc_louw

2 years

South African Central Bank Announces New Interest-Rate Index Welcome Zaronia - Out with the old ( #JIBAR ), in with the new ( #ZARONIA )

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JC Louw

@jc_louw

10 months

South Africa gives go-ahead for TotalEnergies' planned oil and gas drilling

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JC Louw

@jc_louw

2 years

BREAKING: *SOUTH AFRICAN RULING PARTY WANTS TO CHANGE CENTRAL BANK MANDATE (BLOOMBERG)

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JC Louw

@jc_louw

2 years

Deutsche Bank Economists Lifts SA 2022 GDP Growth Estimate to 2.4% (previously saw 1.7%)

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JC Louw

@jc_louw

4 months

#ZAR moving HARD! *S. AFRICA RAND DECLINES AFTER POLL SHOWS ANC SUPPORT DROPPING *SOUTH AFRICA'S ZUMA-BACKED MKP SUPPORT SEEN AT 13%: SRF POLL *S. AFRICA'S ANC SUPPORT SEEN AT 37% BEFORE MAY VOTE: SRF POLL (Bloomberg)

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JC Louw

@jc_louw

5 years

#ESKOM Announcement: *SOUTH AFRICAN POWER UTILITY TO CUT 2,000MW FROM GRID 9AM-11PM *ESKOM TO IMPLEMENT STAGE 2 #LOADSHEDDING FROM 9AM TO 11PM (Bloomberg)

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JC Louw

@jc_louw

23 days

Hey hey...whats this?!? I know it's a small drop in a big negative YTD bucket, but lets take the win! Foreign Investors Net Buyers of South African Shares BLOOMBERG

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JC Louw

@jc_louw

1 year

BLOOMBERG TV Interview with Investec Bank CEO, Richard Wainwright re #Eskom *SA POWER CUTS EXPECTED TO INTENSIFY *SA MACRO ENVIRONMENT EXPECTED TO BE DIFFICULT *SA NEEDS TO ACCELERATE ESKOM RESTRUCTURE *GOVT HAS BEEN SLOW ON REFORMS *SA HAS MOST POLITICAL UNCERTAINTY SINCE 1994

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JC Louw

@jc_louw

3 years

Minister Pravin Gordhan - #Eskom *ESKOM'S DEBT REDUCED BY R83B IN 20/21 YEAR TO R401B (R484B) *LEGAL SEPARATION OF ESKOM'S TRANSMISSION UNIT DUE END-21 & OTHER TWO UNITS SEEN BY END-22 *POWER CONSTRAINTS TO BE EASED BY KOEBERG UNIT RETURN *FIXING LATENT DEFECTS AT MEDUPI, KUSILE

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JC Louw

@jc_louw

3 months

I have heard people from Pretoria complain about things like the rising price of the Brandy Special at their local pub BUT let me tell you, you my NEVER complain about your weather!

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JC Louw

@jc_louw

5 years

BREAKING - SA Mobile Data UPDATE: *SA REGULATOR FINDS DATA PRICES HIGH, ESP. MOBILE PREPAID *FINDS PRICES COMPARE POORLY VS SADC *MAKES PROV RECOM ON PRICING *RECOMMENDS IMMEDIATE RELIEF ON DATA PRICING *FINDS MTN, VODACOM CHARGE LESS IN OTHER COUNTRIES Watch out #MTN & #VOD !

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JC Louw

@jc_louw

2 years

*WOOLWORTHS TALKING TO BANKS ON DAVID JONES SALE: AUSTRALIAN (Bloomberg, #WHL #Woolworths #DavidJones )

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JC Louw

@jc_louw

3 months

Election Guess Update: South Africa’s ANC Support Slips Before Vote; EFF Backing Slumps: IPSOS #IPSOS POLL SEES: *ANC SUPPORT AT 40.2% *DA SUPPORT SEEN AT 21.9% *EFF SUPPORT AT 11.5% *MK PARTY SUPPORT SEEN AT 8.4% (Bloomberg)

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JC Louw

@jc_louw

3 years

* #SIBANYE CEO SEES SHORTAGE OF GREEN-ENERGY METALS *SIBANYE CEO SEES #PLATINUM RISING ON SWITCH FROM #PALLADIUM *SIBANYE CEO SEES PLATINUM RISING EVENTUALLY TO $2,000/OZ

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JC Louw

@jc_louw

4 years

BREAKING: * #SOUTHAFRICANAIRWAYS DENIED FURTHER FUNDING BY GOVERNMENT * #SAA ADMINISTRATORS SAYS THEY WERE NOTIFIED BY GOVERNMENT *SAA ADMINISTRATORS TOLD TO CONSIDER OPTIONS WITHIN RESOURCES (Bloomberg)

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JC Louw

@jc_louw

2 months

*SOUTH AFRICA MODEL PROJECTS ANC MAY WIN 41.5% OF VOTE (Bloomberg)

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JC Louw

@jc_louw

5 years

Following this mornings Foreign Net Purchases/Sales data release, I did a quick CUMULATIVE chart of the "Combined Net Foreign Flows" of the SA Equities and Bonds in R'm. The Chart speaks for itself...staggering outflows. More on this, in tomorrow morning's EASY INVESTING mailer.

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JC Louw

@jc_louw

3 years

*UK SANCTIONS AJAY, ATUL, RAJESH GUPTA FOR SERIOUS CORRUPTION *UK FOREIGN SECRETARY DOMINIC RAAB MAKES SANCTIONS STATEMENT *RAAB SAYS MORE SANCTIONS TO FOLLOW ON INDIVIDUALS I'm recon SA will eventually get to some action, we live in hope I guess... #Zondo #Zupta #Zuma

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JC Louw

@jc_louw

3 years

Another beauty by @zapiro & @dailymaverick

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JC Louw

@jc_louw

1 month

@MarcoOlevano SA Bond Yields are doing the same, VERY Strong day (Reminder to Public: Lower Yields = better)

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JC Louw

@jc_louw

3 years

*SA PORTS OPERATOR DECLARES FORCE MAJEURE ON CYBER ATTACK (Bloomberg)

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JC Louw

@jc_louw

1 year

If you squint your eyes and focus real hard, you should be able to eventually see Russia in this graph...

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JC Louw

@jc_louw

2 years

*SOUTH AFRICAN REGULATOR APPROVES 16 PRIVATE POWER APPLICATIONS

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JC Louw

@jc_louw

8 months

SA holds so much potential, yet we struggle to fully harness it. If SA was a Company, with shareholders, the management would have been REPLACED years ago. YOU are the country's "shareholders", the ANC is merely your current "management", remember this next time you vote!

🆂🆃🅰🆃🆂 & 🅵🅰🅲🆃🆂

@stats_fact

8 months

SA GDP contracted 0.7% annualized in 3rd quarter of 2022. It remains a perennial global post-covid UNDERPERFORMER compared to EVERY country grouping IMAGINABLE, but most notably her peers in BRICS and Emerging Markets (EM) in particular, barely posting growth since before Covid.

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JC Louw

@jc_louw

1 year

Whoop there it is... *RMB SEES SOUTH AFRICAN #RECESSION IN 2023 *RMB SEES SA GDP CONTRACTING 0.8% IN 2023; SAW 0.3% GROWTH

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JC Louw

@jc_louw

5 months

Sanlam Throws Its Weight Behind South African Health Proposal Meanwhile: 1) "it’s irrational in its current form" Adrian Gore (Discovery) 2) "not just unconstitutional, but unaffordable and unimplementable" Mike Brown (Nedbank) #NHI #Gaanngrootfokkopwees

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JC Louw

@jc_louw

3 months

Bloomberg added a dedicated South African Elections 2024 page. Below is a chart showing the @MYANC support during the past SA Elections; versus the 3 latest #Ipsos Polls. We are heading into a what promise to be a very interesting Election! #SAelections24 #ANC 🗳️

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JC Louw

@jc_louw

2 years

*SA'S JSE DISQUALIFIES JOOSTE FROM DIRECTORSHIP FOR 20 YRS (Bloomberg)

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JC Louw

@jc_louw

7 months

South Africa’s Godongwana Warns of Difficult Budget Next Month "South Africa’s finance minister warned that next month’s budget will be a “difficult one” as the nation’s ability to service its growing debt remains a challenge." BLOOMBERG

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JC Louw

@jc_louw

1 year

Oo no! #ZAR This is NOT GOOD! *RAND WEAKENS AFTER US SAYS SOUTH AFRICA SUPPLIED ARMS TO RUSSIA *US AMBASSADOR SAYS SOUTH AFRICA GAVE WEAPONS TO RUSSIA (NEWS24/BLOOMBERG)

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JC Louw

@jc_louw

10 months

*ANGLO AMERICAN BEGINS GLOBAL HEAD OFFICE JOB CUTS IN S. AFRICA *ANGLO AMERICAN CONFIRMS NOTICES SENT OUT IN SOUTH AFRICA *LABOR UNION NUM SAYS NEGOTIATIONS WITH 181 CORPORATE WORKERS STARTS (Bloomberg)

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JC Louw

@jc_louw

3 years

*SOUTH AFRICA EXTENDS NATIONAL STATE OF DISASTER TO NOV. 15 (Bloomberg) Note, no YEAR provided... 😀

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JC Louw

@jc_louw

6 months

Just FYI...😀 IMF 2024 GDP Forecast for: Russia +2.6% Ukraine +3.2% Israel +3.0% SOUTH AFRICA +1.0% (you know, countries at war, with possible sanctions, energy, transport and infrastructure disruption...) Source: IMF Website

Marco Olevano, CFA

@MarcoOlevano

6 months

Interesting headline on the FT

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JC Louw

@jc_louw

10 months

*SOUTH AFRICA CENSUS SHOWS POPULATION GREW 20% OVER PAST 11 YRS *SOUTH AFRICAN 2022 CENSUS SHOWS POPULATION AT 62 MILLION (Bloomberg) #Census2022

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JC Louw

@jc_louw

1 year

SA Rand is getting hammered (see 3-day move) as well as our Bond Yields (R2040 5-Day move)... SA general sentiment is bad.

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JC Louw

@jc_louw

2 years

*SA'S RICHARDS BAY COAL TERMINAL'S EXPORTS DROP 14.2% Y/Y *RICHARDS BAY COAL TERMINAL 2022 EXPORTS LOWEST SINCE 1993: CEO Alan Waller *SA'S RICHARDS BAY COAL TERMINAL EXPORTED 50.35 MT IN '22 (Bloomberg)

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JC Louw

@jc_louw

8 months

Wild day on the JSE today...

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JC Louw

@jc_louw

2 years

#ZONDO NEWS: (Bloomberg News) *EVIDENCE PROVES #GUPTA SCHEME TO CAPTURE #ESKOM * #ZUMA WAS CENTRAL TO GUPTA CAPTURE OF ESKOM *PROBE FINDS ZUMA WOULD DO WHATEVER GUPTAS WANTED *SAYS GUPTAS HAD KEY ESKOM OFFICIALS REMOVED *RECOMMENDS CRIMINAL PROSECUTION OF TONY GUPTA 1/n

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JC Louw

@jc_louw

4 years

Anyone care to bet against "Mr. Fix-It"..? 😉 *SIBANYE CEO WANTS TO DOUBLE SIZE OF COMPANY BEFORE RETIRING * #SIBANYE CEO NEAL #FRONEMAN CONSIDERS RETIRING IN 2-3 YEARS (Bloomberg)

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JC Louw

@jc_louw

3 years

*SOUTH AFRICA'S RAMAPHOSA ALLOWS RELEASE OF SIU'S DIGITAL VIBES REPORT *SOUTH AFRICA PROBE FINDS HEALTH MINISTRY TENDER FRAUDULENT *SOUTH AFRICA PROBE FINDS 150M RAND IRREGULAR TENDER SPENDING

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JC Louw

@jc_louw

6 months

NET Transactions in JSE Equities by Foreigners, YTD to 26 Jan 24 already close to -R10bn, following the horror that was 2023 (ito flows) SA Inc's valuation is cheap, but how does the saying go about the valuable House in a "dodgy neighbourhood"? Foreigners just aren't buying...

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JC Louw

@jc_louw

7 months

Why is #SASOL down -7.25% you ask? Slowly, but surely the entire market is figuring out this blerrie company is a dog 🐕 JPM Downgraded its #SOL Price Target.

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JC Louw

@jc_louw

3 years

*FITCH SEES SOUTH AFRICA PUBLIC-SECTOR WAGE FREEZE AS UNLIKELY *SA'S TREND GDP GROWTH LIKELY TO REMAIN BELOW 2%: FITCH (Bloomberg)

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JC Louw

@jc_louw

3 years

Tonight’s weapon of choice: @uvamiravineyard Merlot next to the fire...great combo for a cold & wet CPT evening! 🍷 @WinesILike

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JC Louw

@jc_louw

3 years

#Sibanye Stillwater ADRs Rated Buy at Deutsche Bank; Initiate Coverage with Price Target (PT) $19 Current $14.63 Upside to PT = 30%

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JC Louw

@jc_louw

2 years

Not really the Xmas gift we want...🕯️ * #ESKOM AUDITORS: MATERIAL UNCERTAINTY ABOUT GOING-CONCERN STATUS

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JC Louw

@jc_louw

1 month

SA Rand #ZAR 2-day Tick graph...what news are these guys trading on? Deserves to be called the Rattler

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JC Louw

@jc_louw

4 years

*S. AFRICA COURT REFUSES BID TO DELAY TOBACCO HEARING, BD SAYS (probably the first "loss" of many due to thumb-suck rules...I'm not a smoker, but would love to see the facts used in their reasoning; or the rule overturned) [Bloomberg / BusinessDay]

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JC Louw

@jc_louw

3 years

*SOUTH AFRICA SELLS 51% STAKE IN STATE AIRLINE #SAA TO #GLOBALAIRWAYS & #HARITH * #SOUTHAFRICANAIRWAYS TO BE LISTED AT A FUTURE DATE *SOUTH AFRICAN AIRWAYS MAJORITY STAKE SOLD TO LOCAL INVESTORS *SOUTH AFRICAN GOVERNMENT TO RETAIN MINORITY STAKE IN AIRLINE (Bloomberg)

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JC Louw

@jc_louw

5 years

The power of a Tweet...🤦🏻‍♂️ Glad we are all professionals, study for years, plan “18-months ahead” for an optimised portfolio, only to live on a popcorn diet as a spectator. Inserts: Tweet, S&P500, Commodities, USDZAR #TrumpTweets

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JC Louw

@jc_louw

2 years

South African Government announces fuel-price relief measures. SUMMARY: - Temp reduce Gen Fuel Levy by R1.50 - Wed 6 April to Tue 31 May 2022 - Cost / Lost Tax Revenues: ~R6bn (for the period) - Cost to be recovered selling Strategic Crude Oil Reserves

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JC Louw

@jc_louw

3 years

*SOUTH AFRICAN UNION REJECTS #ESKOM 1.5% WAGE-INCREASE OFFER “It is an insult to our members,” National Union of Mineworkers spokesman: Livhuwani Mammburu In the Real World people are fighting to get or keep their jobs, at Eskom an increase in "an insult"...🤦‍♂️

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JC Louw

@jc_louw

4 months

* #ANC at 37% and #MKP at 13% * 😳 Article below

Johann Biermann 🇿🇦

@JohannBiermann1

4 months

ANC at 37%! Jiissssssieeeeeeee

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JC Louw

@jc_louw

4 years

ALERT: * #SASOL IS SAID TO LAUNCH STAKE SALE IN $13B LAKE CHARLES SITE ( #LCCP ) *SASOL HIRES BOFA TO SELL MINORITY STAKE IN U.S. CHEMICAL SITE *SASOL MOVE WOULD RAISE CASH TO PAY DOWN DEBT AMID OIL ROUT (Bloomberg)

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JC Louw

@jc_louw

3 years

* #EXXARO CEO'S ASSOCIATE BUYS R49.97M OF SHARES (SENS/Bloomberg) Should probably pay attention to Insider Purchases in this size...( @tradinglikeafox I know you like this one)

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JC Louw

@jc_louw

3 years

#Sibanye Says #AngloGold , #GoldFields Fit Acquisition Strategy...

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JC Louw

@jc_louw

5 years

PROSUS / NASPERS Unbundling "QuickCalc" Update: And the results are in, I guess it was better to take the newly listed #PROSUS (+17.8%) and not more #NASPERS (-1.8%). As a Combo (Original Naspers Shareholders) you would still have under performed the ALSI by nearly -2%.

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JC Louw

@jc_louw

4 years

* #STEINHOFF EX-CEO JOOSTE FINDED BY REGULATOR FOR INSIDER TRADING *SA'S #FSCA FINES STEINHOFF EX-CE0 JOOSTE R162MILLION

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JC Louw

@jc_louw

2 years

2/ The SA Rand ( #ZAR ) loves the idea...

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JC Louw

@jc_louw

2 years

*JOHANNESBURG NEEDS 26B RAND TO STABLIZE POWER SUPPLY: MAYOR

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JC Louw

@jc_louw

2 months

The Political Tango...💃🕺 *SA RAND ( #ZAR ) GAINS AS #RAMAPHOSA ALLIES SAID TO SEEK #DA PACT (Bloomberg) #ElectionResults #SAElections2024

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JC Louw

@jc_louw

1 year

SA PPI *SOUTH AFRICA JUNE PRODUCER PRICES RISE 4.8% Y/Y; EST. +5.8% (Bloomberg)

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JC Louw

@jc_louw

1 year

I’m all Financed out…lekker weekend y’all 🔥🍺

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JC Louw

@jc_louw

4 years

Not sure what I'm missing here...but for a longer term view for #Gold and/or #Platinum , especially considering where the #USDZAR is trading, how wrong can you go with #IMP , #SSW , #ANG & #GFI ...just take a look at their Bloomberg Fwd PE's.

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JC Louw

@jc_louw

1 year

*SA RESERVE BANK MAKES COMMITMENT AFTER #FATF DECISION *SOUTH AFRICA'S CENTRAL BANK VOWS TO FIGHT FINANCIAL CRIME *SA TO WORK WITH FAFT TO ADDRESS DEFICIENCIES IT FLAGGED (Bloomberg) #greylisting

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JC Louw

@jc_louw

3 years

#TENCENT Q1 2021 Results (Linked: #Naspers / #Prosus ) *TENCENT 1Q REV. 135.30B YUAN, EST. 133.75B YUAN *TENCENT 1Q NET INCOME 47.8B YUAN, EST. 34.40B YUAN *TENCENT WEIXIN AND WECHAT MAUS 1.24B, EST.1.24B *TENCENT 1Q ONLINE ADVERTISING REV. 21.8B YUAN, EST.21.51B YUAN (Bloomberg)

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JC Louw

@jc_louw

3 years

WOW, a full 1% move in the yield of the SA 10-year bond, in 30 days! (USDZAR moved from R14.90 to R15.55 for the same period)

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JC Louw

@jc_louw

3 years

#Discovery down 8% intra-day...so I had a look at the news headlines and time/instant (09:40) the sell-off started (yes results were earlier). Full Story at 09:51 (attached); plus Solidarity's response at 10:55 - *SOLIDARITY UNION SAYS DISCOVERY MANDATORY VACCINES ARE ILLEGAL

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JC Louw

@jc_louw

2 years

*SA PANEL RECOMMENDS REMOVING 100MW SELF-GENERATION CAP *SA PLANNING COMMISSION PROPOSES MEASURES FOR POWER CRISIS (Bloomberg) #Eskom #Loadsheding

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JC Louw

@jc_louw

3 years

* #MCKINSEY TO REPAY 870 MILLION RAND ($63M) TO SOUTH AFRICA'S #TRANSNET *MCKINSEY'S TRANSNET REPAYMENT RELATES TO PROJECT FEES

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JC Louw

@jc_louw

3 years

*SA MAKES ANNOUNCEMENT ON ANTIBODIES FROM NEW VARIANT *ANTIBODIES FROM VIRUS VARIANT PROTECT AGAINST PREVIOUS LINEAGES (Bloomberg) #Covid19SA

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JC Louw

@jc_louw

3 years

MOODY's Outlook for South Africa *MOODY'S `COULD DOWNGRADE' THE ALREADY NEGATIVE RATING IF SA GROWTH REMAINS VERY WEAK *MOODY'S SEES SA’S HIGH GOVERNMENT DEBT BURDEN RISING *SA OUTLOOK COULD MOVE TO STABLE IF FINANCES CONSOLIDATED

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JC Louw

@jc_louw

2 years

US Aug22 Inflation (CPI) Data came in at 8.3%, this is HIGHER than the 8.1% expected (8.5% previous) See Bloomberg data below:

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JC Louw

@jc_louw

3 years

YOH! *SOUTH AFRICA STATE INSURER SAYS RIOT DAMAGE AMOUNTS TO R30B #SASRIA (Bloomberg)

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JC Louw

@jc_louw

3 years

The Rand (ZAR) doing its thing! (SA Bonds in full beast mode as well)

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JC Louw

@jc_louw

2 years

*SA'S #TRANSNET LIFTS FORCE MAJEURE AT ALL PORT TERMINALS

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JC Louw

@jc_louw

1 year

Foreign Investors Net Sellers of South African Bonds Foreign Investors Net Sellers of South African Shares (JSE Data & Bloomberg)

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JC Louw

@jc_louw

3 years

WOW, Mr Price [MRP] SENS * 109 stores "entirely looted" - 7% of Group Stores (1,592 Total) * Further 539 stores (34%) closed Share Price +4.46% today (-5.89% yesterday) SENS here: #UnrestSA

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JC Louw

@jc_louw

4 years

*BREAKING* *S.AFRICAN GOVT SAYS COURT DECLARES LOCKDOWN REGULATIONS INVALID *S.AFRICAN COURT SUSPENDS LOCKDOWN INVALIDITY FOR 14 DAYS: GOVT *S.AFRICAN GOVT: ALERT LEVEL 3 REGULATIONS STAY IN PLACE FOR NOW (Bloomberg/Phumla Williams)

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JC Louw

@jc_louw

5 months

Impala Cut to Neutral at Nedbank CIB; PT 80 rand 🤦‍♂️ A bit late, don't you think? Downgrade the target only after a -60% drop the past 12 months... OverWeight at 12532; and Neutral when at 6646, see Bloomberg track enclosed #Implats #ImpalaPlatinum

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JC Louw

@jc_louw

4 years

*RAMAPHOSA DENIES SOUTH AFRICA PLANNING STRICTER LOCKDOWN

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JC Louw

@jc_louw

10 months

JPMorgan Sees Value in Rand, Zloty, Forint After EM Selloff #ZAR #USDZAR

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JC Louw

@jc_louw

1 year

SA Platinum Shares taking a beating, looking at the Year To Date, % Total Returns (incl Platinum in ZAR & the JSE RESI Index) YTD Result: Resi Index -15.5% Platinum (ZAR) -6.2% #IMP -50.3% #AMS -47.7% #NPH -32.5% #SSW -30.5% [BLOOMBERG data] #Implats #Amplats #Northam #Sibanye

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JC Louw

@jc_louw

6 years

Slow growth and pressure on taxpayers...This article is causing a stir in the media, at least people are starting to pay attention. Great article by @dwaine_van & @SharenetSA . It will be discussed 07:07 this morning on @CapeTalk radio, have a listen!

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JC Louw

@jc_louw

5 months

The #JSE is becoming irrelevant. The entire JSE SWIX40 Market Cap [MC] is slightly smaller than #Adobe 's MC and just bigger than #Pepsi , placing it around position 33 in the S&P100... (ZAR used R19.25)

Schalk Louw | Mr Louwcal 🇿🇦

@SchalkLouw

5 months

Interestingly, the monthly trade turnover of the #JSE reached its lowest levels in USD in ten years last month (January 2024). Furthermore, one can observe that the 12-month average trend is still very much downward and extremely concerning.

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JC Louw

@jc_louw

3 years

*SOUTH AFRICA COURT FREEZES ZAR1.4B OF FORMER #ESKOM EXEC. ASSETS (Bloomberg)

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JC Louw

@jc_louw

10 months

Further details: #Census2022

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JC Louw

@jc_louw

3 years

Happy birthday to my little girl...and what better toy than this new WEAPON from @signalbikes ! Thank you @OliverMunnik for the great insight and assistance and #KnipeRacing in Durbanville for making it happen. Tomorrow we hit the trails at @BloemendalWines 💪🏼🚴🏼‍♀️

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JC Louw

@jc_louw

4 years

Had to wait till after 12:00 (apparently) before I could post this...(tasted the same before 12...😂) Great Shiraz by #Driehoek @WinesILike

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