JustOneLap

Every Monday morning bright and early we send out a newsletter full of goodness and thoughts .. Subscribe below. just-one-lap-newsletter.beeh…

The RSA Retail Savings Bond rates for November have been published and the three fixed term rates are all unchanged with a chunky 9% for the 5-year. justonelap.com/earn-11-with-…

Passive ETF listings have fallen as @SATRIX_SA cleans house after the Absa acquisition, merging funds and closing a few of its own. Still the biggest issuer by a long way. We dig into the @ETFSA quarterly data justonelap.com/etf-markets-k…

WorldWide Markets this week with @SimonPB Sasol R300: oil windfall, debt & the dividend return 🇧🇷 Chart of the week: a US-dollar Brazil ETF drops 19.8% ⛽ Sasol’s round trip: from R250 to R50 and back to R300 🛢️ Why Brent is $115 when flows are back to pre-war levels 🇨🇳 China’s destocking and EV shift: reasons oil isn’t higher 🎲 3 scenarios: grinding normalisation, escalation & fast peace 🧮 Sasol’s sensitivities, HEPS scenarios and the dividend maths 🎯 Analyst targets & verdict: hold R290, buy R210–R230 🎙️ 700 episodes: Classic FM in ’08 to the podcast today Sponsored @ShyftGlobal @SBGTraderZA justonelap.com/sasol-at-r300…

The local ETF market keeps growing assets and funds Active ETFs grab the listing headlines, but passive still holds 77% of assets while being just over a quarter of the funds. Plenty of listings, not much money behind some. justonelap.com/etf-markets-k…

Sasol at R300 on Friday, it was a little over R50 last April. We know what happened, Brent is $115 after the attack on Iran. @SimonPB looks into the numbers, can oil stay higher, where next for Sasol and what about the dividend? WorldWide Markets this week sponsored @shyft_global@ShyftGlobal @ShyftGlobal @SBGTraderZA justonelap.com/sasol-at-r300…

WorldWide Markets this week Sasol closed R300.56 last Friday with oil +$115. Big questions are; ° What's holding up oil and does it remain higher for longer? ° Sasol valuation, is R300 a fair price or not? ° When does the dividend return? Hosted @SimonPB sponsored @SBGTraderZA @ShyftGlobal justonelap.com/sasol-at-r300…

It's Monday so our newsletter has been wining its way into your inboxes .. Missed it? You'll find it online. ° Active income ETFs for the win ° A good budget in tough times ° Can Boxer be Shoprite? just-one-lap-newsletter.beeh…

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…

We've update our ETF Database with end of September MMDs from @SATRIX_SA @sygnia and Easy ETFs from @PurpleGroupPPE justonelap.com/etfdatabase/

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…

We've update our ETF Database with end of September MMDs from @SATRIX_SA @sygnia and Easy ETFs from @PurpleGroupPPE justonelap.com/etfdatabase/

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…

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…

We have updated our ETF Database with the @10Xinvestments ETFs from the 30 September fact sheets. Find them all justonelap.com/wp-content/up…

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…

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…

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…