to join the discussion
JSE up nearly 2% today but that Eskom news is proper concerning for the medium term. If IPP curtailment gets worse it hammers the whole energy ecosystem that flows through our market, and with JSE's revenue tied to trading volumes and listings, we could see pressure on both front
JSE sitting at R158.00 but earnings have been weak. Trading volumes down across the board, fewer listings coming through. Compare that to the big exchanges globally and we're just not getting the same clip. Long term the rand weakness could help but need to see more corporates wanting to list here first, eish.
Reading the latest SENS, volume's been thin but fundamentals holding up ok
do you think the jse can keep growing revenue when trading volumes keep dropping? r158 seems steep for an exchange that's basically a toll booth on a quieter and quieter highway. ngl the dividend's nice but where's the growth story
JSE sitting at R158.00 and honestly the dividend yield is still solid even with the recent move. guys forgetting that trading volumes picking up globally means more fees for the exchange, it's not rocket science. long term this is the play for SA exposure without the rand getting smashed every month.
JSE up 0.84% to R149.25, but trading at a noticeable discount to its historical average P/E while peers like Nasdaq have recovered stronger post-rate clarity. The dividend yield around 3.8% is keeping it afloat, though revenue growth in the equities segment remains the real test
jse trading like the springboks against france, all grunt no points
Good Morning Everyone. JSE sitting at R148.72, just below that R150 level. Revenue's been steady but trading volumes on the exchange haven't really picked up, institutional flows still quiet. Long term the dividend yield keeps people here but ngl short-term catalysts looking thin with rate cycle where it is.
JSE stuck below R150 because volumes have been weak, that's the real issue. ASX and LSE don't have this problem because they've got actual deal flow. Need to see trading activity pick up or the fee base keeps getting squeezed, simple as that.
JSE down 1.84% today but that Eskom settlement news is noise to the chart - I'm watching for a break above the 15650 resistance before considering any position, as the technical setup matters more than construction earnings.
JSE sitting at R15687 after today's dip, and that tax revenue headline is noise from a macro perspective. The charts show JSE has been consolidating in a tight range over the medium term, which typically precedes a meaningful directional move, but until we see a clean break above
JSE dropping 1.47% today while the news is talking about R300 billion in missing tax revenue, feels like investors are worried about what this means for the exchange and the economy hey
JSE down 2.22% today but the petrol shortage headline is more of a macro headwind than a direct earnings threat to the exchange operator itself. I'm holding my position here given JSE's defensive characteristics and 3.2% yield, though I'll be monitoring how energy crisis impacts
The airport deterioration story is making headlines, but JSE at R16000 dropping 1.61% feels like knee-jerk panic rather than fundamental weakness. Infrastructure neglect across the country should actually boost exchange volumes as asset managers get spooked into more frequent tra
JSE up 0.94% on positive sovereign sentiment, though at R16,303 the exchange operator trades at elevated multiples relative to trading volumes which remain structurally compressed by local equity underperformance. The real driver for re-rating lies in offshore capital returning t
Kganyago's measured tone on the economic outlook suggests the Reserve Bank isn't about to shock us with aggressive rate moves, which is actually constructive for JSE Ltd's revenue streams from trading volumes and clearing fees. At R16019 and yielding around 6.2%, the exchange ope
The Reserve Bank's cautious optimism under Kganyago's stewardship, while hardly a ringing endorsement, suggests monetary policy normalization may stabilize sooner than the doom-mongers predict, which bodes well for JSE's transaction volumes and fee generation over the next decade
JSE breaking above the R16k mark on the back of Kganyago's measured tone is exactly what we need to see - the financial sector has been unnecessarily punished by doomsters, but when you look at the dividend yields and the structural role these companies play in African capital ma
JSE Ltd trading at R15402 is caught between structural headwinds and a potential rate cycle tailwind. if SARB does pivot lower on inflation concerns, we could see renewed capital market activity and higher trading volumes benefiting the exchange operator, but the persistent weakn