Finding infrastructure stocks (#423)
WorldWide Markets with Simon Brown · JustOneLap.com
November 4, 202020m 38s
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Show Notes
Simon Shares
- US Election results pretty much playing as expected. Trump doing well in early counting but some important states still to come but he has declared victory and is heading for the courts.
- 05 November ~ JSE Power Hour: Searching for income
- 19 November ~ Twenty years of ETFs
Globally one of the key responses to the pandemic is and will be, infrastructure spend. Who are the potential winners?
- PPC (JSE code: PPC)
- Sephaku (JSE code: SEP)
- Reunert (JSE code: RLO)
- Consolidated Infrastructure Group (JSE code: CIL)
- WBHO (JSE code: WBO)
- Murray and Roberts (JSE code: MUR)
- Aveng (JSE code: AEG)
- Raubex (JSE code: RBX)
- Afrimat (JSE code: AFT)
- Brikor (JSE code: BIK)
- Stefanuti Stocks (JSE code: SSK)
- Kumba (JSE code: KIO)
- ArcelorMittal SA (JSE code: ACL)
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