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Trading index futures; ALSI & ALMI (#593)

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Manage episode 425762399 series 2946253
Content provided by JustOneLap.com. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by JustOneLap.com or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Key Takeaways

  • MultiChoice Trading Opportunity: Potential for profit if the Canal+ deal goes through, despite current low stock prices.
  • Futures Trading: Importance of understanding margin, liquidity, and strategy when trading ALSI and ALMI futures.
  • Market Conditions: Current cheap valuation of SA Inc stocks presents opportunities, pending political stability and cabinet announcements.
MultiChoice Mis-pricing:
  • Discussion on the 125 Rand mandatory offer from Canal+ for MultiChoice.
  • Current stock trading at 102 Rand due to poor financial results.
  • Analysis of Canal+'s offer document, potential deal completion, and possible trading opportunities.
Index Futures - ALSI and ALMI:
  • Detailed overview of trading ALSI (All Share Index) and ALMI (All Share Index Mini) futures.
  • Explanation of points trading, margin requirements, and contract specifics.
  • Tips on trading strategies, including liquidity considerations and handling overnight gaps.
  • Trading as a side hustle, watch the video.
Market and Stock Updates:
  • Cabinet Announcement Awaited: Market reactions and fluctuations in the Rand.
  • Individual Stocks: Analysis of Mr. Price*, Foschini Group*, Nedbank, Spur, and CMH*.
  • Banking Sector: Observations on price to book ratios and the overall market valuation of SA Inc stocks.

Simon Brown

All charts by KoyFin | Get 10% off your order

* I hold ungeared positions.

dd

  continue reading

515 episodes

Artwork
iconShare
 
Manage episode 425762399 series 2946253
Content provided by JustOneLap.com. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by JustOneLap.com or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Key Takeaways

  • MultiChoice Trading Opportunity: Potential for profit if the Canal+ deal goes through, despite current low stock prices.
  • Futures Trading: Importance of understanding margin, liquidity, and strategy when trading ALSI and ALMI futures.
  • Market Conditions: Current cheap valuation of SA Inc stocks presents opportunities, pending political stability and cabinet announcements.
MultiChoice Mis-pricing:
  • Discussion on the 125 Rand mandatory offer from Canal+ for MultiChoice.
  • Current stock trading at 102 Rand due to poor financial results.
  • Analysis of Canal+'s offer document, potential deal completion, and possible trading opportunities.
Index Futures - ALSI and ALMI:
  • Detailed overview of trading ALSI (All Share Index) and ALMI (All Share Index Mini) futures.
  • Explanation of points trading, margin requirements, and contract specifics.
  • Tips on trading strategies, including liquidity considerations and handling overnight gaps.
  • Trading as a side hustle, watch the video.
Market and Stock Updates:
  • Cabinet Announcement Awaited: Market reactions and fluctuations in the Rand.
  • Individual Stocks: Analysis of Mr. Price*, Foschini Group*, Nedbank, Spur, and CMH*.
  • Banking Sector: Observations on price to book ratios and the overall market valuation of SA Inc stocks.

Simon Brown

All charts by KoyFin | Get 10% off your order

* I hold ungeared positions.

dd

  continue reading

515 episodes

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