Jsedirect With Simon Brown

Simon Shares Anthony Clark on small caps Purity baby powder products were recalled by TigerBrands (JSE code: TBS) due to traces of asbestos. PSG (JSE code: PSG) unbundling effective at close on Tuesday. Holders at the close will receive 3.87 PSG Konsult (JSE code: KST) 1.82 Curro (JSE code: COH) 0.12 Kaap Agri (JSE code: KAL) 1.04 CA Sales (JSE code: CAA) 1.02 Stadio (JSE code: SDO) The bear and bull case for investing in Shoprite Shoprite* (JSE code: SHP) results saw the stock down 7.5%. Let's dig into what the market maybe didn't like. Only 10% earnings growth? With one week less and the 2021 riots in the numbers, decent albeit not knock the lights out. Only 600c dividend for the full year? Very much in line with the average. Expensive on PE of over 20x? Always is, but mid-range is about 15% lower. So yes, maybe a little more than usual? Opening 275 new stores? Cost and are they cannibalising their other stores? RSA operating margin 6.8%? The top end of the long-term range, worries that