Podcasts · WorldWide Markets with Simon Brown
Record car sales, falling motor stocks: Motus, CMH, WeBuyCars and Zeda
· 21 min · Episode 697
Episode Record car sales, falling motor stocks: Motus, CMH, WeBuyCars and Zeda
South Africa sold 61,645 new cars in September, the most in almost 20 years, yet the listed motor stocks are falling. Simon Brown explains why: cheap, well-specced Chinese cars are driving the volume while crushing pricing power across new cars, used cars and rental fleets. He digs into the naamsa numbers, what flatters the headline, and why the market is pricing a cyclical peak, then ranks the six JSE motor stocks.
Topics: US unemployment chart of the week, actively managed ETFs Power Hour, naamsa September sales, rental fleets and demos, Chinese brands, used car deflation, WeBuyCars, Zeda, Motus, CMH*, Super Group, Metair, hybrids and EVs.
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