Stocks for your Soccer World Cup

About this episode

Simon Brown discusses which stocks to consider during the World Cup, revealing surprising insights about the market.

The World Cup kicks off Thursday — so which stocks actually win? Simon Brown ran a data-driven hunt and the answer is counter-intuitive: skip the obvious bets. His own scrape of stadium-adjacent hotels found accommodation available everywhere, with 84 of 104 games unsold, so hoteliers have no pricing power and the retail uplift is marginal. The real edge sits with the kit makers — Adidas and Nike both screen cheap against analyst targets — and the betting operators, Sun International and NYSE-listed Super Group. He also looks at JSE newcomer Canal+ and the free-streaming threat from SABC Plus. Plus: three mega IPOs landing at once (SpaceX, Anthropic, OpenAI) and the $160bn funding crunch behind Micron's 16% drop, and a bleak read on the PGM miners. Topics: World Cup stocks, Adidas, Nike, Canal+, Sun International, Super Group, SpaceX, Anthropic, OpenAI, PGMs. WorldWideMarkets is part of JustOneLap.com.

People in this episode

Host: Simon Brown

Topics covered

• World Cup stocks
• Adidas
• Nike
• betting operators
• IPO
• funding crunch
• PGMs

Keywords

• World Cup
• stocks
• Adidas
• Nike
• betting operators
• IPO
• Micron
• PGM miners

Mentioned in this episode

Organizations: Adidas, Nike, Sun International, Super Group, Canal+, SABC Plus, SpaceX, Anthropic, OpenAI, Micron

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