Research we have sent out this week

Your weekly research summary

07 August 2020

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Hello Voornaam,

Ingham Analytics notes are designed to be thought-provoking and enable better informed decisions, be anticipatory (for example what would be the impact of a Sasol rights issue) and make common-sense English of sometimes impenetrable accounting and management speak.

As such they typically have relevance to readers well beyond the issue date - an example being "Politics proofing your portfolio", "BA900 isn't a British Airways service to Jo'burg" or even "Saxo's electrifying message." The titles can often be cryptic but they are address the underlying message that is being communicated.

Our subscriber community is growing constantly and we thought it would be useful to draw attention to note that remain topical but may have been overlooked in the distractions of daily life.

We would like to suggest the following:

There are the Sunday "Weekly" letters too, which have proved to be extremely popular and which cover a miscellany of current matters around the world that have an investment and economic relevance. We are planning to have a separate section on the website where an archive of these letters will be available.

And of course, there is much more on the website. Also, please feel free to get in touch through our Contact Us section.

 

 

Latest research notes published this week

Sasol Ltd (SOL)

Sasol is in the spotlight. In Going, going for a song Ingham Analytics say that if Sasol management keep flogging the shareholders silver as theyre attempting...

Price: R 30.00

04 Aug 2020

Searchlight

(JSE)

Forget hyperinflation as the reason for gold nudging $2,000/oz. The answer lies in the US 10-year Treasury. Gold is rising at the same time as Treasury...

Price: R 30.00

03 Aug 2020

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(JSE)

The Swiss franc has been appreciating against the US dollar and the US dollar index has been under pressure since a brief spike in...

Price: R 30.00

27 Jul 2020

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(PRX)

International mobile games are increasingly important for Tencent, growing ahead of its China revenues. Tencent is also acquiring content through acquisitions. Tencent is currently in exclusive...

Price: R 15.00

26 Jul 2020

Trader

(JSE)

A dichotomy between equity and fixed income markets in the US spells danger for investors riding the Tech boom post-March this year. Now is the time...

Price: R 30.00

21 Jul 2020

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