Relevant notes of interest for you from Ingham Analytics

Categories: News Media Age: 7 until 13 year 14 until 18 year 19 until 30 year 31 until 64 years 65 and older

4 years ago

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Your weekly research summary

07 August 2020

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:
"Going, going for a song" - Sasol "Rating retreat" - Capitec "Tencent on top of its games" - if you're a shareholder of Prosus or Naspers or simply a gamer"Bedazzled" - gold and US bond yields"Forever blowing bubbles..." - central banking actions"Tech and the Treasury 10s" - the dichotomy between equity and fixed income markets"Saudi Arabian stalking horse" - Barloworld"US data provides a chink of light in COVID-19 gloom" - US data that may pleasantly surprise you"Cold on coal" - Anglo American"(I)n (M)y (F)ace.....and yours" - the IMF (especially in the context of the recent $4.3bn emergency support)"iQIYI - a s(c) or (t)reaming deal for Tencent?" - also for Prosus and Naspers shareholders"Is the Reserve Bank Father Christmas?" - South African Reserve Bank (and its limitation on COVID-19)"Tito's shocker less of a shocker for Capitec" - Tito's supplementary budget speechThere 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.

In the spotlight

Most read

Going, going for a song

Bedazzled

Forever blowing bubbles...

Tencent on top of its games

Politics-proofing your portfolio - Part 1

Insights and sector reports

Going, going for a song

Bedazzled

Sanlam - A sound result from Sanlams Santam stake

Sasol - Confidence takes a knock

Latest research notes published this week

Sasol Ltd (SOL)

Going, going for a song

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)

Bedazzled

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

Searchlight

(JSE)

Forever blowing bubbles...

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

Searchlight

(PRX)

Tencent on top of its games

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)

Tech and the Treasury 10s

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

Searchlight

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