South African and International
Equity Analysis

We offer both private and institutional investors access
to the latest equity research from around the globe

Looking for a specific research report?

We offer 3 content formats

Trader

A very short report, typically one or two pages, that makes recommendations or reiterates an investment stance to assist an opportunistic investor in achieving short term trading gains.

Searchlight

A short to medium sized note on a topical event such as a particular company visit, an innovative research idea, an analysis of a corporate action, or any other event that strengthens or reaffirms the investment stance on a company.

Insight

An in-depth note on a company or companies, a sector or industry, that focuses on investment strengths, weaknesses, opportunities, threats and qualitative aspects that are expected to be relevant for a reasonable period of time in the foreseeable future.

Specialised reports

If you need unique research done, we offer the following options

Issuer research pool

Access to corporate advisory such as M&A, capital raising, best practice in reporting, investor outreach.

Fund and asset managers

Bespoke research available to complement internal team view or as an independent external view on taking a market position

Stock brokers

Institutional quality equity analysis. Affordable and a complement to own research for clients.

Corporate advisory

Advisory on corporate actions in the public and private market, including listings, mergers & acquisitions, governance, company valuations, business strategy, and investor relations.

Want to know more?

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Why choose our reports?

We take the mystery out of finance by delivering to-the-point analysis where you’ll find no waffle or jargon, making it accessible to all audiences.

Our philosophy is good quality, independence, and reliability. We’ve always done things this way and it won’t change.

Latest reports

BHP
14 November 2019
Mining
BHP - Changing the guard and betting on oil

Mike Henry has been appointed CEO and takes over on 1 January 2020. A 16-year veteran of BHP he is currently President Operations,...

FirstRand
6 November 2019
Banks
FirstRand - “Outperfomer”

Our most recent note on FirstRand entitled “FNB in the driving seat” was issued two months ago when the share price was R60....

Sasol
30 October 2019
Oil & Gas Producers
Sasol - We all invest in companies like Sasol for dividend pay-outs, with the current situation at hand it looks less likely over the next two years

With the delayed release of the financial results for the twelve months ended 30 June 2019 it is now confirmed that the dividend...