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


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.


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.


An in-depth note on a company or a number of companies, a particular 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.

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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

20 August 2019
Oil & Gas Producers
Sasol - Confidence takes a knock

Ingham Analytics say that Sasol shareholder confidence in Sasol management has worn thin. This, they say, is mainly because of a history of...

25 July 2019
Kumba - Where to from here?

Kumba is enjoying a bumper harvest of profitability and cash flow. The interim dividend is in line with the entire annual dividend in...

16 July 2019
Oil & Gas Producers
Sasol - Implications of the Rand at R14/USD

The rand has strengthened to under R14/USD whilst Brent oil is currently $67/bbl. Sasol earnings are sensitive to both variables, but chemical prices...