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All that glitters?
Banks - 24 September 2020

Ingham Analytics have published their latest thinking on the gold market. In “All that glitters?” they say that gold, and silver, interest from investors remains bullish with gold-backed exchange traded fund inflows this year the highest in several years. They assess what is driving gold and... Read More

Searchlight: R30.00
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Uh-oh!
Banks - 22 September 2020

US markets have again been roiled which makes the latest Ingham Analytics note “Uh-ho!” well timed. The tech rally has confounded even the most optimistic bulls. But where to now? Are there straws in the wind? Top trader Andrew Kinsey cites signals such as volatility, the... Read More

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BA(D) 900 news?
Banks - 17 September 2020

Ingham Analytics has just released “BA(D) 900 news?” which analyses the July 2020 BA900 returns for the South African banking system. You may wish to read this in conjunction with their note in June entitled “BA900 isn’t a British Airways service to Jo’burg” which is just... Read More

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Steel yourselves
Banks - 14 September 2020

Ingham Analytics revisits the iron ore market in their latest mining Searchlight entitled “Steel yourselves.” If you’re a shareholder in Kumba (of which Anglo American owns 70%), BHP, Fortescue and Rio Tinto you’ll be interested in what is driving iron ore prices to multi-year highs. There... Read More

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The devil incarnate, Softbank?
Banks - 9 September 2020

In the recent US tech market gyrations, the name Softbank has cropped up to take on the role of villain of the piece. It turns out that Softbank has been the buyer of enormous quantities of leveraged call options on US mega-tech shares. The result? A... Read More

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Looking for dips
Banks - 7 September 2020

Yesterday, Capitec issued a trading statement. Ingham Analytics have handily issued a Searchlight entitled “Looking for dips” that coincides with the statement for the six months ended August 2020. The previous two notes on Capitec that proved popular downloads were “Tito’s shocker less of a shocker... Read More

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Powell-ing along
Banks - 2 September 2020

Ingham Analytics has published a thought-provoking Equity and Credit Markets Insight entitled “Powell-ing along” and at this time of record US markets unpacks useful information for investors exposed internationally. Risk-taking in US financial markets they say has reached epic proportions. Some stocks and indices are at... Read More

Insight: R45.00
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Gold bug?
Banks - 31 August 2020

If you’re keen on gold Ingham Analytics has issued a note entitled “Gold bug?” Gold is flying. Even Berkshire Hathaway has belatedly become a gold bug. What is driving this? And why is South Africa not reaping the bonanza that Australia is? For investors keen on... Read More

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Skin on the bones
Banks - 27 August 2020

It is time to revisit banking. Three of the big four have all reported and, as with the latest Reserve Bank BA 900’s, the picture isn’t pretty. This COVID-19 horror movie has further to play out. But capital cushions are reasonable even if return on equity... Read More

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An Apple a day…?
Banks - 26 August 2020

You may have an Apple PC or smartphone, but would you buy Apple shares right now? And would you buy an earnings stream that is being inflated on an earnings per share basis because there are fewer shares in issue? The share price per unit of... Read More

Trader: R15.00
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