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The gift that keeps on giving for BHP
General - 21 January 2021

With BHP having published their half-year operational review Ingham Analytics has released a Mining Monitor featuring BHP entitled “The gift that keeps on giving for BHP.” They have edged up their full-year forecast to June 2021. Is the share price fair? What’s up with iron ore?... Read More

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Lithium’s Tesla disconnect
General - 18 January 2021

Ingham Analytics say in “Lithium’s Tesla disconnect” that the dizzying rise in the Tesla share price isn’t matched by the prices of key commodities that go into electrical vehicle manufacturing. There simply isn’t anywhere near enough production if a green future is going to be delivered.... Read More

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2020 Redux?
General - 13 January 2021

Following on from “Wither portfolio management, or not?” in “2020 Redux?” top trader Andrew Kinsey has further valuable insights as we head into 2021. What are currency, commodity, and fixed income markets signalling?

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Saxo’s outrageous predictions for 2021 and our take
General - 11 January 2021

“Saxo’s electrifying message” is one of the most popular Ingham Analytics downloads. They say that Saxo Bank’s inclusion of South Africa in its annual “outrageous predictions” was another timely reminder to investors to heed warning signals. Whilst this year South Africa doesn’t get ignominious mention, they... Read More

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Wither portfolio management, or not?
General - 22 December 2020

As year-end approaches it is timely to take stock of portfolio management in 2020, one of considerable upheaval and volatility. In planning your strategy for 2021, “Wither portfolio management, or not?” has a thought-provoking look at what a US-focused portfolio achieved in 2020. Top trader Andrew... Read More

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Credit where credit is due?
General - 21 December 2020

Monday, 21 December was a big day – for Tesla, as it was included in the S&P 500 Index. In “Credit where credit is due?” Ingham Analytics unpack the quirks of this listing. Astonishingly, Toyota is now number two in a key MSCI Index – behind... Read More

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Gaming for change
General - 17 December 2020

For investors in Tencent (or Prosus or Naspers for that matter) Ingham Analytics latest note on Tencent entitled “Gaming for change” will be of interest. They have upped their earnings forecast and say that games revenue is a strong driver. Product pipeline is robust as this... Read More

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Will antitrust action spoil the US tech party?
General - 13 December 2020

If you are exposed to US Tech shares like Facebook, you’ll want to read what top trader Andrew Kinsey has to say in “Will antitrust action spoil the US tech party?” The antitrust busters are at it again and this time a fingering of Big Tech... Read More

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Stuck between the devil and the deep blue sea
Oil & Gas Producers - 9 December 2020

Sasol is always a popular topic. In “Stuck between the devil and the deep blue sea” Ingham Analytics say that a $2bn rights issue is appearing more likely by the day. This is on top of the $2.8bn in net proceeds from recent asset sales. What... Read More

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Dr Copper gives a diagnosis
General - 7 December 2020

In their latest Mining Monitor entitled “Dr Copper gives a diagnosis” Ingham Analytics say that copper, along with other industrial and agricultural commodity prices, has been on a strong run. How to play this? What about BHP or Rio Tinto? Are pure plays or even an... Read More

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