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Illusory value
Banks - 28 May 2020

Ingham Analytics issues a Trader note entitled “Illusory value” which tackles the topic of Prosus and by extension Naspers and Tencent. They give their updated call on Prosus and Tencent as stocks and a revised forecast and valuation on Tencent. The updated values indicate that Prosus... Read More

Trader: R15.00
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South African Reserve Bank monetary policy emasculated
Banks - 25 May 2020

Are interest rates in South Africa higher than they could or should be? In “South African Reserve Bank monetary policy emasculated” Top trader Andrew Kinsey argues that South Africa has had to deal with the pernicious effects of multiple major central banks pursuing colossal programs of... Read More

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Say buddy, can you spare a dime?
Banks - 21 May 2020

In a 3,000-word Insight entitled “Say buddy, can you spare a dime?” Ingham Analytics analyses the banking sector in the context of the recently announced COVID-19 loan guarantee scheme. Are there pitfalls? If you’re considering making an application through a bank, you’d benefit from reading what... Read More

Insight: R45.00
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Poseidon and the other banking gods
Banks - 19 May 2020

In the intriguingly titled “Poseidon and the other banking gods” top trader Andrew Kinsey asks what the fate is for banks, not just in South Africa but around the world. Poseidon is an appropriate figure of speech as the mythological god was grumpy and powerful –... Read More

Insight: R45.00
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Iron ore and steel defies COVID-19 macro gloom
Banks - 13 May 2020

So, the COVID-19 lockdowns around the world must surely have had a devastating impact on mining, including iron ore, and the steel industry? Well, Ingham Analytics has some surprising news for investors in BHP and Kumba. Nothing of the sort. Iron ore and steel demand is... Read More

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“Why do central banks do what they do?”
Banks - 11 May 2020

What could the South African Reserve Bank do that would be a fool’s errand that will end badly for the country? In “Why do central banks do what they do?” top trader Andrew Kinsey takes on central banks for being far more contentious than they should... Read More

Insight: R45.00
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Lower for longer on rates?
Banks - 6 May 2020

In “Lower for longer on rates?” Ingham Analytics poses an interesting question for investors. South Africa has falling short-term interest rates (good for your mortgage repayment, not so good for banks) and higher long bond yields (bad for the government budget deficit). Amid COVID-19 lockdown, government... Read More

Insight: R45.00
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South African economic and financial fragility
Banks - 5 May 2020

Just how fragile is the South African economy and financial system? Is the coronavirus a potentially killer blow or is this an enforced opportunity to reset our common economic health and priorities. At a time of COVID-19 lockdown this is a question on all investor’s minds.... Read More

Insight: R45.00
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Eurozone Stress Fractures – Déjà vu all over again
Banks - 27 April 2020

The eurozone members are squabbling among themselves (yet again) around the economic and financial fallout of coronavirus. South Africa is not alone in having disparities. The eurozone does too. These are economic (relative wealth) and fiscal (discipline versus laxity). And what is happening in the eurozone... Read More

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A raw state - Sasol
Oil & Gas Producers - 23 April 2020

In their previous note on Sasol (“What a gas”) Ingham Analytics said they has factored in breakeven this year for Lake Charles Chemicals Project and doubted Sasol’s guidance that a profit would be made. Now, after only a few weeks, Sasol are guiding to a loss... Read More

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