Sign up to receive both private and institutional investors access to the latest equity research from around the globe. Don't Miss Out.

Research Reports

Report filters


Showing: 116 Results

Filter by:

A blemished trading jewel?
General - 25 November 2020

In “A blemished trading jewel?” top trader Andrew Kinsey poses an interesting question for gold bugs at a time when equity markets are getting a vaccine boost and bond yields are firming. An earlier note “Did your seatbelts go to waste?” gave a portend for gold... Read More

Searchlight: R30.00
Add to cart


Added weight
General - 22 November 2020

Ingham Analytics have updated their views on the gold market in “Added weight.” They point out that two major indices are increasing their weighting in gold for a second year. Figures for gold-backed ETF demand through October are buoyant with values and tonnage now at record... Read More

Searchlight: R30.00
Add to cart


What a drag
Media - 17 November 2020

Prosus and Naspers report both report interim earnings on 23 November. Earnings in USD will be up 27% at the mid-point of the trading statement range. Ingham Analytics say that on the surface this seems a good result but that in fact it isn’t and quantify... Read More

Searchlight: R30.00
Add to cart


Did your seatbelts go to waste?
General - 15 November 2020

Per the note “Buckle up?” did the seatbelts go to waste? Actually, no says top trader Andrew Kinsey in “Did your seatbelts go to waste? Andrew had warned of volatile times to come and the markets did not disappoint. Where to now as we head to... Read More

Searchlight: R30.00
Add to cart


Anti-Trusted
General - 12 November 2020

Ingham Analytics has introduced another thematic analysis called China Tech with the first note entitled “Anti-Trusted.” With Prosus and Naspers being so dominant on the JSE and with growing interest in investing directly in Chinese tech companies such as Tencent and Alibaba, Ingham Analytics are shifting... Read More

Searchlight: R30.00
Add to cart


US bounce
General - 10 November 2020

Ingham Analytics have introduced a Securities Strategy themed analysis that follows on from the recently introduced Banks Monitor, Energy Monitor, and Mining Monitor. They say in “US bounce” that Monday 9 November witnessed one of the largest ever market rotations between value versus growth. The losers... Read More

Searchlight: R30.00
Add to cart


White-Anted
General - 5 November 2020

What do Standard Bank, Ant Group and Alibaba have in common? More than you may think seeing as Chinese financial regulators are toughening up on micro-lending oversight – as evidenced by the suspension of the Ant Group IPO. Ingham Analytics believe that Ant could come back... Read More

Searchlight: R30.00
Add to cart


Buckle up?
General - 2 November 2020

Top trader Andrew Kinsey has sage words for investors in the light of the pandemic lockdowns in Europe and the US presidential elections. Both geographies are centres of elevated risk. Andrew charts several price signals to be aware in positioning your portfolio for turbulence in “Buckle... Read More

Searchlight: R30.00
Add to cart


Ant’s away
General - 28 October 2020

Following on from “Ant(icipating) a listing” last month Ingham Analytics has issued “Ant’s away”, confirming that Ant Group, in which Alibaba has a 33% interest and Jack Ma an effective 8.8%, will be listing in Hong Kong and Shanghai. Ant and Tencent’s WeChat Pay are formidable... Read More

Searchlight: R30.00
Add to cart


Sink or swim?
General - 26 October 2020

The Medium-Term Budget Policy Speech on Wednesday, already delayed, will throw into stark relief the financial situation that the ANC has solely engineered. In “Sink or swim?” Ingham Analytics give a precursor to what they think Tito Mboweni will have to say and give backdrop to... Read More

Searchlight: R30.00
Add to cart