Research Reports

Report filters


Showing: 84 Results

Filter by:

Going, going for a song
Oil & Gas Producers - 4 August 2020

Sasol is in the spotlight. In “Going, going for a song” Ingham Analytics say that if Sasol management keep flogging the shareholders’ silver as they’re attempting to do with the potential sale of sixteen air separation units located in Secunda to Air Liquide, they’ll have to... Read More

Searchlight: R30.00
Add to cart


Bedazzled
Banks - 3 August 2020

Forget hyperinflation as the reason for gold nudging $2,000/oz. The answer lies in the US 10-year Treasury. Gold is rising at the same time as Treasury interest rates are falling. Odd? Quite the contrary say Ingham Analytics in “Bedazzled.” If we thought central banks were forever... Read More

Searchlight: R30.00
Add to cart


Forever blowing bubbles...
Banks - 27 July 2020

The Swiss franc has been appreciating – against the US dollar – and the US dollar index has been under pressure since a brief spike in late March as COVID-19 gripped the world. Ingham Analytics make an analogous point that central bankers are all fans of... Read More

Searchlight: R30.00
Add to cart


Tencent on top of its games
Media - 26 July 2020

International mobile games are increasingly important for Tencent, growing ahead of its China revenues. Tencent is also acquiring content through acquisitions. Tencent is currently in exclusive talks to acquire Leyou Technologies, the Nasdaq and Hong Kong listed games developer. This is not a small company, with... Read More

Trader: R15.00
Add to cart


Tech and the Treasury 10s
Banks - 21 July 2020

A dichotomy between equity and fixed income markets in the US spells danger for investors riding the Tech boom post-March this year. Now is the time to take out an effective hedge. What might that hedge be? In “Tech and the Treasury 10s” top trader Andrew... Read More

Searchlight: R30.00
Add to cart


Saudi Arabian stalking horse
Banks - 19 July 2020

Is Barloworld in play? In “Saudi Arabian stalking horse” Ingham Analytics deduce that this could be the case. And it may come from a surprising source, a Middle Eastern business that has already built a sizeable stake. There is an opportunistic element to this with the... Read More

Trader: R15.00
Add to cart


US data provides a chink of light in COVID-19 gloom
Banks - 13 July 2020

Savings rates in the United States have mushroomed say Ingham Analytics (unlike in South Africa). Why should this be so? They point to a couple of dynamics at place, which may take you by surprise at a time of gloomy media headlines. Fascinating data is presented... Read More

Searchlight: R30.00
Add to cart


(I)n (M)y (F)ace... and yours
Banks - 12 July 2020

COVID-19 isn’t the cause of the swift descent into imminent national bankruptcy, South Africa had a pre-existing fiscal malaise that made it hypersensitive to the slightest of ailments. South Africa has now finally run out of fiscal runway and the country now has punishingly high nominal... Read More

Insight: R45.00
Add to cart


Capitec takes the stage in “Rating retreat
Banks - 8 July 2020

Ingham Analytics have issued an updated note on Capitec, one of the darlings of retail investors, smart institutional fund managers locally and overseas, depositors and borrowers for many years. Net loans and advances have grown by a compound rate of 18% pa between F2012 and F2020... Read More

Searchlight: R30.00
Add to cart


Fighting inflation
Banks - 6 July 2020

Ingham Analytics has issued a Trader note entitled “Fighting inflation” which asks a straightforward question. How could you protect yourself? Savings rates have dropped by 250 basis points since January 2020, in line with the repo rate. Stats SA say CPI is 3% but by their... Read More

Trader: R15.00
Add to cart