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:

Politics-proofing your portfolio - Part 2
Mining - 22 May 2019

Prior to 8 May, we observed that the general and provincial elections could be a harbinger of continued socio-economic decay or possible hesitant recuperation. Or worse. Hesitant recuperation my get a chance following the outcome, with the ANC retaining a diminished majority. Nevertheless, it is prudent... Read More

Insight: R45.00
Add to cart


On the pricey side
Mining - 16 May 2019

BHP continues to focus on maximising cash flow and keeping capital discipline, which will be positive for long term shareholders. Strong iron ore prices, helped by supply disruption, are supportive of earnings. The share has had positive momentum year-to-date but has retreated from recent elevated levels... Read More

Trader: R15.00
Add to cart


Politics-proofing your portfolio - Part 1
Mining - 7 May 2019

The general and provincial elections on 8 May could be a harbinger of continued socio-economic decay or possible hesitant recuperation. Or worse. Regardless of the outcome, it is prudent to keep hedging your bets and have a good proportion of SA politics-proof stocks

Insight: R45.00
Add to cart


Deferred compensation
General Retailers - 29 April 2019

The subject of the deferred shares is contentious but there is merit in the proposed transaction to acquire and cancel Shoprite deferred shares together with an issue to new ordinary shares

Searchlight: R30.00
Add to cart


The mechanics of the Oceana unbundling
Food Producers - 17 April 2019

Tiger Brands shareholders will own Oceana shares directly

Searchlight: R30.00
Add to cart


Pain at the pump, gain on the share
Oil & Gas Producers - 8 April 2019

Recent oil price trends are positive for earnings – and shareholders

Searchlight: R30.00
Add to cart