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If you're in for a horror story then we've got one up on Netflix - a note entitled "Is there a TARGET(2) on my back?" This examines so-called Target2 imbalances in the Eurozone and follows on from the recent central banking note "Now what do they... Read More
Ingham Analytics has released their latest note on Sasol - always a popular topic - entitled "A fifteen-year gulf." In updating their earnings view they also point to financial challenges but also take a fifteen-year perspective, it isn't pretty. And despite Brent oil nudging $70/bbl and... Read More
If you've been watching government bond yields, from the US to Europe to Japan, and wondered what's going on them look no further for incisive analysis than "Now what do they want?" by internationally respected risk analyst Andrew Kinsey. What we're seeing has consequences – for... Read More
Ingham Analytics have issued their latest Banking Monitor entitled "Budget blues" in which they update their view on the sector. One not such fun fact - in three years total bank impairments have risen by 126%.
In "Booming along" Ingham Analytics reveal some extraordinary statistics in their equity and credit markets analysis that suggest there is going to a larger economic bounce back globally than was thought possible not long ago. This has policy implications, particularly in the US. Could we be... Read More
Carnival Corporation is a cruise line business listed on the New York Stock Exchange. Much of the focus of Ingham Analytics is international and Carnival brings in a new dimension to this. Andrew Kinsey says Carnival is to bond investors what GameStop is to equity gamblers.... Read More
In their latest Mining Monitor entitled "Dividend delight" Ingham Analytics say they have held their EPS estimate for F2021 on BHP but in view of the higher payout ratio at the interim result have upped their full year dividend forecast. A strong interim BHP result was... Read More
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In "Kuaishou bounce" Ingham Analytics assess Kuaishou Technology, the startup with a TikTok-style video app, that listed in Hong Kong last Friday. Pre-listing, Tencent entities owned 21.567% of the issued shares. What to expect from Tencent for the next set of results? Has the Prosus discount... Read More
If you want a succinct analysis of what has driven GameStop mania, and what you need to avoid if you’re a trader hoping to make a quick buck, then "Stop the Game – I want to get off" is a need to have read. The note... Read More
Sasol is always a topical subject and they have just issued an updated note entitled “All that glitters?” following on from the recent trading statement. They say that the Sasol trading statement for the six months ended 31 December 2020 seems quite good at first glance... Read More