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New hands on the financial tiller
Mining - 18 June 2020

Which JSE listed mining company has a market capitalisation 40% larger than Anglo American, almost half as much again as Glencore, and larger than AngloGold Ashanti, Gold Fields, Impala, Sibanye Stillwater and Exxaro combined? That company is BHP, a behemoth and a constituent of most diversified... Read More

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Iron Ore Miners - Kumba, qaphela!
Mining - 14 June 2020

On 14 May, in “Iron ore and steel defies COVID-19 macro gloom”, Ingham Analytics advised that they could see value in BHP and Kumba for the short-term trader. Since then both stocks have strengthened with Kumba in particular powering ahead, up by 40% to R520 from... Read More

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What are volatility traders afraid of?
Banks - 11 June 2020

Volatility returned with a vengeance to US and world markets this week. This is fertile ground for traders seeking short-term in and out trades as pricing gets roiled by uncertainty and fear. Ingham Analytics has issued a Trader entitled “What are volatility traders afraid of?”... Read More

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What do the currencies say?
Banks - 9 June 2020

“What do the currencies say?” examines the largest market of all, namely foreign exchange. Our objective in this note is to identify broad trends in this vast bazaar of money flows and specific opportunities which may appear in the currency pairs focused upon. Which currencies represent... Read More

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Henry sends a message
Oil & Gas Producers - 3 June 2020

Sasol is up around 35% in a month. Is this the beginning of a major recovery? Ingham Analytics has issued a Searchlight on Sasol called “Henry sends a message”, which may seem an odd title. That message is lower for longer on the price of natural... Read More

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South African banks’ balance sheets surge
Banks - 2 June 2020

The South African banking sector has already experienced tumultuous impacts from the COVID-19 lockdown fallout, with dramatic volatility in the currency market and derivatives markets reflecting panic. The question is can South African banks weather liquidity challenges? What about future loan losses? Should you as a... Read More

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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

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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

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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

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