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: 150 Results

Filter by:

Outsized Big Five
General - 1 October 2020

In “Outsized Big Five” Ingham Analytics examines the phenomenon, not of Kruger Park animals, but of the large tech stocks in the US that have been the driver of the top US equity indices this year. The equity markets in the US hit an all-time high... Read More

Searchlight: R30.00
Add to cart


Ant(icipating) a listing
General - 28 September 2020

With Ant Group, an associate company within the Alibaba stable, planning an IPO in Shanghai and Hong Kong the financial services company is opening up disclosure. At a targeted market value of $200bn, Tencent will have a stand-alone competitor. Tencent’s WeChat Pay is a smaller but... Read More

Searchlight: R30.00
Add to cart


All that glitters?
General - 24 September 2020

Ingham Analytics have published their latest thinking on the gold market. In “All that glitters?” they say that gold, and silver, interest from investors remains bullish with gold-backed exchange traded fund inflows this year the highest in several years. They assess what is driving gold and... Read More

Searchlight: R30.00
Add to cart


Uh-oh!
General - 22 September 2020

US markets have again been roiled which makes the latest Ingham Analytics note “Uh-ho!” well timed. The tech rally has confounded even the most optimistic bulls. But where to now? Are there straws in the wind? Top trader Andrew Kinsey cites signals such as volatility, the... Read More

Searchlight: R30.00
Add to cart


BA(D) 900 news?
General - 17 September 2020

Ingham Analytics has just released “BA(D) 900 news?” which analyses the July 2020 BA900 returns for the South African banking system. You may wish to read this in conjunction with their note in June entitled “BA900 isn’t a British Airways service to Jo’burg” which is just... Read More

Searchlight: R30.00
Add to cart


Steel yourselves
General - 14 September 2020

Ingham Analytics revisits the iron ore market in their latest mining Searchlight entitled “Steel yourselves.” If you’re a shareholder in Kumba (of which Anglo American owns 70%), BHP, Fortescue and Rio Tinto you’ll be interested in what is driving iron ore prices to multi-year highs. There... Read More

Searchlight: R30.00
Add to cart


The devil incarnate, Softbank?
General - 9 September 2020

In the recent US tech market gyrations, the name Softbank has cropped up to take on the role of villain of the piece. It turns out that Softbank has been the buyer of enormous quantities of leveraged call options on US mega-tech shares. The result? A... Read More

Searchlight: R30.00
Add to cart


Looking for dips
General - 7 September 2020

Yesterday, Capitec issued a trading statement. Ingham Analytics have handily issued a Searchlight entitled “Looking for dips” that coincides with the statement for the six months ended August 2020. The previous two notes on Capitec that proved popular downloads were “Tito’s shocker less of a shocker... Read More

Searchlight: R30.00
Add to cart


Powell-ing along
General - 2 September 2020

Ingham Analytics has published a thought-provoking Equity and Credit Markets Insight entitled “Powell-ing along” and at this time of record US markets unpacks useful information for investors exposed internationally. Risk-taking in US financial markets they say has reached epic proportions. Some stocks and indices are at... Read More

Insight: R45.00
Add to cart


Gold bug?
General - 31 August 2020

If you’re keen on gold Ingham Analytics has issued a note entitled “Gold bug?” Gold is flying. Even Berkshire Hathaway has belatedly become a gold bug. What is driving this? And why is South Africa not reaping the bonanza that Australia is? For investors keen on... Read More

Searchlight: R30.00
Add to cart