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Iron ore and steel defies COVID-19 macro gloom
Banks - 13 May 2020

So, the COVID-19 lockdowns around the world must surely have had a devastating impact on mining, including iron ore, and the steel industry? Well, Ingham Analytics has some surprising news for investors in BHP and Kumba. Nothing of the sort. Iron ore and steel demand is... Read More

Trader: R15.00
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“Why do central banks do what they do?”
Banks - 11 May 2020

What could the South African Reserve Bank do that would be a fool’s errand that will end badly for the country? In “Why do central banks do what they do?” top trader Andrew Kinsey takes on central banks for being far more contentious than they should... Read More

Insight: R45.00
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Lower for longer on rates?
Banks - 6 May 2020

In “Lower for longer on rates?” Ingham Analytics poses an interesting question for investors. South Africa has falling short-term interest rates (good for your mortgage repayment, not so good for banks) and higher long bond yields (bad for the government budget deficit). Amid COVID-19 lockdown, government... Read More

Insight: R45.00
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South African economic and financial fragility
Banks - 5 May 2020

Just how fragile is the South African economy and financial system? Is the coronavirus a potentially killer blow or is this an enforced opportunity to reset our common economic health and priorities. At a time of COVID-19 lockdown this is a question on all investor’s minds.... Read More

Insight: R45.00
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Eurozone Stress Fractures – Déjà vu all over again
Banks - 27 April 2020

The eurozone members are squabbling among themselves (yet again) around the economic and financial fallout of coronavirus. South Africa is not alone in having disparities. The eurozone does too. These are economic (relative wealth) and fiscal (discipline versus laxity). And what is happening in the eurozone... Read More

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A raw state - Sasol
Oil & Gas Producers - 23 April 2020

In their previous note on Sasol (“What a gas”) Ingham Analytics said they has factored in breakeven this year for Lake Charles Chemicals Project and doubted Sasol’s guidance that a profit would be made. Now, after only a few weeks, Sasol are guiding to a loss... Read More

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Whose telling fibs, equity or credit ?
Banks - 20 April 2020

Ingham Analytics has recently issued two notes under the “The Market’s Twin Towers” title followed up by “Earnings, Earnings, Earnings - What will you pay for them now?” and now “Whose telling fibs, equity or credit ?” Written by top trader Andrew Kinsey, this note highlights... Read More

Insight: R45.00
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A negative endowment
Banks - 16 April 2020

The Ingham Analytics note on South African banks entitled “COVID-19 coup de grâce for banks” was well-timed and a popular note for readers. Now, they have issued “A negative endowment” following on from the interest rate cut this week. Ingham Analytics have repeatedly warned about exposure... Read More

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Earnings, Earnings, Earnings - What will you pay for them now?
Banks - 14 April 2020

Ingham Analytics has recently issued notes on liquidity, “The Market’s Twin Towers” Part 1: Liquidity (31 March 2020), and volatility, “The Market’s Twin Towers” Part 2: Volatility. Now, top trader Andrew Kinsey in “Earnings, Earnings, Earnings - What will you pay for them now?” examines the... Read More

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The volatility of low volatility
Banks - 8 April 2020

Ingham Analytics issues an Equity Insight entitled “The volatility of low volatility”. ... Read More

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