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Tech and the Treasury 10s
General - 21 July 2020

A dichotomy between equity and fixed income markets in the US spells danger for investors riding the Tech boom post-March this year. Now is the time to take out an effective hedge. What might that hedge be? In “Tech and the Treasury 10s” top trader Andrew... Read More

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Saudi Arabian stalking horse
General - 19 July 2020

Is Barloworld in play? In “Saudi Arabian stalking horse” Ingham Analytics deduce that this could be the case. And it may come from a surprising source, a Middle Eastern business that has already built a sizeable stake. There is an opportunistic element to this with the... Read More

Trader: R15.00
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US data provides a chink of light in COVID-19 gloom
General - 13 July 2020

Savings rates in the United States have mushroomed say Ingham Analytics (unlike in South Africa). Why should this be so? They point to a couple of dynamics at place, which may take you by surprise at a time of gloomy media headlines. Fascinating data is presented... Read More

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(I)n (M)y (F)ace... and yours
General - 12 July 2020

COVID-19 isn’t the cause of the swift descent into imminent national bankruptcy, South Africa had a pre-existing fiscal malaise that made it hypersensitive to the slightest of ailments. South Africa has now finally run out of fiscal runway and the country now has punishingly high nominal... Read More

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Capitec takes the stage in “Rating retreat
General - 8 July 2020

Ingham Analytics have issued an updated note on Capitec, one of the darlings of retail investors, smart institutional fund managers locally and overseas, depositors and borrowers for many years. Net loans and advances have grown by a compound rate of 18% pa between F2012 and F2020... Read More

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Fighting inflation
General - 6 July 2020

Ingham Analytics has issued a Trader note entitled “Fighting inflation” which asks a straightforward question. How could you protect yourself? Savings rates have dropped by 250 basis points since January 2020, in line with the repo rate. Stats SA say CPI is 3% but by their... Read More

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Pricing Methodology for inflation linked bonds and inflation linked buy/Sell-Backs
General - 6 July 2020

Our Trader note entitled "Fighting Inflation" says that as deposit savings rates are also linked to the repo rate, which has declined, so too has the interest rate you earn on savings been hit. This means you're earnings less than inflation. The Satrix ILBI ETF is... Read More

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Is the Reserve Bank Father Christmas?
General - 2 July 2020

Financial plumbing is one the Ingham Analytics core competencies and this latest note on the South African Reserve Bank, entitled “Is the Reserve Bank Father Christmas?” will be of interest in that regard, and the implications for customers of commercial banks, investors in JSE listed banks... Read More

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Cold on coal
General - 1 July 2020

Ingham Analytics has issued an updated note on Anglo American entitled “Cold on coal” which as the name suggest takes a look at the coal assets of the Group and what contribution can be expected this year. Metallurgical and thermal coal combined contributed 35% of Group... Read More

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iQIYI - a s(c) or (t)reaming deal for Tencent?
Media - 29 June 2020

In the curiously entitled Trader “iQIYI - a s(c) or (t)reaming deal for Tencent?” Ingham Analytics say speculation that Tencent is in talks with Baidu to take a majority shareholding in iQIYI has boosted the share price of Tencent and to a lesser extent Prosus and... Read More

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