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BHP - Changing the guard and betting on oil
Mining - 14 November 2019

Mike Henry has been appointed CEO and takes over on 1 January 2020. A 16-year veteran of BHP he is currently President Operations, Minerals Australia. The announcement comes in the same week that BHP held a briefing in Sydney on its petroleum portfolio. BHP takes the... Read More

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FirstRand - “Outperfomer”
Banks - 6 November 2019

Our most recent note on FirstRand entitled “FNB in the driving seat” was issued two months ago when the share price was R60. Our price target was R67, which has now been reached. This gives FirstRand the distinction of being the outperformer of the big four... Read More

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Sasol - We all invest in companies like Sasol for dividend pay-outs, with the current situation at hand it looks less likely over the next two years
Oil & Gas Producers - 30 October 2019

With the delayed release of the financial results for the twelve months ended 30 June 2019 it is now confirmed that the dividend has been passed. Ingham Analytics give their latest view on Sasol and shall re-evaluate their earnings outlook in the light of this latest... Read More

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Sanlam - Power of Digital Disruption (and Partnerships)
Life Insurance - 23 October 2019

We rate Sanlam and Santam as shares to consider owning. They have historically been relatively resilient, and we regard both as being historically well-managed businesses.

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Sasol -Lake Charles waiting game
Oil & Gas Producers - 17 October 2019

The share has been under pressure since 22 May, the date the company announced that costs at the project would again overrun. Ingham Analytics have just released a report which says there are balance sheet concerns and estimates at which point Sasol would have to halt... Read More

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A materials matter
Construction & Materials - 9 October 2019

Ingham Analytics says building and construction has had a torrid time and the sector as represented on the JSE is a shadow of what it was. Raubex has flagged that headline earnings for the first six months of the 2020 financial year will be around 70%... Read More

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Regulatory woes
Health Care Equipment & Services - 3 October 2019

Ingham Analytics says healthcare stocks Mediclinic, Life Healthcare, and Netcare have been pummelled and as if the National Health Insurance Bill wasn’t enough there is now the Health Market Inquiry report, creating further uncertainty. They assess the implications for the big three hospital groups. The insights,... Read More

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BHP - Oil price boost from Saudi production disruption
Mining - 25 September 2019

For investors looking to play the recent oil disruption theme, BHP is one stock that benefits from higher oil prices. The pre-dawn attacks on 14 September knocked out more than half of Saudi Arabia’s output or 5% of global oil supply, which is 5.7m barrels per... Read More

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Sasol Compendium
Oil & Gas Producers - 18 September 2019

Ingham Analytics is close to the action at Sasol and has issued several insightful notes since 4 April when “Pain at the pump, gain on the share” was issued. “Louisiana Blues”, issued on 24 May, was especially pertinent given the newsflow that has come out on... Read More

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BHP - Earnings outlook remains encouraging
Mining - 15 September 2019

BHP is a good option for South African investors seeking alternatives in mining without the geographic and political risk of JSE mining stocks. BHP has no mining in South Africa, having effectively divested through the unbundling of South32. It is a significant player in iron ore... Read More

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