Partner with US
login
Open Free Account

Resources

What’s happening on Wall Street – 9 October 2019

/
The escalating trade tensions are pushed back into the spotlight, and the markets are feeling it! The S&P 500 declined over 1.5% along with ...
Find out more >

U.S. Non-Farm Payrolls (NFP) release – 4 October 2019

/
The world's stock markets were on sale over the last two days as the downturn continues ahead of Jobs Friday. Today's pending economic data ...
Find out more >

U.S Market Technical Trade Sentiments  – 2 October 2019

/
The U.S economy is slowing down. It seems that President Trump's ongoing trade disputes with China might be finally coming home to roost.
Find out more >

U.S Market Technical Sentiments - 26 September 2019

/
To impeach or not to impeach? It's all about the United States today with U.S President Donald Trump making his case, the U.S Markets and ...
Find out more >

The Safe Havens Commodity Report – 25 September 2019

/
Commodities are finding new buyers as global economic uncertainty picks up momentum along with the latest move to impeach President Trump, ...
Find out more >

South African Interest Rate Decision - 19 September 2019

/
The South African Reserve Bank (SARB) 's monetary policy committee (MPC) will announce the interest rate decisions today at 15:00 SAST.
Find out more >

U.S Federal Reserve (FED) interest rate decision–18 September 2019

/
The U.S. Federal Reserve's Federal Open Market Committee (FOMC) will announce whether the interest rates in the U.S. will decrease or ...
Find out more >

Market Technical Sentiments  – 12 September 2019

/
Global markets gained significantly on Wednesday as the U.S and China extend olive branches ahead of trade talks. Markets in Asia rallied ...
Find out more >

U.S. Non-Farm Payrolls (NFP) release – 6 September 2019

/
Non-Farm Payrolls are usually reported on the first Friday of the month, whereby the number of additional jobs added from the previous ...
Find out more >

Market Technical Trade Sentiments  – 4 September 2019

/
Some significant economic data was and is still set for release this week, as the trade disputes carried on. Brexit makes the headlines and ...
Find out more >

Market Technical Trade Sentiments  – 30 August 2019

/
The markets found new rigour on Thursday as the U.S and China return to the negotiation table to try and find a resolve to the tariff ...
Find out more >

Market Technical Sentiments  – 28 August 2019

/
Confusion continues, since our last report as the U.S-China trade negotiations carry on into another month of uncertainty. Jackson Hole was ...
Find out more >

The Market Update  – 22 August 2019

/
The global economy has been on a knife’s edge of late with an economic slowdown in Europe and China sparking global recession fears once ...
Find out more >

The Market Update  – 15 August 2019

/
Just as the world sighed a sigh of relief that a global recession might be averted thanks to a recent truce between the U.S and China ...
Find out more >

The Commodity Report – 14 August 2019

/
The flight to safety was abruptly halted on Tuesday when news surfaced that U.S President Trump will not go ahead with his 10% tariff ...
Find out more >

Forex Technical Trade Note Outlook Update - 8 August 2019

/
With China adding a new dimension to the now-famous tit for tat tariff disputes, weakening the Yuan might neutralize President Trump's next ...
Find out more >

Forex Technical Trade Note Outlook - 07 August 2019

/
Global markets have been thrown into turmoil once again as the U.S-China trade war gains momentum with President Trump leading the charge. ...
Find out more >

U.S. Non-Farm Payrolls (NFP) release – 1 August 2019

/
Non-Farm Payrolls are usually reported on the first Friday of the month, whereby the number of additional jobs added from the previous ...
Find out more >

U.S Federal Reserve (FED) interest rate decision– 31 July 2019

/
The U.S. Federal Reserve's Federal Open Market Committee (FOMC) will announce whether the interest rates in the U.S. will decrease or ...
Find out more >

European Central Bank(ECB) leave rates unchanged

/
The European Central Bank (ECB) did not pre-empt the U.S Federal Reserve to cut interest rates on Thursday but hinted towards a rate cut ...
Find out more >

Boris Johnson wins race to be U.K Prime Minister

/
The votes are in and Boris Johnson #BOJO has taken it to become the new conservative party leader which will pave the way for him to become ...
Find out more >

The Index global market roundup  – 23 July 2019

/
With so much happening across the globe, tensions remain high between nations looking for a way forward without conflict. The Chinese have ...
Find out more >

South African Interest Rate Decision - 18 July 2019

/
The South African Reserve Bank (SARB)’s monetary policy committee (MPC) will announce the interest rate decisions today at 15:00 SAST. Here ...
Find out more >

Index Technical Trade Note – 16 July 2019

/
Since the latest JOBS report, all eyes have been focussed on the FOMC’s Powell to give guidance to which direction the FED will head into ...
Find out more >

Cryptocurrency in focus - Bitcoin

/
Is crypto back? Maybe too early to say for sure but Bitcoin is making its way back onto our radar and if the Winklevoss Twins are anything ...
Find out more >

What’s happening on Wall Street – 10 July 2019

/
Is the U.S heading for an interest rate cut? We will soon find out as the FED chair Jerome Powell will be testifying in front of the U.S. ...
Find out more >

What to expect from Gold(XAU) this week

/
We have seen not only the Forex market affected by the FED’s monetary policies, but the commodity markets have also reacted. With the FOMC ...
Find out more >

U.S. Non-Farm Payrolls (NFP) release – 5 July 2019

/
Non-Farm Payrolls are usually reported on the first Friday of the month, whereby the number of additional jobs added from the previous ...
Find out more >

What to expect in Commodity World ahead of the G20

/
Commodities have hit the pause button ahead of the G20 summit in Osaka Japan as a new round of tariff threats between the U.S and China ...
Find out more >

What’s happening on Wall Street – 26 June 2019

/
The G20 Summit in Osaka Japan is approaching fast with the Trump-Xi meeting on Saturday headlining the event for market participants. Will ...
Find out more >

Cryptocurrency – Bitcoin

/
Bitcoin has been thrusted back into the spotlight and its resurgence in value have gripped the imagination of its followers trying to make ...
Find out more >

U.S Federal Reserve (FED) interest rate decision– 19 June 2019

/
The U.S. Federal Reserve's Federal Open Market Committee (FOMC) will announce whether the interest rates in the U.S. will decrease or ...
Find out more >

The Commodity Report – 13 June 2019

/
The commodity market has become the “go-to” for investors when the equity markets take strain and this time around it is no exception. ...
Find out more >

What’s happening on Wall Street – 12 June 2019

/
The market rally we have seen over the last week has come to a halt as the U.S-China trade deal comes back into focus with President Trump ...
Find out more >

Index Technical Trade Note – 11 June 2019

/
The major Indices have been gaining momentum to the upside throughout last week and with that dismal Jobs number reported we might just see ...
Find out more >

What’s happening on Wall Street – 29 May 2019

/
Are we headed for a correction? Global economic growth fears have returned to the markets driven by the renewed trade disputes between the ...
Find out more >

South African Interest Rate Decision - 23 May 2019

/
The South African Reserve Bank (SARB)’s monetary policy committee will announce the interest rate decisions today at 15:00 SAST. Here is ...
Find out more >

The Rand(ZAR), Petrol Price & Brent Crude Oil

/
The election honeymoon period is over, and we are all waiting in anticipation for the new dawn as President Ramaphosa must start to deliver ...
Find out more >

Index Technical Trade Note – 16 May 2019

/
The trade tariff tensions between the U.S and China are escalating which has now focussed the spotlight firmly on the Federal Reserve to ...
Find out more >

Cryptocurrency - In Bitcoin We Trust?

/
Really? Is Crypto back? Over the last two months for some unknown reason Bitcoin has been gaining momentum and has broken through the ...
Find out more >

Index Technical Trade Note – 10 May 2019

/
D-Day has arrived for the U.S-China Trade negotiations as 102 words on Twitter changed the course of the markets in an instant for the ...
Find out more >

The Election Report 2019

/
Elections - The Rand (ZAR) and ALSI International Market overview Markets have been plunged into turmoil once more as President Donald ...
Find out more >

U.S. Non-Farm Payrolls (NFP) release – 3 May 2019

/
Non-Farm Payrolls are usually reported on the first Friday of the month, whereby the number of additional jobs added from the previous ...
Find out more >

The Commodity Report – 25 April 2019

/
All is not “Gold” in the world as the precious metal has been under pressure of late due to record equity markets. All is not lost for gold ...
Find out more >

Wall Street Wednesday Technical Trade Note – 24 April 2019

/
U.S markets have reached record highs once more on Tuesday as the world awaits the advance U.S GDP data on Friday around 14:30 SAST. The ...
Find out more >

The Commodity Report – 18 April 2019

/
Commodities, especially the oil market has grabbed the attention of South Africans as a rise in the Oil market might mean a rise in petrol ...
Find out more >

Wall Street Wednesday Technical Trade Note – 17 April 2019

/
Optimism over the U.S-China trade negotiations coming to an end were abruptly halted as President Trump shifted his sights to the European ...
Find out more >

U.S Index Technical Trade Note – 16 April 2019

/
Mixed signals from global markets have seen Indices push higher despite reports from the International Monetary Fund (IMF) on global ...
Find out more >

U.S Index Technical Trade Note – 11 April 2019

/
It seems that global economic growth concerns have reared its ugly head once more as the International Monetary Fund (IMF) reports all is ...
Find out more >

Wall Street Wednesday Technical Trade Note – 10 April 2019

/
Just as the end was insight for the U.S-China trade war and trade war fears were starting to subside President Trump announced his trade ...
Find out more >

The Commodity Report – 9 April 2019

/
Oil Crude Oil has made the headlines once more at the start to the trading week as Brent Crude Oil and WTI Light Crude Oil reached highs ...
Find out more >

U.S. Non-Farm Payrolls (NFP) release – Friday, 5 April 2019

/
Non-Farm Payrolls are usually reported on the first Friday of the month, whereby the number of additional jobs added from the previous ...
Find out more >

Wall Street Wednesday Technical Trade Note – 03 April 2019

/
Has the U.S-China trade negotiations reached the final hurdle before the long-awaited Trade War can be laid to rest? Well the markets are ...
Find out more >

U.S Index Technical Trade Note – 2 April 2019

/
The markets have been gaining momentum over the last two trading sessions ahead of Jobs Friday and even Bitcoin has joined in as China data ...
Find out more >

South African Interest Rate Decision - 28 March 2019

/
 The South African Reserve Bank (SARB)’s monetary policy committee will announce the interest rate decisions today at 15:00 SAST. Here is ...
Find out more >

Wall Street Wednesday Technical Trade Note – 27 March 2019

/
Lingering fears of a Global Economic slowdown were highlighted at the start of the trading week as inverted Bond yields came back into ...
Find out more >

The Forex Report – 26 March 2018

/
The forex market has been on a roller coaster ride at the start of 2019 with Global Growth concerns being a major focal point for both ...
Find out more >

U.S Federal Reserve (FED) interest rate decision– 20 March 2019

/
The U.S. Federal Reserve's Federal Open Market Committee (FOMC) will announce whether the interest rates in the U.S. will increase or ...
Find out more >

The Commodity Report – 19 March 2019

/
Commodities have been watched closely by market participants over the last couple of months which saw Oil move from a Bear market at the ...
Find out more >

Wall Street Wednesday Technical Trade Note – 13 March 2019

/
Boeing is waning heavily on the Wall Street 30 Index as the aerospace company lost another 6% which accounts for its biggest two day drop ...
Find out more >

U.S Index Technical Trade Note – 12 March 2019

/
Optimism returned to the Tech Sector as the Nasdaq led rally from yesterday saw the index gain over 2.5% as news surfaced of Nvidia’s ...
Find out more >

The Commodity Report – 11 March 2019

/
Commodities have been in focus over the last week as U.S jobs numbers disappoint, and a stronger Dollar (USD) comes into play on the ...
Find out more >

U.S. Non-Farm Payrolls (NFP) release – Friday, 8 March 2019

/
Non-Farm Payrolls are usually reported on the first Friday of the month, whereby the number of additional jobs added from the previous ...
Find out more >

Wall Street Wednesday Technical Trade Note – 06 March 2019

/
The Asian markets are rangebound as market participants await the outcome of the U.S-China Trade negotiations and another busy week for the ...
Find out more >

U.S Index Technical Trade Note – 5 March 2019

/
Markets on Monday started on a high as optimism ran wild that a trade deal between the U.S and China would be met as soon as the end of ...
Find out more >

The Commodity Report – 1 March 2019

/
With the U.S Gross Domestic Product (GDP) data release which came in better than Analysts expected showed that the U.S economy did not ...
Find out more >

Wall Street Wednesday Technical Trade Note – 27 February 2019

/
As the second summit kicks of between U.S President Donald Trump and the North Korean leader Kim Jong Un, all eyes focus on Hanoi for any ...
Find out more >

U.S Index Technical Trade Note – 26 February 2019

/
Opportunities will be in abundance this week as volatility is expected to return to the U.S Markets due to economic and political ...
Find out more >

The Commodity Report – 21 February 2019

/
Commodities, especially Gold, Oil and palladium have been in the commodities of choice for investor over 2019 as global growth concerns, ...
Find out more >

Wall Street Wednesday Technical Trade Note – 20 February 2019

/
On the cards tonight is the release of the U.S. Federal Reserve's Federal Open Market Committee (FOMC) January meeting minutes. The FOMC ...
Find out more >

JSE Equity Technical Trade Note – Investec Limited (INL) – 19 February 2019

/
Looking at the local market this morning as the financials come into focus with a depreciating Rand (ZAR) and the budget speech scheduled ...
Find out more >

US Index Technical Trade Note – 18 February 2019

/
Looking back at the previous U.S Indices technical note with the surprise Non-Farm Payrolls (NFP) number two of our three index trades have ...
Find out more >

The Commodity Report – 14 February 2019

/
Commodities have become the focal point of investors yet again as global growth concerns continue to put a damper on risk appetite. Let’s ...
Find out more >

Wall Street Wednesday Technical Trade Note – 13 February 2019

/
With a second U.S Government shutdown avoided thanks to an agreement between the Democrats and Republicans on border security, U.S markets ...
Find out more >

The Commodity Report – Crude Oil – 8 February 2019

/
Crude Oil’s slide from the October 2018 highs into a bear market has had absolutely no negative impact on the big Oil companies as one ...
Find out more >

The Forex Report – GBPUSD – 7 February 2019

/
  All eyes will be on sterling today as the Bank of England (BOE) monetary policy committee (MPC) will be announcing their interest rate ...
Find out more >

Wall Street Wednesday Technical Trade Note – 6 February 2019

/
The State of the Union address by President Trump did not move markets as was widely as SOTU was yet another wasted opportunity it seems ...
Find out more >

U.S Index Technical Trade Note - 1 February 2019

/
 
Find out more >

U.S. Non-Farm Payrolls (NFP) release – Friday, 1 February 2019

/
  Non-Farm Payrolls are usually reported on the first Friday of the month, whereby the number of additional jobs added from the previous ...
Find out more >

Wall Street Wednesday Technical Trade Note – 30 January 2019

/
Today is probably one of the busiest event driven days we have seen in a while with Trade negotiations kicking off, the release of the ...
Find out more >

U.S Federal Reserve (FED) interest rate decision– 30 January 2019

/
The U.S. Federal Reserve's Federal Open Market Committee (FOMC) will announce whether the interest rates in the U.S. will increase or ...
Find out more >

The Commodity Report – 24 January 2019

/
The World Economic Forum (WEF) is well underway and the markets have been reacting to news released from Davos. Commodities have been ...
Find out more >

Wall Street Wednesday Technical Trade Note – 23 January 2019

/
The World Economic Forum (WEF) held in Davos has kicked off with a bang, market fears followed by a selloff in the U.S markets were renewed ...
Find out more >

JSE Equity Technical Trade Note - 22 January 2019

/
With the selloff we saw in the Retail sector last week, wiping out Billions of Rands we might see some opportunities come through soon, for ...
Find out more >

South African Interest Rate Decision - 17 January 2019

/
The South African Reserve Bank (SARB)’s monetary policy committee will announce the interest rate decisions today at 15:00 South African ...
Find out more >

Wall Street Wednesday Technical Trade Note – 16 January 2019

/
As the European markets digest the Brexit situation it seems that the U.S market is just pushing higher despite the government shutdown. ...
Find out more >

JSE Equity Technical Trade Note - 15 January 2019

/
Looking at the local market today as there might be some opportunities that might unfold over the week. The companies that I have ...
Find out more >

The Forex Report – Forex Friday – 11 January 2019

/
With international markets in a sort of limbo, mostly waiting on the outcome on the U.S Federal Government Shutdown we take a look at some ...
Find out more >

The Commodity Report – 10 January 2019

/
The commodity sector has certainly be a focal point for investors over the month of December 2018 and looking back at our last Commodity ...
Find out more >

Wall Street Wednesday Technical Trade Note – 9 January 2019

/
The start to the trading year is off with a bang as the Americans and Chinese re-enter trade negotiations which might see a positive ...
Find out more >

U.S. Non-Farm Payrolls [NFP] release Friday 4th January 2019

/
  Non-Farm Payrolls are usually reported on the first Friday of the month, whereby the number of additional jobs added from the previous ...
Find out more >

BHP Billiton, "Buy-back complete and special dividend announced", 19 December 2018, MN Ingham

/
Mining BHP Billiton   “Buy-back complete and special dividend announced”           Share price: AUD33.49 ASX, GBP16.32 LSE, ZAR298.75 JSE ...
Find out more >

Wall Street Wednesday Technical Trade Note – 12 December 2018

/
We saw the U.S markets rise on Tuesday after news broke that the U.S and China’s top negotiators have reengaged talks for the first time ...
Find out more >

BHP Billiton, "Maintaining discipline", 11 December 2018, MN Ingham

/
Mining BHP Billiton   “Maintaining discipline”           Share price: AUD31.72 ASX, GBP15.62 LSE, ZAR281.70 JSE Net shares in issue: 2.11 ...
Find out more >

The Commodity Report – 10 December 2018

/
With the current global market uncertainty and with the U.S market selloff we have seen recently it is very clear that commodities might ...
Find out more >

The Forex Report – Forex Friday – 7 December 2018

/
With the current market uncertainty around the world, all eyes will be on this afternoon’s U.S Non-Farm Payrolls being released at 15:30 ...
Find out more >

ADP Non-Farm Employment change - Update for U.S Non-Farm Payrolls (NFP)

/
The U.S. ADP Non-farm Employment Change is a very good predictor of the Non-Farm Payrollsreport as the ADP Non-Farm Employment Change ...
Find out more >

Sasol, "Pricing for lower Brent", MN Ingham, 6 December 2018

/
Sasol                      “Pricing for lower Brent” Share price: R420  Net shares in issue: 624.5 million Market cap: R262.2 billion F2019 ...
Find out more >

U.S. Non-Farm Payrolls [NFP] release Friday 7th December 2018

/
Non-Farm Payrolls are usually reported on the first Friday of the month, whereby the number of additional jobs added from the previous ...
Find out more >

The Commodity Report – 3 December 2018

/
With the G20 behind us and a positive outcome around the insuring tariff disputes between the U.S and China we are seeing the commodities ...
Find out more >

Wall Street Wednesday Technical Trade Note – 28 November 2018

/
All eyes will be focussed on whether the U.S and China can find a resolution later this week at the G-20 summit in Argentina. The trade ...
Find out more >

Cryptocurrency news flash – 23 November 2018

/
Cryptocurrencies and especially Bitcoin have made the headlines once more as crypto assets have been sold off at an alarming rate over the ...
Find out more >

The Forex Report – FX Friday – 23 November

/
Yesterday was a very eventful day as the South African Reserve Bank (SARB)’s monetary policy committee announced a 25-basis point increase ...
Find out more >

South African Interest Rate Decision - 22 November 2018

/
The South African Reserve Bank (SARB)’s monetary policy committee will announce the interest rate decisions today at 15:00 South African ...
Find out more >

Sibanye: AMCU strikes, MN Ingham, 21 November 2018

/
Sibanye AMCU strikes Share price: R9.42   Net shares in issue:2,26 billion Market cap: R21.2 billion   On a blended DCF and EV basis I ...
Find out more >

Wall Street Wednesday Technical Trade Note – 21 November 2018

/
The International market selloff has put the start of a Christmas rally into question as the Dow closed lower by 2.21% erasing all gains we ...
Find out more >

The Commodity Report – 20 November 2018

/
With the tech selloff from yesterday on the Nasdaq and the Asian session lower this morning, we might see safe havens come back into play ...
Find out more >

The Forex Report – FX Friday – 16 November 2018

/
  The European zone has been the topic of discussion this week as BREXIT is pushed firmly into the spotlight once more. We have seen ...
Find out more >

FirstRand: "Perfection pricing", MN Ingham, 14 November 2018

/
I have consistently maintained FirstRand as preferred exposure in this sector and that the bank warrants a premium in the banking sector. ...
Find out more >

Wall Street Wednesday Technical Trade Note – 14 November 2018

/
With that impressive run we saw on the Dow after the Midterm elections came to a close the focus turns back to U.S and China trade talks. ...
Find out more >

The Commodity Report – 12 November 2018

/
With Brent Crude Oil entering a bear market last week it seems that Saudi Arabia is open to talks of cutting Oil production to try and curb ...
Find out more >

FED interest rate decision 8 November 2018

/
U.S Federal Reserve (FED) interest rate decision The U.S. Federal Reserve's Federal Open Market Committee (FOMC) will announce whether the ...
Find out more >

Wall Street Wednesday Technical Trade Note - 7 November 2018

/
As the Democrats take the House of Representatives in the Midterm elections the Republican have gained even more footing within the Senate. ...
Find out more >

The Commodity Report – 5 November

/
The sanctions imposed by the U.S on Iran are taking effect as of today and possibly bringing with it the biggest supply disruption we have ...
Find out more >

BHP Billiton, "Forward earnings materially higher at current spot commodity prices", 5 November 2018, MN Ingham

/
In trading strategies, it is important to factor in that future earnings could be materially higher than is being assumed by sell-side ...
Find out more >

Imperial: AGM update, MN Ingham, 30 October 2018

/
Industrial Transportation          Imperial                      AGM update Share price:R160   Net shares in issue: 200 million Market cap: ...
Find out more >

ADP Non-Farm Employment change - Update for U.S Non-Farm Payrolls (NFP)

/
The U.S. ADP Non-farm Employment Change is a very good predictor of the Non-Farm Payrolls report as the ADP Non-farm Employment Change ...
Find out more >

Wall Street Wednesday Technical Trade Note - 31 October 2018

/
Wall Street Wednesday Technical Trade Note – 31 October 2018 With our outlook of the 17th playing out nicely we might see some relief ...
Find out more >

The Equity Report – Technical Trade note on Compagnie Financiere Richemont SA 30 October 2018

/
With the joint venture between Richemont and Alibaba, the future growth prospects for Richemont are looking good. The market has started to ...
Find out more >

U.S. Non-Farm Payrolls 2 November 2018

/
U.S. Non-Farm Payrolls (NFP) release Friday 2ndof November 2018 Non-Farm Payrolls are usually reported on the first Friday of the month, ...
Find out more >

The Forex Report – FX Friday - 26 October 2018

/
Dollar strength is currently the talk of the town as the greenback has gained close to 3% over the last month. If the Dollar continues to ...
Find out more >

BHP Billiton, “US disposals on track”, 24 October 2018, MN Ingham

/
Other than FX changes affecting the LSE and JSE share prices, BHP Billiton has remained fairly firm on the Australia Stock Exchange. In ...
Find out more >

Wall Street Wednesday Technical Trade Note - 17 October 2018

/
Wall Street Wednesday Technical Trade Note – 17 October 2018 With the major selloff we saw in international markets last week, the market ...
Find out more >

Spot EPS eases off - Mark Ingham 15 October 2018

/
Sasol                      “Spot EPS eases off” Share price: R524  Net shares in issue: 624.5 million Market cap: R327.2 billion F2019 PE ...
Find out more >

Cryptocurrency Newsflash - 10 October 2018

/
Mainstream economists are warning that there are signs pointing to a market implosion in cryptocurrencies on the horizon. Juniper Research, ...
Find out more >

Tencent dog still wagging the Naspers tail - Mark Ingham 09 October 2018

/
Cable and Satellite Media          Naspers/Tencent   “Tencent dog still wagging the Naspers tail” NPN share price ZAR: R2,870  NPN net ...
Find out more >

Technical Trade note on DAX 30 - 9 October 2018

/
I am revisiting my trade note I did on the German index (DAX 30) from 26 June where it looked like the early formation of a head and ...
Find out more >

Technical Outlook on Wall Street 30 for Non-Farm Payrolls 5 October 2018

/
I am currently looking at the Wall Street 30 to see if the current pattern will playout or not. The Wall Street 30 is currently in a rising ...
Find out more >

U.S. Non-Farm Payrolls [NFP] release Friday 5th October 2018

/
U.S. Non-Farm Payrolls (NFP) release Friday 5thof October 2018 Non-Farm Payrolls are usually reported on the first Friday of the month, ...
Find out more >

Imperial: "Value ahead of Motus unbundling", MN Ingham, 3 October 2018

/
Industrial Transportation             “Value ahead of Motus unbundling” Share price:R167.00 Net shares in issue: 200 million Market cap: ...
Find out more >

Cryptocurrency Newsflash - 03 October 2018

/
Not much has changed in the cryptocurrency world since my last newsflash note, except that the latest craze in this space is a thing called ...
Find out more >

Technical trade note on Sibanye-Stillwater (SGL)

/
Sibanye has had its fair share of hardships this year, but it seems that the miner’s share price might just be set for a turn around. We ...
Find out more >

Cryptocurrency Newsflash - 27 September 2018

/
Red flags were raised as news surfaced that some exchanges have reported obscure trading volumes being on their platforms. BitForex, a ...
Find out more >

Wall Street Wednesday Technical Trade Note - 26 September 2018

/
Trade Conviction: Medium With the pending interest rate decision later tonight, we might just see the U.S Indices have a sell-off in the ...
Find out more >

Merafe: "Ferrochrome remains buoyant", MN Ingham, 25 September 2018

/
Mining         Merafe                      “Ferrochrome remains buoyant” Share price:163 cents Net shares in issue: 2,51 billion Market ...
Find out more >

U.S Federal Reserve (FED) interest rate decision & impact on South Africa 26 September 2018

/
The U.S. Federal Reserve's Federal Open Market Committee (FOMC) will announce whether the interest rates in the U.S. will increase or ...
Find out more >

Technical Trade Note on BHP Billiton (BIL) - 21 September 2018

/
It has been a month since my previous note on BHP Billiton, after hitting our target price the price action has moved significantly lower. ...
Find out more >

Technical Trade Note on Nasdaq 100 - 21 September 2018

/
With the U.S. markets pushing higher to all time highs I am looking at the tech sector and the Nasdaq 100 index to do the same over the ...
Find out more >

South African Interest Rate Decision

/
The South African Reserve Bank (SARB)’s monetary policy committee will announce the interest rate decisions today at 15:00 South African ...
Find out more >

Technical Trade note on Sasol Limited (JSE:SOL) - 20 September 2018

/
Our Sasol Limited (SOL) trade did not trigger and sold off within the bull flag back to the trend support line (Red dotted). I have revised ...
Find out more >

Cryptocurrency Newsflash - 18 September 2018

/
The battered and bruised cryptocurrency market does not seem to deter the number of new hedge fund entrants into the market. According to ...
Find out more >

Technical Trade note on Sasol Limited (JSE:SOL) - 17 September 2018

/
Looking at the price action of Sasol Limited (SOL) we can see the price has been in an uptrend over the last couple of months. Taking a ...
Find out more >

UK Interest Rate Decision 13 September 2018

/
The Bank of England (BOE) monetary policy committee will be announcing their interest rate decision today at 13:00 South African time. Here ...
Find out more >

Cryptocurrency Newsflash - 12 September 2018

/
Cryptocurrencies have plunged to new depths on Wednesday as the Crypto Crash of 2018 has now surpassed the Dot-Com crash we saw in the year ...
Find out more >

Naspers claws back some of the discount to Tencent, MN Ingham, 11 September 2018

/
On a relative basis, Naspers has outperformed Tencent in the past few weeks. This relative outperformance of late could reverse in time so ...
Find out more >

Technical Trade note on Vodacom Group Limited (VOD) - 11 September 2018

/
CONVICTION: MEDIUM With the spotlight firmly on the telecoms sector over the last couple of weeks, Vodacom Group Limited (VOD) might be set ...
Find out more >

U.S. Non-Farm Payrolls [NFP] release Friday 7th September 2018

/
U.S. Non-Farm Payrolls (NFP) release Friday 7 September Non-Farm Payrolls are usually reported on the first Friday of the month, whereby ...
Find out more >

Technical trade idea on South 32 Limited (S32) - 6 September 2018

/
CONVICTION: HIGH (if resistance is broken) South 32 Limited (S32) a diversified miner recently released some solid results and is looking ...
Find out more >

Cryptocurrency Newsflash - 6 September 2018

/
Cryptocurrencies fell sharply on Wednesday to a nine-month low as concerns are growing that the broader adoption of cryptocurrencies will ...
Find out more >

Wall Street Wednesday Technical Trade Note - 05 September 2018

/
Trade Conviction: Medium The U.S markets have been the focus of much debate over the last couple of days as market analysts contemplate if ...
Find out more >

Sasol - Newsflash - Spot 2020 EPS edges closer to R100

/
Sasol                      “Spot 2020 EPS edges closer to R100” Share price: R575  Net shares in issue: 612,2 million Market cap: R352 ...
Find out more >

Technical trade note on Nymex Light Crude / West Texas Intermediate (WTI) crude oil - 4 September 2018

/
U.S sanction on Iran has put oil back into the spotlight as the world’s top buyers of oil are starting to feel the squeeze. Countries like ...
Find out more >

BHP Billiton - Giving back cash

/
BHP BILLITON Share price: AUD33,78 ASX, GBP16,69 LSE, ZAR319,80 JSE Net shares in issue: 2,11 billion LSE and JSE Net shares in issue: 3,21 ...
Find out more >

Cryptocurrency Newsflash - 28 August 2018

/
The price of Bitcoin is ticking higher once more even though news surfaced that the adoption of Blockchain technology in corporate America ...
Find out more >

Nasdaq 100 trade update - 27 August 2018

/
The Nasdaq 100 is at all-time highs and the technical trade note has played out well. We have reached our target price and I have move our ...
Find out more >

Cryptocurrency Newsflash - 24 August 2018

/
On Wednesday we saw a surge in the Bitcoin price to $6875 as another round of Crypto exchange traded fund (ETF) providers were due for ...
Find out more >

Bidcorp results - stock offering attractive comparable value

/
  Bidcorp presents comparatively good value relative to international peers. At R290, the stock trades on a forward PE of 20x and EV/EBITDA ...
Find out more >

Wall Street Wednesday Technical Trade Note - 22 August 2018

/
Trade Conviction: Medium Just as quick as the U.S. market reached new highs on Tuesday, sending the S&P to a new intraday record we saw an ...
Find out more >

Technical trade note on BHP Billiton (BIL) - 21 August 2018

/
BHP Billiton (BIL) has released solid results for the period ending the 30th of June 2018. With an increase in profits over the period to a ...
Find out more >

Technical trade note on Nasdaq 100 - 20 August 2018

/
The infamous FAANG stocks have been under pressure of late but looking at the bigger picture, the Nasdaq 100 is still pushing higher ever ...
Find out more >

Technical trade note on S&P500 - 17 August 2018

/
The U.S markets have rebounded significantly from the recent sell off we saw internationally on Wednesday. Yesterday we saw dip buyers ...
Find out more >

Naspers, Overreaction to Tencent Q2, MN Ingham, 16 August 2018

/
The Naspers reaction yesterday to the Tencent Q2 and six month result was overdone. Naspers was down 8% to R3,060 per share.  The result ...
Find out more >

Cryptocurrency Newsflash - 14 August 2018

/
Cryptocurrencies just can’t seem to catch a break as we saw Bitcoin fell over 6% below $6000 per coin in the Tuesday morning trading ...
Find out more >

Forex Technical Note USD GBP EUR ZAR - 10 August 2018

/
We have seen volatility return to emerging market currencies as the Turkish Lira lost over 5% in yesterday’s trade and is continuing its ...
Find out more >

Technical trade note on Wall Street 30 Updated - 8 August 2018

/
We have seen some positive movement on Wall Street 30 from the release of the Non-Farm Payrolls (NFP) number. The number came in a lot ...
Find out more >

Cryptocurrency Newsflash - 08 August 2018

/
Bitcoin has broken down from the $6879 support level as highlighted in our crypto newsflash note from the 6th of August. The cryptocurrency ...
Find out more >

Brait - Mind the gap

/
I continue to recommend avoiding Brait. The latest results from troubled New Look don’t hold out much hope that we’ll see recovery in that ...
Find out more >

Cryptocurrency Newsflash - 06 August 2018

/
Crypto currencies, especially Bitcoin came under pressure over the last week, giving back almost all the gains from the July breakout. The ...
Find out more >

Technical trade note on Wall Street 30 - 3 August 2018

/
I will be looking at Wall Street 30 as my Non-Farm Payroll (NFP) trade as the jobs number will have a direct impact on the index. Two ...
Find out more >

U.S. Non-Farm Payrolls [NFP] release Friday 3rd August 2018

/
Non-Farm Payrolls are usually reported on the first Friday of the month, whereby the number of additional jobs added from the previous ...
Find out more >

Sasol Fundamental Analysis- Pick a number

/
Further to my trading statement analysis dated 20 July, as each day that goes by with Brent crude oil at above $70/bbl so the EPS effect ...
Find out more >

UK Interest Rate Decision 2 August 2018

/
The Bank of England (BOE) monetary policy committee will be announcing their interest rate decision today at 13:00 South African time. ...
Find out more >

U.S Federal Reserve (FED) interest rate decision & impact on South Africa.

/
The U.S. Federal Reserve's Federal Open Market Committee (FOMC) will announce whether the interest rates in the U.S. will increase or ...
Find out more >

Glencore Fundamental Analysis- Q2 production has no surprises but legal issues dampen investment case

/
Glencore Q2 production had no surprises and annual guidance has been kept, with the exception of lead and coal that are revised slightly. ...
Find out more >

Cryptocurrency Newsflash - 31 July 2018

/
Bitcoin has been a hot topic over the month of July as we saw the cryptocurrency surge over the $8000/ coin mark. With the price currently ...
Find out more >

Cryptocurrency Newsflash - 25 July 2018

/
Cryptocurrency Newsflash – 25/07/2018 The burning question on every cryptocurrency investor’s mind is whether Bitcoin is back? ...
Find out more >

Technical trade note on Wall Street 30

/
With earnings season in full swing I will be looking to buy Wall Street 30 if we see a daily close above the 25225 price level.
Find out more >

Technical trade note on the FTSE 100

/
In conjunction with our GBP/USD currency pair trade from earlier today I will be looking to buy the FTSE 100 if we see a daily close above ...
Find out more >

Kumba Iron Ore Fundamental Analysis- Check the change in divided policy.

/
Mining - Kumba Iron Ore  
Find out more >

Technical trade note on GBP/USD

/
There might be more down side for the GBP/USD currency pair from current levels if we see the Dollar (USD) strengthen from current levels.
Find out more >

AngloGold Ashanti Fundamental Analysis - Barrick veteran appointed new CEO

/
AngloGold Ashanti  
Find out more >

Sasol Fundamental Analysis - Trading statement analysis

/
Sasol Share price: R500  Net shares in issue: 610,7 million Market cap: R305,5 billion Forward PE F2018: 12,1x Forward dividend yield: 2,6% ...
Find out more >

Technical trade notes ahead of interest rate decision - 19 July 2018

/
With the looming interest rate decision, we might see some movement on the local front. I will be looking at the Alsi Sept 18 and the ...
Find out more >

South African Interest Rate Decision - 19 July 2018

/
The South African Reserve Bank (SARB)’s monetary policy committee will announce the interest rate decisions today at 15:00 South African ...
Find out more >

Cryptocurrency Flash News - 18 July 2018

/
Cryptocurrency Flash news – 18/07/2018 Cryptocurrencies have made a turn around since the weekend and we have seen Bitcoin gain over 3% ...
Find out more >

Sibanye Fundamental Analysis - Wheaton streams in cash

/
Sibanye “Wheaton streams in cash” Share price: R7,38   Net shares in issue:2,2 billion Market cap: R16,0 billion On a blended DCF and EV ...
Find out more >

Technical trade AUD / USD - 16 July 2018

/
Trade note on AUD/USD 16 July 2018 If we see weakness coming through on the Dollar index (DXY) from current levels we might just see the ...
Find out more >

Fundamental Analysis BHP Billiton - Iron ore ends the year positively

/
BHP BILLITON Sector: Mining Share price: AUD33,33 ASX, GBP16,42 LSE, ZAR287,87 JSE Net shares in issue: 2,11 billion LSE and JSE Net shares ...
Find out more >

Technical trade BRENT CRUDE OIL - 12 July 2018

/
As soon as news broke out that the Saudis had indicated that they may raise production to a record 11 million barrels a day with effect ...
Find out more >

Steinhoff - Option pricing

/
Steinhoff - “Option pricing” Fundamentals by Mark Ingham In providing context, I think the result for the six months ended 31 March 2018 ...
Find out more >

Trading Cryptocurrency, Bitcoin & Ethereum

/
What can be said about Cryptocurrency that has not been said or talked about before? Crypto has been the global talking point over the last ...
Find out more >

Technical trade GOLD (XAU) - 6 July 2018

/
Trade idea on Gold (XAU) We have seen a selloff in Gold (XAU) over the month of June and it looks like the buyers are returning to the ...
Find out more >

Technical Trade Note Kumba Iron Ore JSE:KIO - Updated

/
Update – Kumba Iron Ore (KIO) – 04/07/2018 Kumba Iron Ore (KIO) has finally reached our first target price of 32499c and it has been a real ...
Find out more >

U.S. Non-Farm Payrolls [NFP] release Friday 6th July 2018

/
US Non-Farm Payroll Release It is time again for the monthly US Non-Farm Payroll (NFP) numbers to be released. The US Non-Farm Payroll ...
Find out more >

Glencore DOJ investigation perspective by Mark Ingham

/
Just as Glencore thought it had put a few headaches behind it in DR Congo, the miner receives a subpoena from the US Department of Justice ...
Find out more >

Sibanye, Legal shakedown looms by Mark Ingham

/
Sibanye “Legal shakedown looms” Share price: R8,00   Net shares in issue:2,2 billion Market cap: R17,6 billion Blended DCF and EV basis I ...
Find out more >

Technical trade DAX 30 Index - 26 June 2018

/
Trade idea on the DAX 30 Waning economic data out of Germany over the last six months has seen German IFO business climate sentiment Index ...
Find out more >

Kumba Iron Ore, trading statement context

/
Kumba Iron Ore, trading statement context First half earnings will be a lot lower than the first half of F2017. Whilst KIO is guiding ...
Find out more >

U.K Interest Rate Decision

/
The Bank of England (BOE) monetary policy committee will be announcing their interest rate decision today at 13:00 South African time.
Find out more >

Technical trade note Truworths - 19 June 2018

/
Trade idea on Truworths International Limited (TRU) The price of Truworths International Limited (TRU) has been consolidating over the last ...
Find out more >

Anglo American in a good space with respect to the draft mining charter 18 June 2018 by Mark Ingham

/
Anglo American                         “Anglo American in a good space with respect to the draft mining charter” Sector: Mining Share ...
Find out more >

Technical trade note ALSI - 15 June 2018

/
We have seen a steady decline in the Rand over the last couple of trading sessions due to economic and political uncertainty combined with ...
Find out more >

Grindrod Shipping listing on NASDAQ 13 June 2018 by Mark Ingham

/
Grindrod With respect to the impending Primary Listing of Grindrod Shipping on the NASDAQ (18 June 2018) and Secondary Listing on the JSE ...
Find out more >

Technical trade note Old Mutual PLC - 13 June 2018

/
Trade idea on Old Mutual PLC (OML) This Old Mutual PLC (OML) trade opportunity was brought to my attention by Piru Harington who is one of ...
Find out more >

How the FED interest rate decision will impact South Africa

/
U.S Federal Reserve (FED) interest rate decision & impact on South Africa. The U.S. Federal Reserve's Federal Open Market Committee (FOMC) ...
Find out more >

Technical trade note GBP/USD - 12 June 2018

/
Trade idea on GBP/USD The GBP/USD (cable rate) has been moving lower as we see U.K Prime Minister Theresa May’s landmark Brexit deal goes ...
Find out more >

Sibanye Gold Limited (trading as Sibanye-Stillwater) 07 June 2018 by Mark Ingham

/
Sibanye has halved in price since the announcement on 14 December 2017 that Sibanye and Lonmin reached agreement on the terms of a ...
Find out more >

Harmony Gold Mining Company Limited 06 June 2018 by Mark Ingham

/
As part and parcel of the Moab Khotsong acquisitions, Harmony has successfully raised new capital via an initial share placement and a ...
Find out more >

Technical trade note NASDAQ - 01 June 2018

/
Update – NASDAQ trade note – 07/06/2018 Our Non-Farm Pay rolls trade idea on the NASDAQ has had a stellar run and reached our first target ...
Find out more >

Sasol - Forward spot EPS surges, 05 June 2018

/
Sasol | Fundamental and Technical Note        “Forward spot EPS surges” Sector: Energy Share price: R479  Net shares in issue: 610,7 ...
Find out more >

Technical trade note BARCLAYS [JSE:BGA] - 05 June 2018

/
Trade idea on Barclays Africa Group Ltd. (BGA) I have been keeping an eye on Barclays Africa Grp Limited (BGA) after a head and shoulder ...
Find out more >

Technical trade note PALLADIUM [XPD/USD] - 04 June 2018

/
Technical take on Palladium (XPD/USD) The commodities have been in focus over the last couple of months with the looming trade war between ...
Find out more >

MTN Iran update, MN Ingham, 31 May 2018

/
MTN Iran update On MTN, US sanctions on Iran will prevent MTN from bringing back at least R1,5 billion per annum in cash to SA. I estimate ...
Find out more >

Technical trade note African Rainbow Mineral Limited [ARI] - 01 June 2018

/
Trade idea on African Rainbow Mineral Limited (ARI) African Rainbow Mineral Limited (ARI) have been testing the 11419c per share level on a ...
Find out more >

U.S. Non-Farm Payrolls [NFP] release Friday 1st June 2018

/
US Non-Farm Payroll Release Yes, folks it is that time again for the monthly US Non-Farm Payroll (NFP) numbers to be released. The US ...
Find out more >

STAR interim result assessment 29 May 2018 by Mark Ingham

/
Catch a falling STAR? Underlying result is mixed and a touch weaker than may have been expected. Negative Steinhoff sentiment and the ...
Find out more >

Technical trade note GOLD [XAU] - 29 May 2018

/
Technical Trade Note on $GOLD [XAU] We have seen the price of Gold (XAU) move lower over the last two months. The price is currently ...
Find out more >

SARB rate decision market implications by Mark Ingham

/
SARB rate decision probably net supportive of ZAR but rate cutting is unlikely for the near future as the SARB is reluctant to be ...
Find out more >

Trade idea on the USD/ZAR currency pair - 24 May

/
Trade idea on the USD/ZAR currency pair. Looking at the USD/ZAR today, we might see some movement in the currency due to the Reserve Bank ...
Find out more >

SP500 - technical trade note 22 May 2018

/
Trade Idea on S&P 500 I have been following the movement of the S&P 500 closely over the last couple of weeks and with the re-test of the ...
Find out more >

Kumba Fundamental Update 22 May 2018 by Mark Ingham

/
Kumba is maintaining its production target at 44 to 45 million for the year and is targeting margin expansion and life-of-mine extension.
Find out more >

Updated Mondi Limited JSE:MND - technical trade note 21 May 2018

/
Update (2) - Mondi Limited (MND) (21/05/2018) What a roller coaster ride on Mondi Limited (MND) and we have finally reached our first ...
Find out more >

Technical Trade Note Glencore PLC [JSE:GLN] 15 May 2018

/
Technical trade note Glencore PLC (GLN) (15/05/2018) Glencore PLC (GLN) is setting up for a buy if we can get a close above 6492c per ...
Find out more >

Technical Trade Note AUD/CHF - 14 May 2018

/
Update – (16/05/2018) - AUD/CHF
Find out more >

Q1 Tencent results due 16 May 2018 by Mark Ingham

/
Tencent, now 31,2% owned by Naspers after selling 190 million shares or 2% of the 9,5 billion Tencent stock in issue, is reporting ...
Find out more >

Sasol diesel pricing update by Mark Ingham

/
Latest trends in diesel are positive for Sasol. Diesel pricing is reflecting growth in industrial production, with international distillate ...
Find out more >

UK Interest Rate Decision

/
The Bank of England (BOE) monetary policy committee will be releasing their interest rate decision today at 13:00 South African time. ...
Find out more >

Technical Trade Note Brent Crude Oil

/
Trade idea on BRENT CRUDE OIL (ICE) The oil prices have swung wildly the last couple of days and with the U.S pulling out of the Iran ...
Find out more >

Technical Trade Note Clicks [JSE:CLS]

/
UPDATE - Clicks Group Limited (CLS) We have seen the share price surge this morning over 3% due to the inclusion of the stock into the MSCI ...
Find out more >

Technical Trade Note Sappi [JSE:SAP]

/
Trade idea on Sappi Limited (SAP) Sappi Limited (SAP) has formed a rounding bottom technical pattern and looks good for a buy at a close ...
Find out more >

Trade idea on EUR/USD

/
Update - Trade possibilities on EUR/USD (17/05/2018) We have closed our trade on the EUR/USD for a 112-pip profit. Due to some indecision ...
Find out more >

U.S. Non-Farm Payrolls [NFP] release Friday 4th May 2018

/
US Non-Farm Payroll Release Yes, folks it is that time again for the monthly US Non-Farm Payroll (NFP) numbers to be released. The US ...
Find out more >

Updated Mondi Limited JSE:MND - technical trade note 2 May 2018

/
Update - Mondi Limited (MND) We have reached our first target price on Mondi Ltd (MND) and celebrating yet another profitable trade we ...
Find out more >

FED interest rate decision 2nd May 2018

/
U.S Federal Reserve (FED) interest rate decision The U.S. Federal Reserve's Federal Open Market Committee (FOMC) will announce whether the ...
Find out more >

Exxaro Resources Ltd JSE:EXX - technical trade note

/
Update (16/05/2018) - Exxaro Resources Ltd (EXX) Exxaro Resources Ltd (EXX) has reached our first target price of 12582c per share. We ...
Find out more >

BHP Billiton PLC JSE:BIL - technical trade note

/
Update (3) - BHP Billiton PLC (BIL) target price 3 reached (17/05/2018). BHP Billiton PLC (BIL) has crossed our third target price of ...
Find out more >

Mondi Limited JSE:MND - technical trade note

/
Trade idea on Mondi Limited (MND) There is a high probability that the price on Mondi Limited (MND) will move higher looking at the inverse ...
Find out more >

Mediclinic International PLC JSE:MEI - technical trade note

/
Trade idea on Mediclinic International PLC (MEI) I am looking to buy Mediclinic International PLC (MEI) at 10500c with a first target price ...
Find out more >

Old Mutual - Ready for London exit by Mark Ingham

/
Old Mutual has not been a favoured choice for me in insurance, with Discovery my top pick, followed by Sanlam. Old Mutual’s Belville ...
Find out more >

Trade idea on Old Mutual PLC (OML)

/
Trade idea on Old Mutual PLC (OML)
Find out more >

Compagnie Financiere Richemont SA JSE:CFR - technical trade note

/
Trade idea on Compagnie Financiere Richemont SA (CFR) The price action in Compagnie Financiere Richemont SA (CFR) has been testing the ...
Find out more >

U.S. Non-Farm Payrolls [NFP] release Friday 6th April 2018

/
US Non-Farm Payroll Release Yes, folks it is that time again for the monthly US Non-Farm Payroll (NFP) numbers to be released. The number ...
Find out more >

$USDCAD - Forex technical trade note

/
I am looking to place a short trade on the USD/CAD as I have spotted a Head and Shoulders technical pattern on the currency pair. Also keep ...
Find out more >

$USDJPY - Forex technical trade note

/
I have spotted an inverse Head and Shoulders technical pattern on the USD/JPY currency pair and I am looking to place a long trade. Please ...
Find out more >

Capitec Rallying round - [JSE:CPI] by Mark Ingham

/
In my recent strategy note on banks (see “Richer Ramaphosa Rating” dated 22 March) I assessed only the big four banks, excluding Capitec as ...
Find out more >

Richer Ramaphosa Rating - Big 4 banks by Mark Ingham 

/
The big four banks, FirstRand, Standard Bank, Barclays Africa Group, and Nedbank, are particularly sensitive to fluctuations in long bond ...
Find out more >

NASDAQ - Potential "short" technical note

/
I will be looking to place a short trade on the NASDAQ as it seems to be breaking out of a rising wedge formation. I am looking for a close ...
Find out more >

Naspers - Potential "buy" technical note

/
Naspers has presented a trade opportunity,  and I am looking to go long as the price action has broken out from a descending channel, and a ...
Find out more >

Imperial Holdings- A potential "short" technical note

/
I am looking to place a short trade on Imperial Holdings Limited if I get a daily close below the 23700c level. The technical set up looks ...
Find out more >

Progressive dividend hard to justify - MTN [JSE:MTN] by Mark Ingham

/
What was noteworthy about the 2017 annual result was a return to a “progressive” dividend policy, the sort of policy that hit a buffer once ...
Find out more >

U.S. Non-Farm Payrolls [NFP] release Friday 9 March 2018

/
US Non-Farm Payroll Release Yes, folks it is that time again for the monthly US Non-Farm Payroll (NFP) numbers to be released. Usually the ...
Find out more >

EUR/USD - GO LONG (WITH CAUTION)

/
EUR/USD – Daily Recommendation: GO LONG (WITH CAUTION) Current Trend: Short-term down, but oversold. Med and long-term up. Strategy: Go ...
Find out more >

Trade Gold -  SELL SHORT ON A BOUNCE

/
GOLD ($) Current Trend: Short-term down. Med-term up. Long-term sideways to up. Strategy: Sell short on a bounce to $1325. Chart and ...
Find out more >

Strengthening fundamentals - ANGLO AMERICAN [JSE:AGL] by Mark Ingham

/
Since my last note on Anglo American dated 16 February (see “South African political tailwind”) the company has reported a pleasing set of ...
Find out more >

Undervalued offshore opportunity on rand strength - BIDCORP [JSE:BID] by Mark Ingham

/
Bidcorp, the international foodservice specialist, reported good underlying constant currency results for the six months ended 31 December ...
Find out more >

S&P 500 INDEX - Temporary pullback

/
Recommendation: BUY AGAIN AFTER A PULLBACK Current Trend: Short-term technically still down. Med-term sideways. Long-term up.
Find out more >

Trading the USD/ZAR currency pair ahead of the budget speech

/
*You can only trade this currency pair with the GT247.com USD account.   Today’s budget speech (21 February 2018) is probably the most ...
Find out more >

USD/ZAR - Technical Trade Note

/
USD/ZAR – Daily Recommendation: LOOK TO GO LONG RANDS AGAIN *You can only trade this currency pair with the GT247.com USD account.   ...
Find out more >

South African political tailwind - Anglo American by Mark Ingham

/
A week is a long time in politics, a quote attributed to British Prime Minister Harold Wilson. In South Africa, the winds of political ...
Find out more >

A hedged half - HARMONY GOLD [JSE:HAR] by M N Ingham

/
Harmony produced a very solid set of interim results for the six months ended 31 December 2017. The result exceeded my earlier expectation ...
Find out more >

Bid-divest- BIDVEST [JSE:BVT] by M N Ingham

/
If you want an example on the JSE of the shift in political mood, Bidvest, among others, fits the bill. The stock price has been almost ...
Find out more >

Long trade for Vodacom

/
Trade summary: Long VOD Target price:                      18000c Entry:                                  16500c Stop ...
Find out more >

Holding the line- VODACOM [JSE:VOD] by M N Ingham

/
Vodacom released a reasonable Q3 F2018 trading update but there is little fundamental reason to warrant a valuation upgrade. I tend to view ...
Find out more >

Research Note on Gold (XAU)

/
Research on Gold (XAU) I am looking to long Gold (XAU) yet again and I am looking for a clear break and close above $ 1352/ ounce level ...
Find out more >

Wall Street 30 - Technical Trade Note

/
Trade idea on Wall Street 30 I am looking to get into the Wall Street 30 for a long trade, I know that the index has been running hard but ...
Find out more >

Mr Price trade - UPDATE 2

/
UPDATE 2: Another Update on MR Price Limited (MRP) and still in the money The price on MR Price Limited (MRP) is still moving higher and I ...
Find out more >

U.S. Non-Farm Payrolls [NFP] release Friday 2 Feb 2018

/
US Non-Farm Payroll Release Friday is jobs day in the U.S.—with the January Non-Farm Payrolls being released on the 2nd of Feb at 15:30 in ...
Find out more >

Mispriced - MR PRICE [JSE:MRP] by M N Ingham

/
Mr Price is a good apparel retailer that is mispriced. After climbing by 37% since the end of November and by over 60% in six months the ...
Find out more >

Long trade for Telkom

/
Trade summary: Long TKG Entry:                5000c Stop Loss:         4500c Target price:     6000c The share price has been under ...
Find out more >

Short trade for Kumba Iron Ore

/
Trade summary: Short KIO Entry:               35500c Stop Loss:       39000c Target price:     30300c The stock has been having a great ...
Find out more >

Brent Crude - Technical Take

/
Technical take on Brent Crude
Find out more >

The Power of the Rand

/
In recent days we have seen the Rand take strides and strengthen against the major currencies but more so against the US dollar, which has ...
Find out more >

Expensive, even at $74/ton spot iron ore - Kumba Iron Ore by M N Ingham

/
Kumba is now significantly overvalued on a fundamental evaluation. Despite easing back to around R350 per share from highs above R400 a ...
Find out more >

Mr Price - First target reached (UPDATE)

/
In the Money and Update on MR Price Limited (MRP) My MR Price Limited trade has finally reached my first target price of 27522c as seen in ...
Find out more >

Capitec - First Target Reached (UPDATE)

/
TRADE CONCLUDED: In the money stop loss of R1035.00 triggered on the 26 January 2017. First target of R1060.50 reached. Take half profits ...
Find out more >

GBP/USD - Technical Trade Note

/
Technical take on GBP/USD As you can see from the stochastic oscillator this currency pair has been in an overbought level for a while. ...
Find out more >

CAC 40 and EURO STOXX 50 - Technical Trade Note

/
Double Technical Take CAC 40 and EURO STOXX 50 Barry Dumas gives two technical takes on these Index's.
Find out more >

Naspers - Technical Trade Note

/
 
Find out more >

Capitec - Go Long

/
According to the Andrew’s Pitchfork technical analysis tool, Capitec is testing a key support level. Due to the strengthening Rand I expect ...
Find out more >

Mischievous rumblings or grains of truth? - by M N Ingham

/
The now infamous Viceroy have a cloak-and-dagger modus operandi within a guise of anonymity that disregards common professional scruple. ...
Find out more >

Mr Price - Technical Trade Note

/
Trade note on Mr Price Group Limited (MRP)
Find out more >

Clicks - Technical Trade Note

/
Retail results came out for the South African market today and they were very successful. Clicks performed very well last year and I am ...
Find out more >

Palladium - Go Long

/
Palladium has had a stellar rally recently but it recently recorded a minor retracement. Short-to-medium forecasts anticipate increased ...
Find out more >

AUD/EUR - Technical Trade Note

/
AUD/EUR – Daily   Recommendation: SELL SHORT Trend: Short-term sideways. Med-term down. Strategy: Sell short on an intraday break of its ...
Find out more >

Woolworths JSE:WHL - Technical Trade Note

/
On 16 November I put out a short trade on WHL. The trade was stopped out as a result of the retail sector booming on the back of the strong ...
Find out more >

Nikkei 225 - Technical Trade Note

/
Trade idea on Nikkei 225 (NI225)
Find out more >

Earnings in Davy Jones' locker - [JSE:WHL] by M N Ingham

/
I’ve had a Sell recommendation on Woolworths for some time. In fact, three years back I advised that “Woolies has its hands full with its ...
Find out more >

EUR/USD - Technical Trade Note

/
EUR/USD – Daily Recommendation: BUY Trend: Up on all main timeframes. Strategy: Buy at current levels, and/or on a minor pullback.
Find out more >

Trump's gift to Sasol - [JSE:SOL] by M N Ingham

/
In December, US President Donald Trump signed into law H.R. 1, originally known as the “Tax Cuts and Jobs Act.” There are major changes to ...
Find out more >

S&P 500 – BUY MINOR PULLBACKS

/
S&P 500 INDEX – Higher target Recommendation: BUY MINOR PULLBACKS Current Trend: Up on all main timeframes. Strategy: Buy on a one or two ...
Find out more >

Music to your ears - Naspers & Tencent by M N Ingham

/
Tencent, 33,3% owned by Naspers, is not short on corporate activity or pipeline. Spotify, a leader in music streaming, and Tencent Music ...
Find out more >

U.S. Non-Farm Payrolls [NFP] release Friday 5 January 2018

/
US Non-Farm Payroll Release Friday is jobs day in the U.S.—with the November Non-Farm Payrolls being released on Friday the 5 of January at ...
Find out more >

Richemont [JSE:CFR] pressure from strong rand

/
Richemont the ultimate rand hedge has developed a head and shoulders in recent times. If you’re bullish on the rand after the news that ...
Find out more >

Capitec [JSE:CPI] - last run of the year

/
Capitec has broken the resistance level of 1000.00. Currently at 1048.00, Look for a pullback to buy and hold. One can also look to buy now ...
Find out more >

FINI 15 Index - Higher Target

/
FINI 15 INDEX – Higher target The JSE financial 15 index (or ‘fini’) of large-cap financial stocks, has broken out above an important ...
Find out more >

“Politics-proofing your portfolio” M N Ingham

/
The 54th ANC national conference runs from the 16th to the 20th of December. A new ANC president is to be elected. The difference between ...
Find out more >

Brent Crude - New Breakout Potential

/
Recommendation: LOOK TO BUY Current Trend: Short-term sideways. Med-term up. Strategy: Buy a close above line 3.    
Find out more >

“Looking at Liquidity” Steinhoff [JSE:SNH] - M N Ingham

/
The latest ad hoc announcement from Steinhoff has two components – one which begs more questions than it answers relating to the validity ...
Find out more >

USD/JPY Breaking Out

/
Recommendation: BUY Current Trend: Sideways on all main timeframes. Strategy: Go long the USD/JPY at current levels.  
Find out more >

U.S. Non-Farm Payrolls [NFP] release Friday 8 December 2017

/
US Non-Farm Payroll Release Friday is jobs day in the U.S.—with the November Non-Farm Payrolls being released on the 8th December 2017 at ...
Find out more >

“Ruptured Reputation” Steinhoff [JSE:SNH] - M N Ingham

/
The damage Steinhoff faces, following acknowledgement by the Supervisory Board that there are in fact “accounting irregularitiesrequiring ...
Find out more >

“Moab moolah” Harmony Gold - M N Ingham

/
Harmony is getting a good deal for its purchase of three assets from AngloGold Ashanti, the most significant being Moab Khotsong mine in ...
Find out more >

Gold (XAU) Technical Take

/
Over the past several months, there has been good support on the pullbacks with the market continuing to put in higher highs and higher ...
Find out more >

“No rating cliff edge but be cautious” - M N Ingham

/
The ratings decisions by S&P and Moody’s tells us that which we already knew. S&P has been particularly forthright this past couple of ...
Find out more >

GBP/CHF Moving up off support

/
Recommendation: BUY Current Trend: Short-term sideways. Med and long-term up. Strategy: Buy at current levels/ add to on a further breakout ...
Find out more >

[JSE:CFR] Richemont - Trading junk status with hedges

/
On Friday we got downgraded to Junk by S&P and we saw our beloved rand weaken again. In times like these we like to run to our rand hedges ...
Find out more >

S&P 500 – Heading towards target

/
Recommendation: HOLD Current Trend: Up on all main timeframes. Strategy: Continue to hold the current long position; look to tighten stops ...
Find out more >

Anglo American PLC [JSE:AGL] - Trade Note

/
Anglo American PLC This is one of my favourites to trade, as the share has been making higher highs for the last 6 months. Over the past ...
Find out more >

EURO & Sterling - Trade Note

/
EURO chart: The major pair pushed back above a consolidation high at 1.1690 in the previous week, and this takes the immediate pressure off ...
Find out more >

Naspers / Tencent - "Tencent Q3 result a knock-out" 20/11/2017

/
Tencent, 33,3% owned by Naspers, continues to outperform market expectations and for the third quarter of F2017 increased non-GAAP earnings ...
Find out more >

EUR/GBP – Two trades lining up

/
Recommendation: BUY EURGBP/THEN SELL SHORT AFTER NEXT RALLY Current Trend: Short-term sideways. Med-term down. Long-term up (for euro). ...
Find out more >

[JSE:SPP] Spar - Good for you?

/
Its Friday! The rand is strong! And finally we can trade Spar again!  
Find out more >

S&P 500 – Still in temporary pullback mode

/
Recommendation: HOLD/LOOK TO BUY Current Trend: Up on all main timeframes. Strategy: Hold (with caution). Otherwise buy a close above line ...
Find out more >

EUR/USD - Trade Update 16 November 2017

/
Trading the EUR/USD currency pair This trade on the EUR/USD has been delivering some excitement over the last couple of weeks. On the chart ...
Find out more >

[JSE:WHL] Woolies - Short Signal

/
WHL short has been triggered by closing below 5500 and we have entered a short trade. Our full trade summary is indicated within this ...
Find out more >

Consolidated Infrastructure Group [JSE:CIL] - Share Price Update

/
Consolidated Infrastructure share price drops more than 60% on poor trading update. Consolidated infrastructure group’s share price took a ...
Find out more >

Richemont - "Glamorous goodies" 13/11/2017

/
The kernel of the investment case for this maker of glamorous goodies is a robust business model with the flexibility to adapt, steady cash ...
Find out more >

S&P 500 – A minor pullback

/
Recommendation: BUY THIS PULLBACK Current Trend: Up on all main timeframes, but overbought. Strategy: Buy on a breaking of its prior ...
Find out more >

CAD/CHF – Breaking out

/
Recommendation: BUY Current Trend: Short and med-term up. Long-term sideways to up. Strategy: Buy at current levels for the short and ...
Find out more >

[JSE:SPG] Super Group Ltd - Technical Note

/
Super Group Limited SPG looks like its forming a nice head and shoulders on a daily chart. The 50 day moving average is relatively far away ...
Find out more >

[JSE:WHL] Woolies - Technical Note

/
WHL has been such an interesting share to trade. After a couple of unsuccessful trades we try again for the 3rd time lucky. But this time ...
Find out more >

AVI - "Stepping Out" 06/11/2017

/
I am on record as being cautious about exposure to consumer stocks. However, I have also maintained that one size doesn’t fit all, some ...
Find out more >

Mediclinic International [JSE:MEI] - Trade Note

/
Mediclinic International [JSE:MEI] I was alerted to Mediclinic by a client, for the technical traders out there the company is looking ...
Find out more >

[JSE:SOL] - Sasol Limited Technical Take Update

/
SASOL LIMITED (SOL) – SECOND TARGET PRICE REACHED What a trade on Sasol Limited (SOL) and for the traders that kept the trade open it has ...
Find out more >

Trading USD/JPY - Technical Analysis

/
So we have a nice potential breakout for the USD/JPY. Non Farm Payroll this week will in my opinion cause a breakout either way.
Find out more >

U.S. Non-Farm Payrolls [NFP] release Friday 3 November 2017

/
U.S. Non-Farm Payrolls being released Friday at 14:30 Friday is jobs day in the U.S.—with the October Non-Farm Payrolls being released at ...
Find out more >

GBP/CAD – Higher Target

/
Recommendation: BUY Current Trend: Short and med-term up. Long-term sideways. Strategy: Buy on a minor e.g. 2-3 day pullback.
Find out more >

Long4Life - "From a standing start to R5 billion" 30/10/2017

/
The indefatigable Brian Joffe, who recently turned 70 years of age, has invested his considerable business acumen in a start-up called ...
Find out more >

Mediclinic - "Spire offers opportunity" 23/10/2017

/
Spire Healthcare Group PLC has swatted away a possible offer from Mediclinic to acquire the shares it does not already own. Spire is a ...
Find out more >

Pick n Pay - "Chipper stuff" 18/10/2017

/
On Tuesday, 17 October, grocer Pick n Pay reported interim results, which were presented to fund managers and analysts in Cape Town. The ...
Find out more >

FirstRand - "Online in England" 16/10/2017

/
A good fit?: It is not just Capitec that does things differently. There are plenty of overseas examples, one of which is Aldermore in ...
Find out more >

Taste Holdings - "Vasbyt" 13/10/2017

/
The question the investor wants to know is, do I head for the hills and cut my losses or do I vasbyt and wait for the strategy to unfold? ...
Find out more >

Glencore - "A larger slice of Volcan" 09/10/2017

/
“A larger slice of Volcan” Glencore Sector: Mining Share price: LSE 364 pence; JSE 6620 cents Net shares in issue: 14,4 billion LSE and JSE ...
Find out more >

BizNews: Running rule over hot stock Glencore – has it risen too far?

/
Find out more >

[JSE:VOD] - Vodacom Fundamental Analysis 05/10/2017

/
"Abuse or not?" [JSE:VOD] Vodacom Sector: Mobile Telecommunications Share price: R154,30  Net shares in issue: 1,7 billion Market cap: ...
Find out more >

U.S. Non-Farm Payrolls release Friday 6 October 2017

/
U.S. Non-Farm Payrolls being released Friday at 14:30 Friday is jobs day in the U.S.—with the Non-Farm Payrolls being released at 14:30 in ...
Find out more >

[JSE:PIK] - Pick n Pay Fundamental Analysis 04/10/2017

/
"In shape for tougher times" [JSE:PIK] Pick n Pay Sector: Grocery Retail Share price: R56,17  Net shares in issue: 482,3 million Market ...
Find out more >

[JSE:SHP] - Shoprite Fundamental Analysis

/
"Trolley for trolley it's worth paying more" [JSE:SHP] Shoprite
Find out more >

Sasol, "BEE calm and remain invested" 21 September 2017 - MN Ingham

/
Sasol [JSE:SOL], "BEE calm and remain invested"  Energy: Sasol                       “BEE calm and remain invested” Share price: R372,00  ...
Find out more >

CPI Numbers Release

/
Find out more >

Naspers hits another record discount to it's stake in Tencent

/
The discount that Naspers is on relative to its share of Tencent is now 32%. To put that in perspective, the share price of Naspers would ...
Find out more >

[JSE:DSY] "Growth Stock Rating"- Discovery

/
Find out more >

[JSE:APN] "Watch that forex"- Aspen

/
Find out more >

Upcoming JSE Results Roundup 11 to 27 September 2017

/
Mark Ingham's insights into JSE listed results being released 11 to 27th September 2017 -   Included in this roundup: 11 September - AVI 27 ...
Find out more >

[JSE:SRR:STAR] "A PEP in its step"- Steinhoff Africa Retail Limited

/
Find out more >

Upcoming JSE Results Roundup 6 to 12 September 2017

/
Mark Ingham's insights into JSE listed results being released 6 to 12th September 2017 -   Included in this roundup: 06 September - Sanlam ...
Find out more >

U.S. Non-Farm Payrolls release Friday 1 September

/
Find out more >

Upcoming JSE Results Roundup 28 to 30 August 2017

/
Mark Ingham's insights into JSE listed results being released 28 to 30th August 2017 -   Included in this roundup: 28 August - Bidvest 30 ...
Find out more >

"Yay or Nay"- Naspers AGM, Time to vote.- M N Ingham

/
The 103rd annual general meeting of Naspers Limited will be held in Cape Town on Friday 25 August 2017 at 11H15. There will be a number of ...
Find out more >

Upcoming Results Roundup 21 to 24 August 2017

/
Mark Ingham's insights into JSE listed results being released 21 to 24th August 2017 -   Included in this roundup: 21 August - Sasol 22 ...
Find out more >

NEWSFLASH: Tencent Robust Q2 result

/
Find out more >

[JSE:MRF] Merafe - A little less bling but still some shine

/
Find out more >

[JSE:GLN] Glencore - Richer Dividend In Store

/
Find out more >

Banks, "SARB conundrum", MN Ingham 8 Aug '17

/
Find out more >

July 2017 U.S. Non-Farm Payrolls release Friday 4th August 14:30 in South Africa

/
Find out more >

Sasol - Fundamental Analysis - M N Ingham 02 August 2017

/
Find out more >

Bidvest - Fundamental Analysis - M N Ingham 01 August 2017

/
Find out more >

Naspers "A hero delivery" Updated, MN Ingham 31 July 2017

/
Find out more >

BHP Billiton - Fundamental Analysis - M N Ingham 24 July 2017

/
Find out more >

Unpacking the National Health Insurance Program

/
Mark Ingham's Fundamental analysis National Health Insurance Program "Pie in the Sky" Published on Biznews - Read Full Article... 
Find out more >

Massmart - Fundamental Analysis - M N Ingham

/
Find out more >

AngloGold Ashanti - Fundamental Analysis - M N Ingham

/
Find out more >

Naspers "A hero delivery", MN Ingham 13 July 2017

/
Find out more >

Attacq, "New RE(AL)IT(Y)", MN Ingham 7 July 2017

/
Find out more >

June 2017 U.S. Non-Farm Payrolls release 14:30 in South Africa

/
Find out more >

Woolies "Knotted" - Fundamental Analysis

/
Find out more >

Naspers Newsflash

/
Find out more >

Sasol - Fundamental Analysis

/
Find out more >

Telkom SA SOC Ltd - Fundamental Analysis

/
Find out more >

Sun International - Fundamental Analysis

/
Find out more >

Naspers discount widens

/
Find out more >

14 June Economic Data FOMC Preview

/
Find out more >

14 June Economic Data Preview

/
Find out more >

Brait "Down to earth with a bump"

/
Find out more >

Steinhoff - "New-money opportunity on recent price weakness"

/
Find out more >

Palladium underpin to Stillwater - Ingham's Incisive Insights

/
Find out more >

PPC Research Note

/
Find out more >

U.S. Non-Farm Payrolls release 14:30 in South Africa

/
Find out more >

Barclays Africa Group "Bye bye" - Ingham's Incisive Insights

/
Find out more >

Massmart Head & Shoulders

/
Find out more >

Research Note for the ALSI Top 40

/
Find out more >

What's Cooking - Purple Group Limited - Focus on Tomorrow

/
Find out more >
More Blog Posts