GT247.com Trading Blog | Research Notes

U.S Economic Data Disappoints

29 June 2022 /

Asian markets came off a four-month high as U.S economic data disappoints on Tuesday and renewed fears of a U.S economic slowdown and ...

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Wall Street, Another Leg Lower

22 June 2022 /

Inflation, interest rates and recession worries become a focal point for investors once again as Asian markets turn lower and Wall Street ...

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Bear Markets and Rate Hikes

15 June 2022 /

Global markets are subdued on Wednesday as investors await the U.S Federal Reserve Bank’s interest rate decision which could see another ...

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Uncertainty Remains

18 May 2022 /

Rising inflation and looming interest rate hikes overshadowed any good news about the global growth outlook as the recent momentum in ...

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Inflation Incoming

11 May 2022 /

Asian markets saw a bump higher from lows last seen nearly two years ago as market participants held their breaths approaching the U.S CPI ...

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Fed Day ahead of Jobs Day | U.S NFP

4 May 2022 /

Global equity markets were unchanged on Wednesday morning as market participants await the U.S Federal Reserve’s interest rate decision. ...

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Growth Headwinds

20 April 2022 /

Optimistic overnight gains on Wall Street filtered through to the Asian market on Wednesday but soon turned choppy as investors grapple ...

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Inflation woes persist

13 April 2022 /

2 February 2022 /

Global markets are extremely optimistic after positive company earnings across the globe despite mixed economic data and staggering ...

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Sell Off Hits Pause Ahead of Fed Rate Decision

26 January 2022 /

Volatility is still expected today as global markets hit the pause button ahead of the U.S Federal Reserve Bank (FED) interest rate ...

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Market Volatility Continues

19 January 2022 /

Global markets continue lower as new inflation worries sparked by rising U.S Treasury yields could see U.S Federal Reserve tighten its ...

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Rising markets ahead of US CPI data

12 January 2022 /

Equity markets rebounded late Tuesday after U.S Federal Reserve Chair Jerome Powell delivered a less hawkish tone in his testimony to ...

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Fed Day

15 December 2021 /

Asian markets were subdued in early Wednesday trade as market participants wait on the U.S Federal Reserve Bank (Fed)’s decision and ...

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Relief Rally Lift-off

8 December 2021 /

Did the Santa Clause Rally start early this year? Some market participants asked the question as global Omicron coronavirus variant fears ...

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New Variant Pressures Market ahead of NFP

1 December 2021 /

Global investors are still on edge despite a gain in equity futures and oil from the previous day’s sell-off as uncertainty around the new ...

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Wall Street Trading Technical Analysis November 2021

Market volatility is back

24 November 2021 /

6 October 2021 /

Global financial markets are still under pressure as global economies are starting to embrace stagflation, Chinese property bonds are still ...

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The September Market Slump

15 September 2021 /

Disappointing economic data from the world’s 2nd largest economy, pandemic infection rates uptick and tapering talks put a damper on global ...

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Risk-averse markets ahead

8 September 2021 /

The mood is starting to turn in September as Asian shares are just below their six-week high point in the Wednesday trading session as U.S ...

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U.S Labour Market Back on the Watchlist

1 September 2021 /

The U.S labour market will be under the spotlight this week after Fed Chair Jerome Powell’s dovish tone at the Jackson Hole economic ...

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Jackson Hole Incoming

25 August 2021 /

Markets rebound ahead of this years Jackson Hole economic symposium set to start on the 26th of August 2021. All eyes will be focused on ...

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The Fear Index is rising

11 August 2021 /

Global markets are on high alert as a new surge in coronavirus infections take hold of Asian countries which could see market corrections ...

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Jobs Jobs Jobs! It's NFP week!

4 August 2021 /

The non-farm payroll (NFP) report is a key economic indicator for the United States. It is intended to represent the total number of paid ...

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Today is FED Day!

28 July 2021 /

A muted trading session is expected ahead of the Fed announcement as Asian shares trade at a seven-month low point which has some analysts ...

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Buy the Dip or wait for the Rip?

21 July 2021 /

Optimistic market conditions saw the famed “BTFD” participants come to the fore once again, but as new COVID-19 infection cases rise across ...

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Tech stocks leading the charge!

23 June 2021 /

Markets rebounded with the mighty Nasdaq leading the charge and reaching new all-time highs on Tuesday as the Fed chair Powell reassured ...

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Nearing record highs, again!

9 June 2021 /

Global economic fears seem to be subsiding as U.S markets close in on all-time highs once again as policymakers are expected to keep ...

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Short in May?

19 May 2021 /

7 April 2021 /

Markets are alive with growth possibilities and hovering at record highs for the time being after that exceptional U.S jobs report and the ...

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NFP report to cross the million mark or April Fools?

31 March 2021 /

Markets take a break for Good Friday but the U.S Non-Farm Payrolls (NFP) report is still set to be released the 2nd of April at 14:30 SAST ...

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U.S Equity futures tick higher - Wall Street Technical Analysis

24 March 2021 /

Global economic growth and forecasts come back into focus today as the Eurozone business activity rebounds in March and U.S Equity futures ...

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U.S. FOMC to announce interest rate decision today

17 March 2021 /

Markets are on pause as the U.S. Federal Reserve is set to deliver its interest rate decision later today at 20:00 SAST which is widely ...

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Bond yields retrace and spark a BTD rally

10 March 2021 /

“Buy the Dips” (BTD) participants received some vindication after the much-watched U.S Treasury yields retraced and sparked a rally in ...

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U.S stimulus expected to ignite global economic recovery

3 March 2021 /

Global markets take a breather as U.S Treasuries start to stabilize ahead of the U.S Non-Farm Payrolls (NFP) report this Friday at 15:30 ...

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Fresh technicals on the Wall Street 30

24 February 2021 /

From record highs a week ago to the markets selling-off and driving the U.S 10 year higher seem to be of little concern to the U.S Fed ...

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Keep calm and rally on... Global Markets hit All Time Highs

10 February 2021 /

Record highs, the Global market rally seems to be taking effect for now as Asian markets overtake January highs as U.S earnings impress, ...

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U.S NFP jobs expected to come in significantly higher

3 February 2021 /

Equity markets continue to rise as the global economic outlook improves ahead of the all-important U.S Non-Farm Payrolls (NFP) report this ...

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Wall Street Technical Analysis January 27

Wall Street Technical Analysis ahead of FED announcement

27 January 2021 /

The economic calendar is filled to the brim on Wednesday with economic announcements and earnings releases as the market rethinks the ...

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U.S earnings gaining momentum

20 January 2021 /

It is set to be a roller-coaster week with U.S earnings gaining momentum while we await the inauguration of the 46thPresident of the United ...

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Trading the Wall Street 30 Index in 2021

13 January 2021 /

2021 is set to be a cracker with the Trump impeachment going ahead after the Capital riots, the job market comes back into focus along with ...

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Is this the start of the new Bull market?

Warning signs are on the wall for another volatile period to come in global markets as coronavirus infection numbers increase at an ...

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A positive U.S stimulus agreement may push stocks higher

21 October 2020 /

Stimulus might be back on the table before the U.S Presidential election as Nancy Pelosi stated that a bill for a compromise stimulus ...

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The U.S earnings season starts this week with much anticipation

14 October 2020 /

The U.S earnings season starts this week with much anticipation as U.S Banks start reporting their third quarter earnings this week. J.P ...

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Trump tweets market into biggest sell-off in the past two weeks

7 October 2020 /

The “Tweet Storm” has returned and U.S markets reacted in the sharpest drop in two weeks, after U.S President Trump cancelled talks with ...

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Markets retreat after U.S Presidential debate

The start to the week saw new record highs and optimism return to the U.S markets as the U.S earnings starts winding down and economic data ...

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Wall Street 30 Technical Analysis - 19 August 2020

19 August 2020 /

U.S markets have been on a record run this Tuesday after strong sales growth numbers were reported by major retailers. The news saw the ...

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Wall Street 30 Technical Analysis - 12 August 2020

12 August 2020 /

The U.S markets have been on a wild ride over the last couple of hours which filtered through to a very choppy Asian session during early ...

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jse:sol Sasol Technical Trade Research Note August 2020

Where to next for Sasol after rebounding more than 600% since March?

7 August 2020 /

Sasol Limited has seen its fair share of turmoil at the start of the year, the share price has rebounded over 600% from the March low. The ...

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U.S. Non-Farm Payrolls (NFP) release – 7 August 2020

5 August 2020 /

With U.S earning season in full swing and with the weeks positive PMI numbers across the globe, market participants are full of hope ahead ...

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Wall Street 30 Technical Analysis - 29 July 2020

29 July 2020 /

4 March 2020 /

Global economic growth concerns have been placed in the front row once again as the coronavirus takes hold of the world and prompted the ...

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This is what you need to know ahead of the Budget Speech 2020

25 February 2020 /

If there is one Budget Speech to watch, this would be the one delivered by Finance Minister Tito Mboweni on Wednesday, 26 February at 14:00 ...

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U.S. Non-Farm Payrolls (NFP) release – 7th of February 2020

5 February 2020 /

25 September 2019 /

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 ...

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The Market Update – 15 August 2019

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 ...

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The Commodity Report – 14 August 2019

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 ...

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Forex Technical Trade Note Outlook Update - 8 August 2019

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 ...

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Forex Technical Trade Note Outlook - 07 August 2019

7 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. ...

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

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 ...

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

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 ...

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European Central Bank(ECB) leave rates unchanged

26 July 2019 /

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 ...

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Boris Johnson wins race to be U.K Prime Minister

24 July 2019 /

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 ...

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INDICES-Technical-Trading-Note-Trade-information-SP500-NASDAQ-WALLSTREET-HANGSENG-DAX

The Index global market roundup – 23 July 2019

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 ...

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South African Interest Rate Decision - 18 July 2019

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 ...

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Index Technical Trade Note – 16 July 2019

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 ...

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Cryptocurrency in focus - Bitcoin

11 July 2019 /

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 ...

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What’s happening on Wall Street – 10 July 2019

10 July 2019 /

7 May 2019 /

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

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

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

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Wall Street Wednesday Technical Trade Note – 10 April 2019

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 ...

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The Commodity Report – 9 April 2019

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 ...

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

4 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 ...

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Wall Street Wednesday Technical Trade Note – 03 April 2019

3 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 ...

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US-INDICES-TRADE-NOTE-S&P-NASDAQ-WALLSTREET-30

U.S Index Technical Trade Note – 2 April 2019

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 ...

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South African Interest Rate Decision - 28 March 2019

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 ...

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Wall Street Wednesday Technical Trade Note – 27 March 2019

27 March 2019 /

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 ...

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

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 ...

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US Index Technical Trade Note – 18 February 2019

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 ...

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The Commodity Report – 14 February 2019

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 ...

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Wall Street Wednesday Technical Trade Note – 13 February 2019

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 ...

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The Commodity Report – Crude Oil – 8 February 2019

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 ...

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The Forex Report – GBPUSD – 7 February 2019

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 ...

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Wall Street Wednesday Technical Trade Note – 6 February 2019

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 ...

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U.S Index Technical Trade Note - 1 February 2019

1 February 2019 /

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

31 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 ...

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Wall Street Wednesday Technical Trade Note – 30 January 2019

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 ...

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US-FEDERAL-RESERVE-INTEREST-RATE-ANNOUNCEMENT

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

29 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 ...

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The Commodity Report – 24 January 2019

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 ...

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Wall Street Wednesday Technical Trade Note – 23 January 2019

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 ...

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JSE Equity Technical Trade Note - 22 January 2019

22 January 2019 /

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 ...

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

4 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 ...

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

19 December 2018 /

Mining BHP Billiton “Buy-back complete and special dividend announced” Share price: AUD33.49 ASX, GBP16.32 LSE, ZAR298.75 JSE Net shares in ...

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Wall Street Wednesday Technical Trade Note – 12 December 2018

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 ...

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

12 December 2018 /

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

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The Commodity Report – 10 December 2018

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 ...

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The Forex Report – Forex Friday – 7 December 2018

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 ...

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

6 December 2018 /

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 ...

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

6 December 2018 /

Sasol “Pricing for lower Brent” Share price: R420 Net shares in issue: 624.5 million Market cap: R262.2 billion F2019 PE (at $70/bbl and ...

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

5 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 ...

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The Commodity Report – 3 December 2018

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 ...

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Wall Street Wednesday Technical Trade Note – 28 November 2018

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 ...

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Cryptocurrency news flash – 23 November 2018

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 ...

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The Forex Report – FX Friday – 23 November

23 November 2018 /

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

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South African Interest Rate Decision - 22 November 2018

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 ...

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Sibanye-AMCU-STRIKES-fundamental-Stock-Analysis

Sibanye: AMCU strikes, MN Ingham, 21 November 2018

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 ...

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BHP-BILLITON-SPOT-PRICE-SURGES-FUNDAMENTAL-ANALYSIS

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

5 November 2018 /

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

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Imperial: AGM update, MN Ingham, 30 October 2018

1 November 2018 /

Industrial Transportation Imperial AGM update Share price:R160 Net shares in issue: 200 million Market cap: R32,0 billion Fair value: up to ...

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

1 November 2018 /

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 ...

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Medium-Trade-Conviction-Technical-Trade-Note-Barry-Dumas-of-gt247

Wall Street Wednesday Technical Trade Note - 31 October 2018

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 ...

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

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 ...

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U.S. Non-Farm Payrolls 2 November 2018

29 October 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, ...

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The Forex Report – FX Friday - 26 October 2018

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 ...

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

25 October 2018 /

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

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Wall Street Wednesday Technical Trade Note - 17 October 2018

17 October 2018 /

4 September 2018 /

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 ...

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Technical trade note on S&P500 - 17 August 2018

17 August 2018 /

31 July 2018 /

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% ...

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Sibanye Fundamental Analysis - Wheaton streams in cash

18 July 2018 /

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 ...

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Technical trade AUD / USD - 16 July 2018

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 ...

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Fundamental Analysis BHP Billiton - Iron ore ends the year positively

13 July 2018 /

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 ...

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Technical trade BRENT CRUDE OIL - 12 July 2018

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 ...

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Steinhoff - Option pricing

11 July 2018 /

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

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Trading Cryptocurrency, Bitcoin & Ethereum

6 July 2018 /

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 ...

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Technical trade GOLD (XAU) - 6 July 2018

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 ...

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Technical Trade Note Kumba Iron Ore JSE:KIO - Updated

5 July 2018 /

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 ...

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

4 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 ...

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Glencore DOJ investigation perspective by Mark Ingham

3 July 2018 /

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 ...

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Sibanye, Legal shakedown looms by Mark Ingham

2 July 2018 /

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 ...

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Technical trade DAX 30 Index - 26 June 2018

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 ...

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Kumba Iron Ore, trading statement context

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

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UK Interest Rate Decision

10 May 2018 /

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

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Technical Trade Note Brent Crude Oil

9 May 2018 /

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 ...

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Technical Trade Note Clicks [JSE:CLS]

8 May 2018 /

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 ...

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Technical Trade Note Sappi [JSE:SAP]

8 May 2018 /

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 ...

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Trade idea on EUR/USD

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Trade Gold - SELL SHORT ON A BOUNCE

2 March 2018 /

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

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ANGLO-AMERICAN-GT247-FUNDAMENTAL-ANALYSIS

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

1 March 2018 /

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

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

27 February 2018 /

Bidcorp, the international foodservice specialist, reported good underlying constant currency results for the six months ended 31 December ...

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S&P 500 INDEX - Temporary pullback

26 February 2018 /

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

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BUDGET-SPEACH-TRADING-THE-RAND-AND-DOLLAR-FOREX-CURRENCY-PAIR-1

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

21 February 2018 /

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

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USD/ZAR - Technical Trade Note

20 February 2018 /

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

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South African political tailwind - Anglo American by Mark Ingham

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 ...

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Mr Price trade - UPDATE 2

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Palladium - Go Long

17 January 2018 /

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

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AUD/EUR - Technical Trade Note

16 January 2018 /

7 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 ...

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

6 December 2017 /

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

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“Moab moolah” Harmony Gold - M N Ingham

4 December 2017 /

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

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Gold (XAU) Technical Take

30 November 2017 /

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

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

28 November 2017 /

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 ...

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GBP/CHF Moving up off support

27 November 2017 /

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

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S&P 500 – Heading towards target

23 November 2017 /

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

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Anglo American PLC [JSE:AGL] - Trade Note

21 November 2017 /

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 ...

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EURO & Sterling - Trade Note

21 November 2017 /

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 ...

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

20 November 2017 /

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

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EUR/GBP – Two trades lining up

17 November 2017 /

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

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S&P 500 – Still in temporary pullback mode

16 November 2017 /

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

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EUR/USD - Trade Update 16 November 2017

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 ...

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

14 November 2017 /

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

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Richemont - "Glamorous goodies" 13/11/2017

13 November 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 ...

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S&P 500 – A minor pullback

10 November 2017 /

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

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CAD/CHF – Breaking out

9 November 2017 /

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

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AVI - "Stepping Out" 06/11/2017

6 November 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 ...

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Mediclinic International [JSE:MEI] - Trade Note

3 November 2017 /

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

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[JSE:SOL] - Sasol Limited Technical Take Update

2 November 2017 /

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 ...

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

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

5 October 2017 /

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

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

5 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 ...

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

4 October 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 cap: ...

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[JSE:SHP] - Shoprite Fundamental Analysis

28 September 2017 /

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

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

21 September 2017 /

Sasol [JSE:SOL], "BEE calm and remain invested" Energy: Sasol “BEE calm and remain invested” Share price: R372,00 Net shares in issue: ...

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CPI Numbers Release

20 September 2017 /

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

20 September 2017 /

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 ...

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

18 September 2017 /

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[JSE:APN] "Watch that forex"- Aspen

12 September 2017 /

24 August 2017 /

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 ...

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Upcoming Results Roundup 21 to 24 August 2017

18 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 ...

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