Is this a new dawn for the building and construction sector?

Is this a new dawn for the building and construction sector?

Ingham Analytics issues a note on Construction & Materials company Raubex.

Ingham Analytics issues a note on the healthcare sector of the JSE

Ingham Analytics issues a note on the healthcare sector of the JSE

Ingham Analytics issues a note on the healthcare sector of the JSE.

Ingham Analytics issues a note on BHP

Ingham Analytics issues a note on BHP

Ingham Analytics says that for investors looking to play the recent oil disruption theme, BHP is one stock that benefits from higher oil prices.

Get a compendium of 5 of the latest Ingham Analytics latest Sasol notes absolutely free today only.

Get a compendium of 5 of the latest Ingham Analytics latest Sasol notes absolutely free today only.

Ingham Analytics is close to the action at Sasol and has issued several insightful notes.

Ingham Analytics issues a note on BHP entitled Earnings outlook remains encouraging

Ingham Analytics issues a note on BHP entitled Earnings outlook remains encouraging

Ingham Analytics says that a visit to Port Hedland in the Pilbara region of Western Australia reveals the sheer enormity of iron ore exports from Australia.

FNB in the driving seat

FNB in the driving seat

The reported results for the twelve months ended 30 June 2019 were good with FNB in the driving seat in percentage growth and overall contribution.

Old Mutual - Softness in the H1 F2019 result

Old Mutual - Softness in the H1 F2019 result

Ingham Analytics says that the reported results for the six months ended 30 June 2019 are weak and are off an already tepid historic base.

Sanlam - “A sound result from Sanlam’s Santam stake”

Sanlam - “A sound result from Sanlam’s Santam stake”

Ingham Analytics issues a note entitled "A sound result from Sanlam's Santam stake" following the release of interim results from the short-term insurer, which Sanlam owns...

Sasol - Confidence takes a knock

Sasol - Confidence takes a knock

However, whilst there is noise and angst in the market at this time, depressing the share price to level seen ten years ago, Ingham Analytics do...

Kumba - Where to from here?

Kumba - Where to from here?

Interestingly, in 2016, Anglo American changed its mind about disposing of its large stake in Kumba. There must be good reason for that so does that...

In conversation with Mark Ingham

In conversation with Mark Ingham

Always good to have expert insights in challenging economic times with Ingham Analytics

Sasol - Implications of the Rand at R14/USD

Sasol - Implications of the Rand at R14/USD

Ingham Analytics has adjusted earnings estimates and assume a lower oil price and chemicals prices. Whilst there is negative free cash flow after expansion capital expenditure...

All you need to know on Sasol to politics proof your portfolio

All you need to know on Sasol to politics proof your portfolio

Sasol, despite short-term volatility in the share price, should continue to be considered as a core portfolio holding for South African investors.

Amber light on Imperial

Amber light on Imperial

Imperial Logistics, listed in the Industrial Transportation sector, is forecast to underperform for the foreseeable future. Is there potential for recovery or not? What is the...

Sanlam a preferred Insurance sector stock for Ingham Analytics

Sanlam a preferred Insurance sector stock for Ingham Analytics

Ingham Analytics rate Sanlam, together with Discovery, as the two preferred stocks in the life insurance sector. Sanlam’s income yield is both secure and attractive

Sasol stock still to pump

Sasol stock still to pump

The overreaction to the cost overruns at Sasol’s Lake Charles Chemical Project are correcting as predicted in Ingham Analytics note of last week.

Big four likely to bank 8% growth despite headwinds.

Big four likely to bank 8% growth despite headwinds.

The performance of South Africa's major banks continues to compare favourably to banks in the USA, Canada, and Australia.

Sasol. Market overreaction opens a gap for investors

Sasol. Market overreaction opens a gap for investors

Ingham Analytics hold a view that a price of R450 for Sasol stock is closer to fair value. The market' overreaction has pushed the share price...

Politics-proofing your portfolio – part 2

Politics-proofing your portfolio – part 2

Ahead of the election, the stock market, foreign exchange market, and bond market were relatively calm and post the election there has been relative calm, with...

On the pricey side

On the pricey side

Ingham Analytics has issued a “Trader” note on BHP. This is a good example of a very short report that alerts an opportunistic investor to short...

Politics-proofing your portfolio

Politics-proofing your portfolio

Ahead of the national and provincial elections, the stock market, foreign exchange market, and bond market are relatively calm; but markets can turn in a jiffy.

Shoprite. Deferred compensation

Shoprite. Deferred compensation

Shoprite’s proposal to acquire and cancel its deferred shares to align voting power with economic value and fall in line with good governance practices will require...

The mechanics of the Oceana unbundling

The mechanics of the Oceana unbundling

Tiger Brands recently sold 8 million Oceana shares to Brimstone, a black-controlled and managed investment holding company, thus bolstering BEE ownership credentials. The Group will now...

Pain at the pump, gain on the share

Pain at the pump, gain on the share

The price of 93 ULP petrol in Gauteng is now R15.94 per litre, up from R13.79 per litre in January, a rise of 15,6%. The oil...