If you've been watching government bond yields, from the US to Europe to Japan, and wondered what's going on them look no further for incisive analysis...
Ingham Analytics have issued their latest Banking Monitor.
In "Booming along" Ingham Analytics reveal some extraordinary statistics in their equity and credit markets analysis.
Andrew Kinsey says Carnival is to bond investors what GameStop is to equity gamblers.
Is there more juice to squeeze?
What to expect from Tencent for the next set of results?
The note by leading international trader and analyst Andrew Kinsey strips away the popular narrative on the saga to give the real picture.
Ingham Analytic says that the Sasol trading statement for the six months ended 31 December 2020 seems quite good at first glance but less so in...
If you are exposed to US equity markets, you'lll want to get their take on valuations and what's driving behaviour.
Is the share price fair? What’s up with iron ore?
Ingham Analytics new research note says that the dizzying rise in the Tesla share price isn't matched by the prices of key commodities that go into...
Top trader Andrew Kinsey shares his valuable insights as we head into 2021
Ingham Analytics say that Saxo Bank's inclusion of South Africa in its annual "outrageous predictions" was another timely reminder to investors to heed warning signals.
Top trader Andrew Kinsey has some surprising statistics and outcomes to share.
Ingham Analytics unpack the quirks of this listing.
For investors in Tencent (or Prosus or Naspers for that matter) Ingham Analytics latest note on Tencent entitled “Gaming for change” will be of interest.
If you are exposed to US Tech shares like Facebook, you’ll want to read what top trader Andrew Kinsey has to say...
Ingham Analytics say that a $2bn rights issue is appearing more likely by the day.
Ingham Analytics say that copper, along with other industrial and agricultural commodity prices, has been on a strong run.
Ingham Analytics have issued “Neither a borrower nor a lender be” which looks at South African banks from a macro view.
Ingham Analytics have updated their assessment of Capitec in "Froth back?" in which they analyse the financial situation and flesh out the valuation metrics.
ESG, short for environmental, social, governance may seem touchy-feely say Ingham Analytics but fund managers and even private investors are taking it seriously.
Gold shares have weakened from August highs but is it time to revisit?
Ingham Analytics point out that two major indices are increasing their weighting in gold for a second year.
Prosus and Naspers report both report interim earnings on 23 November.
Andrew had warned of volatile times to come and the markets did not disappoint.
These stocks sold off heavily this week on regulatory concerns. Ingham Analytics highlight in this note the relevant implications.
Monday, 9 November witnessed one of the largest ever market rotations between value versus growth. Find out more here.
Ingham Analytics believe that Ant could come back to seek a listing but investors would be more inclined to rate it less richly than a pure...
Top trader Andrew Kinsey has sage words for investors in the light of the pandemic lockdowns in Europe and the US presidential elections.
Ant and Tencent's WeChat Pay are formidable competitors. Ingham Analytics believe that Tencent has been positively affected by the Ant buzz.
Ingham Analytics gives a precursor to what they think Tito Mboweni will have to say and give a backdrop to the data.
Bank share prices look cheap, are they cheap enough?
Warnings signs abound, as was pointed out in "Gold a must?" , and investors need to take heed with the investment choices they make.
Last week, Ingham Analytics issued an Energy Monitor, a new theme on developments in the broad energy basket, and today they are issuing their first Mining...
Top trader Andrew Kinsey takes this a step further in "Gold a must?" in which he examines historic and current factors affecting gold.
Ingham Analytics have issued an Energy Monitor, a new theme that looks at developments in the broad energy basket.
Investors would be well advised to take stock of labour force, consumption, and savings patterns when tailoring their investment strategies.
Ingham Analytics examines the phenomenon, not of Kruger Park animals, but of the large tech stocks in the US that have been the driver of the...
With Ant Group, an associate company within the Alibaba stable, planning an IPO in Shanghai and Hong Kong the financial services company is opening up disclosure.
Ingham Analytics have published their latest thinking on the gold market.
The tech rally has confounded even the most optimistic bulls. But where to now?
Ingham Analytics analyses the July 2020 BA900 returns for the South African banking system.
If you're a shareholder in Kumba (of which Anglo American owns 70%), BHP, Fortescue and Rio Tinto you'll be interested in what is driving iron ore...
In the recent US tech market gyrations, the name Softbank has cropped up to take on the role of villain of the piece.
Yesterday, Capitec issued a trading statement. Ingham Analytics have handily issued a Searchlight...
Ingham Analytics has published a thought-provoking Equity and Credit Markets Insight
For investors keen on diversifying into gold at a time of worldwide fiscal and monetary stimulus there is a universe of alternatives say Ingham Analytics...
It is time to revisit banking. Three of the big four have all reported...
Ingham Analytics in "An Apple a day...?" has some thought-provoking stats to consider.
Andrew Kinsey's latest note analyses the Federal Reserve's latest minutes...
Moody's, the ratings agency, made the point recently that COVID-19 is driving business activity in America.
It seems an eternity since West Texas Intermediate (WTI) May Futures traded at minus $40/bbl.
How high can BHP go? It is already a shade below AUD40 on the Australian exchange whilst on the JSE the stock is up 20% year...
Ingham Analytics say that if Sasol management keep flogging the shareholders' silver as they're attempting to do...
Gold is rising at the same time as Treasury interest rates are falling. Odd?
If central bankers were football fans, they would have appropriated the West Ham chant of "Forever Blowing Bubbles" a long, long time ago.
International mobile games are increasingly important for Tencent, growing ahead of its China revenues.
Andrew Kinsey sums up a broken relationship between equity and fixed income and how you'd be well advised to head for cover.
What is Barloworld worth and what could it be bid for?
Welcome to Ingham Analytics weekly research summary, highlighting pertinent local and international financial newsflow.
Savings rates in the United States have mushroomed say Ingham Analytic...
COVID-19 isn't the cause of the swift descent into imminent national bankruptcy...
Substantial market share gains have been made by Capitec relative to the Big Four banks.
For those investors seeking to keep their purchasing power intact, Ingham Analytics examine an inflation-linked bond, similar in design to the States.
Financial plumbing is one the Ingham Analytics core competencies and this latest note on the South African Reserve Bank.
Ingham Analytics has issued an updated note on Anglo American.
Ingham Analytics say speculation that Tencent is in talks with Baidu to take a majority shareholding in iQIYI has boosted the share price of Tencent and...
Of the listed JSE banks, which would you regard as having a lower risk profile, ABSA or Capitec?
If you are a shareholder in a listed JSE bank you'd want to be up to speed with the newest data at the best of times...
Which JSE listed mining company has a market capitalisation 40% larger thank Anglo America...
The word qaphela gives a clue to Ingham Analyitcs's thinking on Kumba. Do you stay? Do you go? Do you invest more.
Volatility returned with a vengeance to US and world markets this week.
Those who understand the nature of foreign exchange will still find profitable niches...
Sasol is up around 35% in a month. Is this the beginning of a major recovery?
The question is can South African banks weather liquidity challenges? What about future loan losses?
Ingham Analytics issues a Trader note entitled "Illusory value'which tackles the topic of Prosus and by extension Naspers and Tencent.
Top trader Andrew Kinsey argues that South Africa has had to deal with the pernicious effects of multiple major central banks pursuing colossal programs.
Ingham Analytics caution that South African sovereign debt is increasingly priced for default - how does that impact the banking sector?
Poseidon is an appropriate figure of speech as the mythological god was grumpy and powerful - and these are grumpy COVID-19 times.
So, the COVID-19 lockdowns around the world must surely have had a devastating impact on mining?
What could the South African Reserve Bank do that would be a fool's errand that will end badly for the country? In "Why do central banks...
Ingham Analytics poses an interesting question for investors.
The eurozone members are squabbling among themselves (yet again) around the economic and financial fallout of coronavirus.
Can Sasol make savings, what about the feasibility of a gigantic rights issue?
Ingham Analytics have repeatedly warned about exposure to banking stocks in several notes and they say the recent cuts in interest rates reinforce their bearish stance.
How far will earnings fall because of COVID-19? And, what would the market be prepared to pay for those earnings?
On 24 March we observed that the intensity and speed with which the equities meltdown has unfolded has shocked even the most bearish of traders and...
Top trader Andrew Kinsey explains why volatility is often overquoted and substantially misunderstood.
Ingham Analytics issues an Equity Searchlight entitled "The JSE All Share isn’t alone, and neither is the rand."
Ingham Analytics issues a note on the role of liquidity in the efficient function of markets.
Ingham Analytics has warned in several notes that the poor fiscal situation has repercussions for the big four banks in South Africa.
In another timely Macro Insight at a time of turmoil in markets is titled "Fixed income leads the way for equities" offers valuable pointers- and lessons.
Sasol is under considerable pressure, with massive loss of value for shareholders. Ingham Analytics issues a timely Macro Insight on the oil market.
Ingham Analytics say that such is the immediacy and savagery of the international equities sell-off that even if you wanted to liquidate to cash in an...
Ingham Analytics issues their latest note on Sasol. The note is titled "What a gas".
This analysis, timed to take stock of the implications of the 2020 government budget, is a must-read too.
Ingham Analytics issues a note on the iron ore sector of mining and features Kumba but also includes BHP, with both companies releasing results on the...
Brent oil has fallen by 20% since the first week of January and if this persisted for a full financial year it would significantly knock earnings...
Ingham Analytics says the building and construction sector of the JSE is a shadow of what it was before the football world cup a decade ago.
Ingham Analytics has issued a fascinating insight into Prosus.
Ingham Analytics say Sasol has a new CEO and the interim results to be released on his watch on or around 24 February will be weak.
Every December for almost two decades, Saxo Bank, a Copenhagen headquartered specialist trading and investment bank, publishes its annual "Outrageous Predictions".
Ingham Analytics have updated their earnings on Kumba. Find out more here.
Ingham Analytics has a fascinating insight into Prosus less than three months after the restructuring that resulted in a Euronext listing of Prosus, in which Naspers...
For those invested in the banking sector this note from Ingham Analytics is another must-read, providing a balanced perspective and assessment.
It has been two months since Ingham Analytics last issued a note on FirstRand.
Since Ingham Analytics issued their previous note on Sanlam the share price has soared by 12% to R81.
Sasol shares have been under pressure since 22 May. Find out more here.
Ingham Analytics issues a note on Construction & Materials company Raubex.
Ingham Analytics issues a note on the healthcare sector of the JSE.
Ingham Analytics says that for investors looking to play the recent oil disruption theme, BHP is one stock that benefits from higher oil prices.
Ingham Analytics is close to the action at Sasol and has issued several insightful notes.
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.
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.
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.
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...
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...
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...
Always good to have expert insights in challenging economic times with Ingham Analytics
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...
Sasol, despite short-term volatility in the share price, should continue to be considered as a core portfolio holding for South African investors.
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...
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
The overreaction to the cost overruns at Sasol’s Lake Charles Chemical Project are correcting as predicted in Ingham Analytics note of last week.
The performance of South Africa's major banks continues to compare favourably to banks in the USA, Canada, and Australia.
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...
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...
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...
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’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...
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...
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...