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South Africa Asset Management
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South Africa Asset Management
Insights Relevant to South Africa Equity Markets
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bullish
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Thematic (Sector/Industry)
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17 Mar 2025 03:30
India’s Space Ambitions and the Satellite Internet Revolution
Jio and Airtel partner with SpaceX's Starlink to bring satellite internet to India, revolutionizing connectivity for millions in rural areas and...
Nimish Maheshwari
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5 Views
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bullish
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Tencent
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16 Mar 2025 21:55
Tencent (700 HK): Expected Move on Profit Announcement and Option Insights
Tencent to announce Annual 2024 Results on 19 March 2025. Options pricing suggests a 4-6% move. Calendar spreads offer opportunities.
Gaudenz Schneider
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216 Views
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bullish
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Tencent
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16 Mar 2025 07:32
HK Connect SOUTHBOUND Flows (To 14 Mar 2025); Big Volumes, Big Net; Tech and Banks Still Leading
SOUTHBOUND Connect volumes slow down in gross but record very high net. Net buying bias is still significant. Tech, and tech-ish consumer...
Travis Lundy
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373 Views
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bearish
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Thematic (Sector/Industry)
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15 Mar 2025 04:15
IS AI Spending Poised to Fall?
Hyperscaler CapEx growth may be slowing as Microsoft cuts spending in Q4 while Amazon, Facebook, and Alibaba increase theirs, leading to a...
Jim Handy
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450 Views
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bullish
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Crude Oil
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14 Mar 2025 15:43
[ETP 2025/11] Weak Demand and Trade Tensions Weigh on Crude, Volatile Weather Pressures Henry Hub
US crude inventories rise, missing expectations, while gasoline and distillate stockpiles fall. Aramco's price targets cut, TotalEnergies CEO...
Mint Finance
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307 Views
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