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South Africa Asset Management

South Africa Asset Management
Insights Relevant to South Africa Equity Markets

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Insights
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bullishTencent
17 Mar 2025 05:55

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.

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bullishTencent
16 Mar 2025 15:32

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...

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15 Mar 2025 12:15

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...

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Jim Handy
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bullishCrude Oil
14 Mar 2025 23:43

[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...

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14 Mar 2025 23:00Issuer-paid

OUTsurance — 52% increase in H125 earnings

OUTsurance released H125 results on 14 March 2025, delivering 52% normalised EPS growth and return on equity (RoE) of 30.8%. South Africa (SA)...

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