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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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Tencent
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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.
Gaudenz Schneider
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200 Views
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bullish
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Tencent
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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...
Travis Lundy
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354 Views
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bearish
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Thematic (Sector/Industry)
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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...
Jim Handy
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445 Views
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bullish
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Crude Oil
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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...
Mint Finance
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307 Views
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bullish
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OUTsurance Group
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14 Mar 2025 23:00
•
Issuer-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)...
Edison Investment Research
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376 Views
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