Weekly Update (AMS, LION, Tariffs)
This week the only thing that mattered was tariffs. In my recommendation update section, I will provide some commentary on which recommendations...
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JSE September 2023 Index Rebalance
Top 40 & Top 40 SWIX: HAR to enter, MCG to fall out. NPN/PRX Cross-holding unwind: yesterday's trading session. JSE indexes will be rebalanced...
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JSE Sep24 Rebal: Foreign Inward Listings Amongst Top Sells, PPH to Enter Top 40, AMS to Be Deleted
An overview of the top buys and sells going into the JSE September rebalance on Friday. AGL & CFR are amongst the top sells, resulting from a...
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BHP Anglo Bid: Market Pricing Restructuring, No BHP Deal, PUSU Deadline on Wednesday
The market is likely pricing an Anglo restructuring as the risk of a potential deal with BHP falling over appears to be high. Anglo is trading 10%...
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Anglo American Rejects BHP's Increased and Final Offer
On 22 May, Anglo American rejected the last offer (0.8860) from BHP on execution risks, potential negative value impacts and additional approvals...
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