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Adam Strydom
7 days ago1 min read
Waiting for Volumes to Pick-up
ALG Newsletter - Waiting for volumes to pick up. Recent updates from SA life assurers like Sanlam , Momentum Group Limited  and Old...
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Adam Strydom
Nov 28, 20241 min read
Inward REITs Listings on the JSE
ALG Newsletter - Inward REITs listings on the JSE . Tomorrow, Assura plc  is listing on the JSE, making it the second UK #REIT  to...
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Adam Strydom
Nov 28, 20241 min read
Valuable Reseach Topics
ALG Newsletter - Valuable ALG research topics. In this Newsletter, we showcase some of the research topics Austin Lawrence Gidon  has...
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Adam Strydom
Oct 18, 20241 min read
Reinet NAV Discount and PICG
ALG Newsletter - REINET INVESTMENTS  NAV discount and Pension Insurance Corporation plc . In this Newsletter, Andrew M.  looks at the...
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Adam Strydom
Oct 18, 20241 min read
Earnings Underpinned by Gross Profit Margin
CALGRO M3 HOLDINGS Â posted a 28.5% increase in EPS to 101.4 cents for the six months to August 2024, which represents a three-year EPS...
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Adam Strydom
Oct 18, 20241 min read
Banco BAI - Leading Angolan Bank
ALG Newsletter - Banco BAI - Leading Angolan Bank. BANCO BAI  is the largest Angolan bank by assets, recently featured in an Edison...
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Adam Strydom
Oct 18, 20241 min read
Embracing IFRS 17 - June 2024 Results
ALG Newsletter - Embracing IFRS 17 - June 2024 results. Sanlam , Discovery Limited , Old Mutual Limited , Momentum Group Limited...
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Adam Strydom
Oct 18, 20241 min read
Strategic Shift from Growth to Consolidation
HELIOS UNDERWRITING PLC Â (Helios) delivered EPS growth of 35% to 7.7p in H124 and reported a net asset value (NAV) of 191p/share. While...
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Adam Strydom
Oct 17, 20241 min read
Money-centre Bank with Lending Optionality
BANCO BAI Â (BAI) is the largest Angolan bank by assets. It is a money-centre, institutional-focused bank, with high investment and...
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Adam Strydom
Oct 17, 20241 min read
Turnaround from Old Mutual Insure
ALG Newsletter - Turnaround from Old Mutual Insure . Old Mutual South Africa 's earnings growth in 1H24 was bolstered by a strong...
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Adam Strydom
Oct 17, 20241 min read
FY24 Distributable Income Outperforms
Attacq Limited  is a diversified real estate investment trust (REIT), which generates revenue from a ZAR22.9bn investment property...
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Adam Strydom
Oct 17, 20241 min read
Investments Support Strong Revenue Pipeline
CALGRO M3 HOLDINGS ’s core business is integrated residential housing development and memorial parks. Established in 1995, the company...
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