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Strong FY26 EPS Lift as Chromite JV Kicks in
Sylvania Platinum Limited ’s H125 results provided insightful disclosure around the Thaba joint venture (JV) accounting treatment and...

Adam Strydom
Mar 20, 20251 min read


52% Increase in H125 Earnings
OUTsurance released a super set of interim results today with a 52% increase in normalised EPS and an annualised RoE of 30.8%. The SA...

Adam Strydom
Mar 18, 20251 min read


Substantial Shareholder Distributions
Lancashire Insurance Group released its FY24 results today and declared another 25c/share special dividend on top of the 75c/share...

Adam Strydom
Mar 11, 20251 min read


Hard Underwriting Cycle Delivering Profit Growth
Santam Insurance released excellent FY24 results with a 50% increase in HEPS and an RoE of 32%, driven by a more-than-doubling of...

Adam Strydom
Mar 6, 20251 min read


SA Insurer Results: Focus Area
ALG Newsletter - SA insurer results: focus areas. The SA insurer results season is about to kick off and there are many key areas to...

Adam Strydom
Mar 4, 20251 min read


Portfolio Optimisation to Enhance Value
SAFARI INVESTMENTS RSA LIMITED (SAR) is a retail property specialist that owns and operates suburban shopping centres in South Africa...

Adam Strydom
Feb 25, 20251 min read


Direct Line Deal and Capacity Update
HELIOS UNDERWRITING PLC ’s (Helios’s) share price rose by 7% in the past two months, driven by healthy syndicate underwriting capacity...

Adam Strydom
Feb 21, 20251 min read


Yield Spike and SA Life Assurers
ALG Newsletter - Yield spike and SA life assurers. The recent 150bp spike in SA 10-year bond yields has not yet resulted in downward...

Adam Strydom
Feb 21, 20251 min read


Argent's Diversification Strategy
ALG Newsletter - Argent's diversification strategy. In this week's newsletter, Austin Lawrence Gidon 's metals and mining analyst, ...

Adam Strydom
Feb 21, 20251 min read


Reinet Becoming PICG Plus?
ALG Newsletter - Reinet becoming PICG plus? REINET LIMITED 's disposal of its entire BAT stake is set to transform the holding company...

Adam Strydom
Feb 14, 20251 min read


Super Year for SA Life Assurers
ALG Newsletter - Super year for SA life assurers. Discovery Limited and Momentum (both up 45%) led the charge to drive the FTSE/JSE...

Adam Strydom
Feb 14, 20251 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...

Adam Strydom
Jan 8, 20251 min read
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