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

Adam Strydom
Feb 251 min read
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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 211 min read
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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 211 min read
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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 211 min read
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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 141 min read
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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 141 min read
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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 81 min read
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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...

Adam Strydom
Nov 28, 20241 min read
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Valuable Reseach Topics
ALG Newsletter - Valuable ALG research topics. In this Newsletter, we showcase some of the research topics Austin Lawrence Gidon  has...

Adam Strydom
Nov 28, 20241 min read
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Reinet NAV Discount and PICG
ALG Newsletter - REINET INVESTMENTS  NAV discount and Pension Insurance Corporation plc . In this Newsletter, Andrew M.  looks at the...

Adam Strydom
Oct 18, 20241 min read
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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...

Adam Strydom
Oct 18, 20241 min read
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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...

Adam Strydom
Oct 18, 20241 min read
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