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Outsurance's Topline Growth
ALG Newsletter - OUTsurance's topline growth. A hard underwriting cycle and investment in growth initiatives has driven strong topline...

Adam Strydom
Sep 27, 20241 min read


Sanlam's Post-Capitec Strategy
ALG Newsletter - Sanlam's post-Capitec strategy. Sanlam is facing a reduction in new business volumes and new business profitability...

Adam Strydom
Sep 27, 20241 min read


Santam Trading Flags Hard Cycle
ALG Newsletter - Santam trading flags hard cycle. Santam Insurance 's trading statement points to healthy growth and supports our view...

Adam Strydom
Aug 15, 20241 min read


Long-term PGM Price Upside
Sylvania Platinum Limited ’s Q424 results were negatively affected by a delayed recovery in production following the 22-day strike during...

Adam Strydom
Aug 15, 20241 min read


Capitec's Strong IFRS 17 Results
ALG Newsletter - Capitec's strong IFRS 17 results. This week we look at Capitec's insurance business using the lens of Austin Lawrence...

Adam Strydom
Aug 8, 20241 min read


Gearing to SA Life Assurer Upswing
ALG Newsletter - Gearing to SA life assurer upswing. With SA's new coalition cabinet announced, we explore the gearing of the big-4 life...

Adam Strydom
Jul 29, 20241 min read


Delivery into a Strong Underwriting Cycle
HELIOS UNDERWRITING PLC (Helios) delivered strong EPS of 21.6p in FY23, from a loss of 3.1p in FY22, ahead of Edison Group ’s 14.7p...

Adam Strydom
Jul 29, 20241 min read


Cash Flush
Argent Industrial Group (Argent) is primarily a steel-based beneficiation group, bolstered by offshore investments in both existing and...

Adam Strydom
Jun 28, 20241 min read


A Turning Point for SA Life Assurers?
ALG Newsletter - A turning point for SA life assurers? Following a run in insurance counters over the past week, we reassess our view...

Adam Strydom
Jun 25, 20241 min read


Can We Make NHI More Affordable?
ALG Newsletter - Can we make NHI more affordable? We look at the signing of the NHI Bill from a slightly different perspective. Can...

Adam Strydom
May 31, 20241 min read


Healthy FY23 Beat Supports Strong Outlook
HELIOS UNDERWRITING PLC (Helios) delivered a strong EPS recovery in FY23 from a loss of 3.1p in FY22 to a profit of 21.6p, 50% ahead...

Adam Strydom
May 31, 20241 min read


The Importance of PICG to Reinet
ALG Newsletter - The importance of PICG to Reinet. We look at the Pension Insurance Corporation plc, its strong new business growth and...

Adam Strydom
May 21, 20241 min read
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