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...
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Adam Strydom
- Aug 15
- 1 min
High-quality Fund in Underappreciated Region
BLACKROCK GREATER EUROPE INVESTMENT TRUST PLC ’s (BRGE’s) co-managers Stefan Gries  and Alexandra Dangoor  remain positive on the...
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Adam Strydom
- Aug 8
- 1 min
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...
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Adam Strydom
- Aug 8
- 1 min
Preliminary H124 NAV Total Return of 5.6%
HgTÂ has published its preliminary unaudited H124 trading update, reporting a 5.6% NAV total return (TR) in H124 (of which 3.0% was in...
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Adam Strydom
- Jul 29
- 1 min
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...
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Adam Strydom
- Jul 29
- 1 min
Making Progress on its Realisation Agenda
Molten Ventures has recently completed the exits from Perkbox, Endomag and Graphcore. This translates into more than £70m realisation...
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Adam Strydom
- Jul 29
- 1 min
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...
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Adam Strydom
- Jul 29
- 1 min
Convertible Bond Issue
Deutsche Beteiligungs AG (DBAG) completed an issue of €100m senior unsecured convertible bonds on 28 June, with proceeds to be used for...
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Adam Strydom
- Jul 29
- 1 min
Moody's Raise to Investment Grade
On 27 June, Moody's Corporation upgraded Alpha Bank’s long-term senior-unsecured debt rating by two notches to Baa3 (Ba2 previously), its...
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Adam Strydom
- Jul 29
- 1 min
Proactive Board Seeking to Lower the Discount
Templeton Emerging Markets Investment Trust PLC's (TEMIT’s) board is frustrated by the company’s persistently wide discount so it has...
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Adam Strydom
- Jun 28
- 1 min
Green Shoots of Recovery
Molten Ventures saw a stabilisation and recovery in portfolio valuations in H224, as well as a pick-up in realisation processes, with two...
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Adam Strydom
- Jun 28
- 1 min
Positive Trial News Lifts Two Portfolio Holdings
In Edison Group’s last BB Biotech (BION) review note, published in May 2024, they noted that the biotech sector was eagerly awaiting some...
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