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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
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 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
Sep 27, 20241 min read
Outsurance's Topline Growth
ALG Newsletter - OUTsurance's topline growth. A hard underwriting cycle and investment in growth initiatives has driven strong topline...
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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...
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Adam Strydom
Aug 15, 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...
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Adam Strydom
Aug 8, 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...
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Adam Strydom
Jul 29, 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...
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