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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 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


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


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


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


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


Embracing IFRS 17 - June 2024 Results
ALG Newsletter - Embracing IFRS 17 - June 2024 results. Sanlam , Discovery Limited , Old Mutual Limited , Momentum Group Limited...

Adam Strydom
Oct 18, 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...

Adam Strydom
Oct 17, 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...

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
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