ALG Newsletter - Strong results for SA insurers. The SA insurer results season kicked off on Monday with excellent results from  Santam Insurance . We expect the rest of the cycle to be very strong with trading updates and consensus forecasts pointing to earnings growth of 15% to 40% plus, although new business volumes are expected to disappoint. Our newsletter below details the expected drivers of this strong performance. Sign up for our monthly product to gain access to our

BANCO BAI  ( BAI) is the largest Angolan bank by assets. It is a money centre, institutional-focused bank, with high investment and trading revenue, funded by a diversified deposit base. Its strong capital base and solvency position it for growth in an Angolan economic upswing. BAI’s low loan-to-deposit ratio provides optionality in the long term to drive higher returns on assets and equity. It started to roll out credit more strongly during FY24, a trend that has continued i

Sylvania Platinum Limited 's Q425 results included a fourth straight quarterly production improvement, a 13.5% increase in the platinum...

Halyk Bank  is a leading financial services group in Kazakhstan and Central Asia, as well as the largest local bank by assets, and has...

Target Healthcare REIT Ltd (THRL)  operates in a structurally supported market with a growing elderly population and the need to improve...

Molten Ventures  confirmed the key highlights from its FY25 trading statement published in April, including a positive uptick in...

ALG Newsletter - Topical issues for SA life assurers. On the back of an easing in Middle East tensions, bond yields have declined, the...

ALG Newsletter - Underwriting - Harder for longer? Santam Insurance's 1Q25 operational update may point to a harder-for-longer...

Sylvania Platinum Limited  has increased its full-year 4E platinum group metals (PGM) guidance again, to 78,000–80,000oz. Positive...

ALG Newsletter - Stunning rise of Capitec Insurance. Capitec Insurance grew its funeral and life policy count by 25% in FY25 compared...