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SA Insurer Results: Focus Area
ALG Newsletter - SA insurer results: focus areas. The SA insurer results season is about to kick off and there are many key areas to...

Adam Strydom
Mar 41 min read
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Moving to a Smokeless World
BAT ’s (BAT’s) strategy is to become a predominantly smokeless business, generating more than 50% of revenue (FY24: 17.5%) from smokeless...

Adam Strydom
Feb 261 min read
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Strong FY24 Results: FY25 Guidance Confirmed
THEON INTERNATIONAL Â has reported a strong set of maiden results as a listed company, along with good growth in order backlog, supporting...

Adam Strydom
Feb 261 min read
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Income and Capital Growth Continuing
Indexed rent reviews continue to drive earnings growth and property valuation uplifts at Target Healthcare REIT Ltd (THRL) . Meanwhile,...

Adam Strydom
Feb 261 min read
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Encouraging Start to The Year for Cresemba
Basilea Pharmaceutica  has continued its strong momentum into 2025, announcing the receipt of a CHF1.2m milestone payment for Cresemba...

Adam Strydom
Feb 261 min read
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Order Book Returns to Growth
discoverIE Group plc ’s Q325 update confirmed that it continues to see a gradual improvement in the trading environment, with the order...

Adam Strydom
Feb 251 min read
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Transaction Activity Picked Up in 2024
HgTÂ reported a robust 10.1% preliminary NAV total return (TR) in FY24 (of which 4.4% in Q424), which the company highlighted was...

Adam Strydom
Feb 251 min read
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Portfolio Optimisation to Enhance Value
SAFARI INVESTMENTS RSA LIMITED Â (SAR) is a retail property specialist that owns and operates suburban shopping centres in South Africa...

Adam Strydom
Feb 251 min read
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Direct Line Deal and Capacity Update
HELIOS UNDERWRITING PLC ’s (Helios’s) share price rose by 7% in the past two months, driven by healthy syndicate underwriting capacity...

Adam Strydom
Feb 211 min read
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Yield Spike and SA Life Assurers
ALG Newsletter - Yield spike and SA life assurers. The recent 150bp spike in SA 10-year bond yields has not yet resulted in downward...

Adam Strydom
Feb 211 min read
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