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Transaction Activity Picked Up in 2024
HgT 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 25, 20251 min read


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

Adam Strydom
Feb 25, 20251 min read


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 21, 20251 min read


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 21, 20251 min read


Argent's Diversification Strategy
ALG Newsletter - Argent's diversification strategy. In this week's newsletter, Austin Lawrence Gidon 's metals and mining analyst, ...

Adam Strydom
Feb 21, 20251 min read


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
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