top of page

Consumer Discretionary / Clients Positioned For Alpha

Writer's picture: Lester DavidsLester Davids

Trade JSE Shares with Unum Capital.

To get started, email lester@unum.co.za


  • If you avoided JSE consumer discretionary shares during January, or well short, well done.

  • Relative to the JSE Top 40 Index, the group is down 15%.

  • The chart below is a ratio/relative of MRP, TFG, TRU, WHL vs JSE Top 40 Index.

  • Previous Post (07 January) highlighted that the bullish momentum was waning. Scroll down to view previous/original post. https://www.unum.capital/post/cons-disc-rel-waning



 

Previous Post (07 January): JSE Consumer Discretionary: Relative To The Top 40, Bullish Momentum Is Waning


Note the bearish MACD crossover and histogram which previously warned around a pullback.

Equally-weighted index includes (TFG, MRP, TRU, WHL)


Lester Davids

Analyst: Unum Capital

2 views0 comments

Recent Posts

See All

Comments


bottom of page