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Writer's pictureLester Davids

Research: Insights & Opportunities

Updated: Feb 24

To trade, or open a new account, contact the Unum Capital Trading Desk:

E-mail: tradingdesk@unum.co.za | Call: 011 384 2923


Lester Davids

Analyst: Unum Capital

 

Monday, 26 February 2024 - [click on the text below to access the research] 



Friday, 23 February 2024



Thursday, 22 February 2024


NED Nedbank Group {published intraday}

Copper/Gold Ratio {published intraday}


Wednesday, 21 February 2024


Invesco Nasdaq 100 ETF {published intraday}

S&P 500 Index (E-mini Future) {published intraday}

Bid Corp {published intraday}


Tuesday, 20 February 2024



Monday, 19 February 2024



Friday, 16 February 2024



Thursday, 15 February 2024



Wednesday, 14 February 2024



Tuesday, 13 February 2024


S&P 500 vs TLT (Bonds) {published intraday}


Monday, 12 February 2024


Trade Alert: QCOM Qualcomm Inc {published intraday}


Friday, 09 February 2024



Thursday, 08 February 2024


GFI Gold Fields {published intraday}

NPN Naspers Ltd {published intraday}

SPY S&P 500 ETF: Analysis {published intraday}


Wednesday, 07 February 2024


GLN Glencore Plc {published intraday}

AVI Ltd {published intraday}


Tuesday, 06 February 2024


BKNG Booking Holdings {published intraday}


Monday, 05 February 2024



Friday, 02 February 2024


Thursday, 01 February 2024


TRU Truworths {published intraday}


Wednesday, 31 January 2024


QQQ Invesco (Nasdaq 100) Analysis {published intraday}

CFR Richemont {published intraday}

GFI Gold Fields {published intraday}


Tuesday, 30 January 2024


S&P 500 Index Future (ES1) {published intraday}

Old Mutual (OMU) {published intraday}

Anheuser Busch-Inbev (ANH) {published intraday}

Trade Setup: Ferrari (RACE) {published intraday}


Monday, 29 January 2024



Friday, 26 January 2024



Thursday, 25 January 2024



Wednesday, 24 January 2024



Tuesday, 23 January 2024



Monday, 22 January 2024


https://www.unum.capital/post/__nte Trade Alert: Synopsys (SNPS)

https://www.unum.capital/post/__nte Outsurance Group (OUT)

https://www.unum.capital/post/__nte JSE Relative Sector Ratings https://www.unum.capital/post/__nte Key Markets: Short Term Regimes

https://www.unum.capital/post/tactical-trading-guide Tactical Trading Guide: JSE Equities (Share Commentary For +90 Mid/Large Caps)

https://www.unum.capital/post/__nte Offshore: BRK.B / ADBE / ROP / SNOW


Friday, 19 January 2024


https://www.unum.capital/post/__nte Offshore Setups: MORN, DRI, GRMN, MU

https://www.unum.capital/post/__nte Netcare: Above Average Volume

https://www.unum.capital/post/__nte Tactical Trading Guide: Top Stocks [ABG, AGL, ANG, APN, BHG]

https://www.unum.capital/post/__nte Tactical Trading Guide: Top Stocks [BID, BVT, FSR, IMP, MTN]

https://www.unum.capital/post/__nte Key Markets: Short Term Regimes


Thursday, 18 January 2024


https://www.unum.capital/post/__nte Strategy Screen: Piercing Candle Structures

https://www.unum.capital/post/__nte Strategy Screen: ARI/BHG/DSY/GLN/KIO/SOL

https://www.unum.capital/post/__nte Discovery Holdings (DSY)

https://www.unum.capital/post/__nte AVI Ltd (AVI) - Downside Follow-Through

https://www.unum.capital/post/tactical-trading-guide Tactical Trading Guide: JSE Equities (+90 Mid/Large Caps)


Wednesday, 17 January 2024


https://www.unum.capital/post/__nte Offshore: Toyota Motor | MOH | FCN

https://www.unum.capital/post/__nte Offshore: GTLB | BIRK | BZRE

https://www.unum.capital/post/__nte Offshore: Monolithic Power Systems (MPWR)

https://www.unum.capital/post/__nte Analyst Thoughts: Defensive Positioning Underway

https://www.unum.capital/post/__nte Sector Breadth/Net High-Lows

https://www.unum.capital/post/__nte African Rainbow Minerals (ARI)

https://www.unum.capital/post/__nte Aspen Pharmacare (APN)

https://www.unum.capital/post/tactical-trading-guide Tactical Trading Guide: JSE Equities (+90 Mid/Large Caps)


Tuesday, 16 January 2024


https://www.unum.capital/post/__nte JSE Relative Sector Ratings

https://www.unum.capital/post/__nte Exxaro Resources (EXX)

https://www.unum.capital/post/__nte Reinet Investments (RNI)

https://www.unum.capital/post/__nte Vodacom/JSE Top 40 (Relative) https://www.unum.capital/post/__nte Satrix Financials (STXFIN)

https://www.unum.capital/post/tactical-trading-guide Tactical Trading Guide: JSE Equities


Monday, 15 January 2024


https://www.unum.capital/post/__nte Trade Alert: Capitec Bank (CPI)

https://www.unum.capital/post/__nte JSE Relative Sector Ratings

https://www.unum.capital/post/__nte JSE Sectors Short Term Trend Relative To JSE Top 40 Index

https://www.unum.capital/post/__nte Dis-Chem Pharmacies (DCP)

https://www.unum.capital/post/__nte Shoprite Holdings (SHP)

https://www.unum.capital/post/__nte Strategy Screen: HAR, ITE, SSW, TRU https://www.unum.capital/post/__nte Strategy Screen: DRD

https://www.unum.capital/post/__nte Media Comment: Business Day (Online)

https://www.unum.capital/post/tactical-trading-guide Tactical Trading Guide: JSE Equities


Friday, 12 January 2024 *OUT OF OFFICE*


Thursday, 11 January 2024


https://www.unum.capital/post/__nte JSE Share Commentary: Top 30/Liquid

https://www.unum.capital/post/__nte JSE Sectors Short Term Trend Relative To JSE Top 40 Index

https://www.unum.capital/post/__nte Global Insurers and Re-Insurers (AJG, MMC, MUV2 & HNR1)


Wednesday, 10 January 2024


https://www.unum.capital/post/__nte Trade Alert: Digital Realty Trust (DLR)

https://www.unum.capital/post/__nte Constellation Brands (STZ)

https://www.unum.capital/post/__nte Palantir / Ferrari / Thales / DraftKings

https://www.unum.capital/post/__nte JSE Sectors Short Term Trend Relative To JSE Top 40 Index


Tuesday, 09 January 2024


https://www.unum.capital/post/__nte JSE Relative Sector Ratings

https://www.unum.capital/post/tactical-trading-guide Tactical Trading Guide: JSE Equities


Monday, 08 January 2024


https://www.unum.capital/post/__nte JSE Sectors Short Term Trend Relative To JSE Top 40 Index

https://www.unum.capital/post/__nte British American Tobacco (BTI)

https://www.unum.capital/post/__nte Fortress Real Estate (FFA)

https://www.unum.capital/post/__nte JSE Insurers: Relative Strength

https://www.unum.capital/post/tactical-trading-guide Tactical Trading Guide: JSE Equities


Friday, 05 January 2024


https://www.unum.capital/post/__nte Analyst Thoughts (Initial)

https://www.unum.capital/post/__nte JSE Relative Sector Ratings

https://www.unum.capital/post/__nte Shoprite Holdings (SHP)

https://www.unum.capital/post/__nte Aspen Pharmacare (APN)

https://www.unum.capital/post/__nte US 10-Year Bond Yield (US10Y) https://www.unum.capital/post/tactical-trading-guide Tactical Trading Guide: JSE Equities

https://www.unum.capital/post/__nte Trade Idea Updates: SAP, GLN, CLS


Tuesday, 19 December 2023


https://www.unum.capital/post/__nte US Steel Corp Agrees To Be Bought

https://www.unum.capital/post/tactical-trading-guide Tactical Trading Guide: JSE Equities


Monday, 18 December 2023


https://www.unum.capital/post/__nte JSE Relative Sector Ratings

https://www.unum.capital/post/__nte Share Commentary: Top 20 By Market Cap

https://www.unum.capital/post/__nte Strategy Screen (ARI, GLN, NPH, WHL)

https://www.unum.capital/post/__nte Satrix Property: Upside Follow-Through +9.9%

https://www.unum.capital/post/__nte Sirius Real Estate (SRE): Trigger +2175c

https://www.unum.capital/post/__nte MTN Group: Short Term Overbought

https://www.unum.capital/post/__nte Platinum & Precious Metals Sector: Relative Strength

https://www.unum.capital/post/tactical-trading-guide Tactical Trading Guide: JSE Equities


Thursday, 14 December 2023


https://www.unum.capital/post/__nte JSE Top 40 Index (J200)

https://www.unum.capital/post/tactical-trading-guide Tactical Trading Guide: JSE Equities


Wednesday, 13 December 2023


https://www.unum.capital/post/__nte Primary Trends: Selected Large Caps (30)

https://www.unum.capital/post/tactical-trading-guide Tactical Trading Guide: JSE Equities


Tuesday, 12 December 2023


https://www.unum.capital/post/__nte Long Term Trading Commentary: Selected Large Caps (22)

https://www.unum.capital/post/__nte Aspen Pharmacare (APN)

https://www.unum.capital/post/__nte Anglo American Plc (AGL)

https://www.unum.capital/post/tactical-trading-guide Tactical Trading Guide: JSE Equities


Monday, 11 December 2023


https://www.unum.capital/post/__nte KIO: Short/Sell Target Exceeded

https://www.unum.capital/post/__nte JSE Sector Ratings as of Friday's close

https://www.unum.capital/post/__nte Strategy Screen: INL, INP, RNI, TFG

https://www.unum.capital/post/__nte Strategy Screen: SOL, DRD, ANG, AGL

https://www.unum.capital/post/__nte Strategy Screen: CLS, MNP

https://www.unum.capital/post/tactical-trading-guide Tactical Trading Guide: JSE Equities


 




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