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Writer's pictureLester Davids

Research: Insights & Trading Opportunities

Updated: Jun 19

RESEARCH INSIGHTS and IDEAS are communicated through the following forums:


  • (1) This page, with links to all charts/notes. When this page becomes full, it will be moved to a new link.

  • (2) The Tactical Trading Guide (Automated: The full data set is emailed is internally every evening at 7:30pm)

  • (3) The Telegram group

  • (4) The CMS


WINNERS: Ideas & Insights That Have Contributed To Performance (Not Comprehensive)

 

LOSERS: Ideas & Insights That Have Detracted From Performance (Not Comprehensive)


Lester Davids

Analyst: Unum Capital

 

Tuesday, 18 June 2024 [click on the text below to access each research item]



Monday, 17 June 2024 [click on the text below to access each research item]



Friday, 14 June 2024 [click on the text below to access each research item]



Thursday, 13 June 2024 [click on the text below to access each research item]



Wednesday, 12 June 2024 [click on the text below to access each research item]



Tuesday, 11 June 2024 [click on the text below to access each research item]



Monday, 10 June 2024 [click on the text below to access each research item]



Friday, 07 June 2024 [click on the text below to access each research item]



Thursday, 06 June 2024 [click on the text below to access each research item]



Wednesday, 05 June 2024 [click on the text below to access each research item]



Tuesday, 04 June 2024 [click on the text below to access each research item]



Monday, 03 June 2024 [click on the text below to access each research item]



Friday, 31 May 2024 [click on the text below to access each research item]



Thursday, 30 May 2024 [click on the text below to access each research item]



Tuesday, 28 May 2024


  • Update: CPI Capitec Bank 🔒| 06h30

  • JSE Top 40 Index 🔒| 06h30

  • JSE Technical Summary 🔒| 06h30

  • Technical Note: CLS Clicks 🔒| 06h30


Monday, 27 May 2024


  • Trade Idea: Resources Sector 🔒| 12h40

  • Talking Points 🔒| Pre-Market Asia / Sunday

  • Best Ideas: Leading Candidates 🔒| Pre-Market Asia / Sunday

  • JSE Top 40 Index 🔒| Pre-Market Asia / Sunday

  • JSE Technical Summary 🔒| Pre-Market Asia / Sunday

  • JSE Sector Ratings 🔒| Pre-Market Asia / Sunday


Friday, 24 May 2024


  • Trade Idea: Retail Sector 🔒| 15h00

  • Best Ideas: High Level View 🔒| 10h40pm / As Of Thursday Evening

  • Technical Note: SHP Shoprite Holdings 🔒| 06h30

  • Technical Note: PPH Pepkor Holdings 🔒| 06h30


Thursday, 23 May 2024


  • SA 10-Year Bond Yield 🔒| 12h14

  • Trade Idea: Financial Sector 🔒| 08h28

  • High Level Views: Large Caps, Indices, FX & Commodities 🔒| 06h30

  • JSE Top 20: Technical Trend Rating + Nearest Action 🔒| 06h30

  • My Watchlist: Two (2) Tickers At or Very To Execution 🔒| 06h30


Wednesday, 22 May 2024


  • Trade Idea: Large Cap (Medical/Healthcare) 🔒| 06h30

  • Trade Idea: Large Cap (Industrial) 🔒| 06h30

  • Technical Summary: JSE Mid & Large Caps 🔒| 06h30

  • JSE Top 20: Technical Trend Rating + Nearest Action 🔒| 06h30

  • Tactical Trading Guide: Share Commentary For 90 JSE Shares 🔒| 06h30

  • High Level Views: Large Caps, Indices, FX & Commodities 🔒| 06h30


Tuesday, 21 May 2024


  • Trade Idea: Currency Market🔒| 15h03

  • Trade Idea: Top 40 Constituent (Financial Sector)🔒| 10h30

  • Active Trading Plan (7-Page PDF). Reading Time: 2 Minutes🔒| 06h30


Monday, 20 May 2024 [click on the text below to access each research item]


  • Trade Idea: Top 40 Constituent (Resources Sector) 🔒| 06h30

  • Trade Idea: Top 40 Constituent (Industrials Sector)🔒| 06h30

  • Trade Idea: Index 🔒| 06h30

  • UPDATE: ABG Absa: Strong Bullish Reversal | 06h30

  • Tactical Trading Guide 🔒| 06h30

  • Active Trading Plan (12-Page PDF). Reading Time: 2 Minutes🔒| Pre-Market Asia / Sunday


Friday, 17 May 2024 [click on the text below to access each research item]



Thursday, 16 May 2024 [click on the text below to access each research item]



Wednesday, 15 May 2024 [click on the text below to access each research item]


  • FX: EUR/USD - Technical Chart View + reading via Tactical Trading Guide 🔒| 15h40

  • MACRO: High Level Views [Technical Trend Rating + Nearest Action] 🔒| 13h47

  • Update: Copper Futures | 13h47

  • Update: IMP Now +25% On Buy Re-Entry | 09h03

  • Update on Monday's Flash Comment 🔒| 07h54

  • JSE Top 20: Technical Trend Ratings 🔒| 06h30

  • JSE Technical Summary + Where Buyers & Seller Have Been Most Dominant 🔒| 06h30

  • Tactical Trading Guide | 06h30


Tuesday, 14 May 2024 [click on the text below to access each research item]



Monday, 13 May 2024 [click on the text below to access each research item]



Friday, 10 May 2024 [click on the text below to access each research item]



Thursday, 09 May 2024 [click on the text below to access each research item]



Wednesday, 08 May 2024 [click on the text below to access each research item]


  • Offshore Trade Idea: Sell/Short 🔒| 21h00

  • Nasdaq 100: Strong Rebound + Ratings Shift | 12h34

  • Trade Ideas: Strategy Screens 🔒| 06h30

  • JSE Top 20 Technical Trend Ratings 🔒| 06h30

  • High Level Views: JSE Top 20 🔒| 06h30

  • JSE Technical Summary + Where Buyers & Seller Have Been Most Dominant 🔒| 06h30

  • JSE Sector Ratings Change 🔒| 06h30

  • Tactical Trading Guide 🔒| 06h30


Tuesday, 07 May 2024 [click on the text below to access each research item]


  • Major FX, Indices & Commodities: High Level Views for Active Traders 🔒| 14h57

  • JSE Top 40 Index 🔒| 10h23

  • Talking Points: Price Action [Reading Time: 90 Seconds] 🔒| 06h30

  • JSE Top 20 Technical Trend Ratings 🔒| 06h30

  • High Level Views: JSE Top 20 🔒| 06h30

  • JSE Technical Summary + Where Buyers & Seller Have Been Most Dominant 🔒| 06h30

  • JSE Sector Ratings Change 🔒| 06h30

  • Tactical Trading Guide 🔒| 06h30


Monday, 06 May 2024 [click on the text below to access each research item]



Friday, 03 May 2024 [click on the text below to access each research item]



Thursday, 02 May 2024 [click on the text below to access each research item]


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