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Writer's pictureLester Davids

Research: Insights & Opportunities - Friday, 08 March 2024

Updated: Apr 4

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Lester Davids

Analyst: Unum Capital


 

The Resource Centre + other valuable links can be found at the bottom of this page.


Today's Key Event: February U.S. Payroll Data (15:30pm).



06h30 | Technical Summary: Mid & Large Caps, as of Yesterday's close:



06h30 | TECHNICAL SCREEN: Overbought In The Short Term - How To Approach These Shares. The tickers & strategy are on the slide below:



06h30 | TECHNICAL SCREEN: Strong within a bullish regime - How To Approach These Shares. The tickers & strategy are on the slide below:



06h30 | JSE Relative Sector Regimes, as of yesterday’s close.


Top 40, Technology, Diversified Miners, Banks, Insurers



Gold Miners, Platinum Miners, Consumer Staples, Consumer Discretionary, Pharmaceuticals & Hospitals



Coal Miners, Telecoms, Paper & Pulp, Chemicals, Luxury Goods, USD/ZAR



06h30 | DCP Dic-Chem Pharmacies. The share appears in the short term overbought category however I thought it would be worthwhile discussing the share, with related charts. Here are 5 points to note:

 

1. DCP is rated as short term ‘overbought’. From yesterday’s end of day Tactical Trading Guide, this is what the readings state:



2. DCP  is +44% from it’s October low (2230c to 3222c)

3. DCP is nearing it’s 61.8% Fibonacci Retracement Zone.



4. Relative to the Top 40 Index, DCP is trading 25% above it’s 200-day moving average. By historical measures, this appears extended to the upside.



DCP. On an absolute basis, the share is trading 22% above it’s 200-day simple moving average. By historical measures, this appears extended to the upside.



DCP Dis-Chem Pharmacies Bottom Line: At or near current levels presents an opportunity to reduce buy/long side risk, or sell/short. How can traders approach the share?

 

An overbought rating often overlaps with high bullish momentum however the long-side reward-to-risk can be unappealing. How can traders approach these shares and how can it lead to a trading opportunity?


The bullish price momentum could continue, however traders may want to look for early signs of a slowdown via: (1) poor candle candle structure on the lower (intraday) time frames.

The emergence of a neutral or bearish candle, for example: a ‘doji’, bearish engulfing, long upper tail etc combined with sizeable offers which may signal some institutional selling.


Friday 08 March 2024, 06h30 | NPN Naspers. Bottom Line: (1) Improving candle structure (see yesterday’s piercing candle). (2) Nearing it’s 2nd gap fill (3) The Tactical Trading Guide is inching toward a buy/rebound potential.



NPN Daily Chart + 200-Week Moving Average



06h30 | Update: STXRES vs CNYUSD. Satrix Resources has started to turn up…now trading +5500c. My comment on 13 February: "What does this chart highlight? The divergence between the Satrix Resources ETF/Portfolio and the Chinese Yuan/US Dollar currency pairs. Why is it significant? While the STXRES ETF has printed lower lows, the CNYUSD currency pair has printed higher lows. The gradual bullish reversal in the CNYUSD pair could be indicative of a potential bullish reversal in STXRES."



Friday, 08 March 2024, 06h30 | IMP Impala Platinum: The potential price path is highlighted on the chart. The readings from The Tactical Trading Trading Guide, which includes the share's short term rating and regime, is also shown below:




06h30 | HAR Harmony Gold: The potential price path is highlighted on the chart. The readings from The Tactical Trading Trading Guide, which includes the share's short term rating and regime, is also shown below:



06h30 | TGA Thungela Resources reached a high of R115 (from R103). The candle formations (3 doji's) as well as the readings from the Tactical Trading Guide (also shown on the orginal chart) is highlighted below.



06h30 | QCOM Qualcomm Inc - FULL TARGET REACHED at $175. BANK/TAKE PROFITS



06h30 | Tactical Trading Guide (Share Commentary): Largest 60 Shares By Market Cap. Click here to access the data set => https://www.unum.capital/post/tactical-trading-guide



Lester Davids

Analyst: Unum Capital

 

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