Trade Ideas
Local Trade Idea: Netcare Limited (NTC) - BUY
We initiate a long position. Our upside target is set at R16. We recommend a stop-loss at R13.40.
13 May 2025
Trade Ideas
Local Trade Idea: Netcare Limited (NTC) - BUY
We initiate a long position. Our upside target is set at R16. We recommend a stop-loss at R13.40.
13 May 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 17
12 May 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 16
This week we cover the latest US jobs report and what to make of the latest US rally. We also cover Palantir as well as Tencent and Naspers. Lastly what to look out for next week and Chantal's stock pick.
05 May 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 15
28 April 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 14
This week we cover the latest US earnings season as well as inflation concerns. We also discuss the US China trade war as well as the Rands performance this past week. Lastly what to look out for the in coming week as well as Chantal's stock pick.
21 April 2025
Flash Notes
Mining production slumps sharply in February, pointing to a weak 1Q25 GDP contribution
Mining production (not seasonally adjusted) declined sharply by 9.6% y/y in February, following a downwardly revised 1.5% contraction in January (previously -2.7%). The February outcome was notably weaker than expectations, surprising to the downside by 5.8 percentage points (ppts) relative to the Reuters consensus forecast of a 3.8% decline. Excluding gold, mining output fell by an even steeper 10.0% y/y.
15 April 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 13
14 April 2025
Saving and Investing
Resetting the world order
As investment professionals our job is largely to distinguish the signals from the noise, a challenging but for the most part, manageable endeavour. When Donald Trump took office on 20 January 2025, (to quote Richmond Fed President Tom Barkin) a dense fog descended over global markets - and indeed global politics.
07 April 2025
Flash Notes
Mining production slumps sharply in February, pointing to a weak 1Q25 GDP contribution
15 April 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 17
12 May 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 16
05 May 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 15
28 April 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 14
21 April 2025
Disclaimer
This Publication note is issued by FNB for the information of clients only and should not be produced in whole or part without prior permission. Although FNB is an Authorised Financial Services Provider, any opinions and/or analysis contained in this Publication are for informational purposes only and should not be considered advice, including but not limited to financial, legal or tax advice, or a recommendation to invest in any security or to adopt any investment strategy. The information contained herein has been obtained from sources/persons which we believe to be reliable. Still, it is not guaranteed for correctness, completeness or otherwise. We do not assume liability for loss arising from errors in the information or that may be suffered from using or relying on the information contained herein, irrespective of whether there has been any negligence by us, our affiliates or any other employees of ours, and whether such losses are direct or consequential. As market and economic conditions are subject to rapid change, any comments, opinions and analyses are rendered as of the date of publishing and may change without notice. Such changes may have a material impact on the outcome of any investment. Securities involve a degree of risk and are volatile instruments. Past performance is not indicative of future performance. Securities or financial instruments mentioned in the Publication note may not be suitable for all investors, and FNB bears no responsibility whatsoever arising from or as a consequence thereof. The material is not intended as a complete analysis of every material fact regarding any share, instrument, sector, region, market, country, investment or strategy. The recipient of this Publication must make their own investment decision and is advised to contact their relationship manager for a personal financial analysis before making any investment decisions. Copyright 2023.
