Everything you need to know about the markets this week
Weekly opportunities podcast EP 46
This week was all about Nvidia's third quarter results. Chantal and I cover the results as well as the market reaction. We also discuss the impact the results had on other tech companies. Lastly what to look out for in the week ahead as well as Chantal's stock ideas.
25 November 2024
Everything you need to know about the markets this week
Weekly opportunities podcast EP 45
This week we discuss US sentiment, Tesla and Elon Musks association with the Trump campaign as well as Tencent's results. We also cover the upcoming Boxer IPO as well as SDC's stock pick.
18 November 2024
Flash Notes
3Q24 QLFS: A better outcome, employment still stalled by lack of robust growth
12 November 2024
Equity Insights
Boxer: Punching above its weight -updated
Earlier this year, parent company, Pick n Pay, announced that it will list Boxer separately on the Johannesburg Stock Exchange (JSE with a secondary listing on the A2X). The significant development follows on from Pick n Pay's recapitalisation plan to stabilise its balance sheet and restore investor confidence. The new era sets Boxer up to spread its wings and forge its own path.
11 November 2024
Everything you need to know about the markets this week
Weekly opportunities podcast EP 44
11 November 2024
Equity Insights
Aveng - Rebuilding value?
Established in 1889, Aveng is a South African-listed international engineering-led contractor focused on infrastructure, resource, and contract mining in selected markets, capitalising on the expertise and experience of its subsidiaries.
06 November 2024
Everything you need to know about the markets this week
Weekly opportunities podcast EP 43
04 November 2024
Economics weekly
2024 MTBPS: Emphasis on public-private infrastructure investment for inclusive and sustainable growth
01 November 2024
Flash Notes
3Q24 QLFS: A better outcome, employment still stalled by lack of robust growth
12 November 2024
Everything you need to know about the markets this week
Weekly opportunities podcast EP 46
25 November 2024
Everything you need to know about the markets this week
Weekly opportunities podcast EP 45
18 November 2024
Everything you need to know about the markets this week
Weekly opportunities podcast EP 44
11 November 2024
Everything you need to know about the markets this week
Weekly opportunities podcast EP 43
04 November 2024
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 but is not guaranteed for correctness, completeness or otherwise and 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 us, and whether such losses be direct or consequential. As market and economic conditions are subject to rapid change, any comments, opinions and analysis is 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 performances. Securities or financial instruments mentioned in the Publication note may not be suitable for all investors and FNB bares no responsibility whatsoever arising from or as a consequence hereof. 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 his relationship manager for a personal financial analysis prior to making any investment decisions. Copyright 2023.
