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☰ Research: 04 - 08 August 2025

  • Writer: Lester Davids
    Lester Davids
  • Aug 1
  • 3 min read

Updated: Aug 7

Thank you for your interest in our research. Our aim is to convey insights that help clients: (1) Manage Risks and (2) Uncover Opportunities. Year-to-date we have published over 1000 research notes that helps clients do just that. If you've been a consumer of our research but have not traded via the Unum Capital trading desk, why not consider making us your trading services provider? To open a trading account and/or move from your existing service provider, email tradingdesk@unum.co.za

  1. Free Running +114%: Our European A.I Infrastructure Play https://www.unum.capital/post/nbisrun

  2. Free Running +10% & Approaching Full Target at $52 https://www.unum.capital/post/ringten

  3. Free Trading Glencore Plc https://www.unum.capital/post/glnsto

  4. Free Trading DRD Gold https://www.unum.capital/post/drdrun

  5. Free MTN Group https://www.unum.capital/post/mtncall

  6. Free Gold Fields +26% On Bull Flag. Reduce Into Strength https://www.unum.capital/post/golfie

  7. Premium. Avoid This Share https://www.unum.capital/post/avoishare

  8. Free iShares U.S Insurers ETF (via Technical Screens) https://www.unum.capital/post/iakmove

  9. Free Trading Harmony Gold https://www.unum.capital/post/harpath

  10. Free Global Idea: Cummins (Power Solutions) https://www.unum.capital/post/cummins

  11. Free Astera Labs: Target Exceeding on Strong Earnings (Running +46%) https://www.unum.capital/post/alabswin

  12. Free Southern Sun (Small Cap/Lower Liquidity) https://www.unum.capital/post/sousun

  13. Free Shopify: Running +20% on Strong Results & Raised Guidance https://www.unum.capital/post/shopearn

  14. Free Arista Networks: Running +14% on Very Strong Results https://www.unum.capital/post/anetwks

  15. Free JSE Top 40 Index: Bull Trend With Caveats https://www.unum.capital/post/bullcav

  16. Free Life Healthcare/J200 Relative: Distance & Divergence https://www.unum.capital/post/lifehrel

  17. Free iShares Global Gold Miners ETF: Running +7.2% https://www.unum.capital/post/ringrun

  18. Free Trading SPY ETF (S&P 500) https://www.unum.capital/post/traspy

  19. Free Symbotic Running +34% (+Two-Year High) https://www.unum.capital/post/symborun

  20. Free Trading Telkom https://www.unum.capital/post/tkgdrop

  21. Free Trading Coronation Fund Managers https://www.unum.capital/post/corona

  22. Free Global Idea: Energy Fuels https://www.unum.capital/post/enfuel

  23. Free Trading Mondi Plc https://www.unum.capital/post/mnpcoutr

  24. Free Playbook: Major Currencies (Incl. USD, GBP & JPY) https://www.unum.capital/post/pbcurre

  25. Free Trading MTN Group https://www.unum.capital/post/mtnbullt

  26. Free Global Idea: MLP & Energy Infrastructure ETF https://www.unum.capital/post/mlpxetf

  27. Free Trading Meta Platforms https://www.unum.capital/post/metaclose

  28. Free Symbotic Running +19% https://www.unum.capital/post/symbrun

  29. Free Trading Harmony Gold https://www.unum.capital/post/harmvol

  30. Free Gold Fields Bull Flag +15% https://www.unum.capital/post/gfiflag

  31. Free The Future is Here: eVTOL Update https://www.unum.capital/post/evtrally

  32. Free Trading Impala Platinum https://www.unum.capital/post/implatrade

  33. Free Trading Thungela Resources https://www.unum.capital/post/thungreso

  34. Free Global Idea: Generac Holdings https://www.unum.capital/post/generac

  35. Free FirstRand: Target Reached at 8100c https://www.unum.capital/post/fsrtarget

  36. Free (USDZAR) Bloomberg Commentary / Unum Capital https://www.unum.capital/post/bberguc

  37. Featured Post: Utilities Take #1 Spot https://www.unum.capital/post/utesn1

  38. Free S&P 500: Unwind From O/Bought + Breadth https://www.unum.capital/post/sp5net

  39. Free Volatility Index: Running +25% On Shift To Risk Off https://www.unum.capital/post/volindx

  40. Free iShares +20-Year Treasury https://www.unum.capital/post/isharestlt

  41. Free Global Equity Indices: $SPY $DJI $FTSE $J200 https://www.unum.capital/post/gleind

  42. Free JSE Telecoms $MTN $BLU $TKG $VOD https://www.unum.capital/post/telcohigh

  43. Free Trading Gold Fields https://www.unum.capital/post/gfields

  44. Free Trading FirstRand https://www.unum.capital/post/fsrunni

  45. Free Trading Standard Bank https://www.unum.capital/post/sbankre

  46. Free Trading Exxaro Resources https://www.unum.capital/post/exxtwone

  47. Free JSE Top 40 Index https://www.unum.capital/post/40rvse

  48. Free Market Risk Index (Sentiment): Daily | Weekly | Monthly https://www.unum.capital/post/riskinx

  49. Free Breadth/Internals: Impact on Index https://www.unum.capital/post/breadthctxt

  50. Free ☰ Overbought on Daily/Weekly https://www.unum.capital/post/obodwe

  51. Free JSE Relative Sector Analysis https://www.unum.capital/post/bredowns

  52. Free Where is the Money Flowing? https://www.unum.capital/post/secflows

  53. Premium. Playbook: Commodities (PDF) https://www.unum.capital/post/pbookcom

  54. Free Ranking The Sectors (Most to Least Preferred) https://www.unum.capital/post/rankinsec

  55. Free JSE Sectors: Leaders | Movers | Laggards https://www.unum.capital/post/resectake

  56. Free Thematic Sector Breakdown https://www.unum.capital/post/secflows

  57. Free U.S. Sectors: M.A Analysis - Leaders | Movers | Laggards

  58. Free US Market Breadth + Momentum + Rankings The Sectors https://www.unum.capital/post/fivhmbr

  59. Unum Capital on Bloomberg: https://www.unum.capital/post/bbergt

Archive: Year-To-Date


Lester Davids

Senior Investment Analyst: Unum Capital


*Disclosure: To compliment our existing research, we have started incorporating automated tools such as Artificial Intelligence (A.I). Here are three ways in which it helps us: (1) SORT (large data sets); (2) SPEED (compile info/notes at an even greater speed); (3) SIGHT (enhance the visual appeal of our charts/data).

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