☰ Research: 11 - 15 August 2025

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 Global Idea: Ecolab https://www.unum.capital/post/ecolab

2. Free Market Neutral/Pair Trade Insights: HAR vs GFI/ANG https://www.unum.capital/post/pairhar

3. Free Jubilee Metals Group: 3 Charts Worth Noting https://www.unum.capital/post/jblmet

4. Free Trading Glencore: Rebounding +6.3% + Generating Cash Flow https://www.unum.capital/post/glenreb

5. Featured Post: Telecoms $BLU $TKG $MTN $VOD https://www.unum.capital/post/tradeyear

6. Free JSE Top 40 Index https://www.unum.capital/post/fortyix

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

8. Free ☰ Overbought on Daily/Weekly https://www.unum.capital/post/obough

9. Free JSE Relative Sector Analysis https://www.unum.capital/post/rsecay

10. Free Where is the Money Flowing? https://www.unum.capital/post/jsemflo

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

12. Free Thematic Sector Breakdown https://www.unum.capital/post/themsb

13. Free Global Buy Idea: Dominion Energy https://www.unum.capital/post/denergy

14. Free Global Buy Idea: Kroger https://www.unum.capital/post/kroger

15. Free Global Buy Idea: Jacobs Solutions https://www.unum.capital/post/jsolut

16. Free Global Buy Idea: Leidos https://www.unum.capital/post/leidos

17. Free Global Idea: Warrior Met Coal https://www.unum.capital/post/hhcoal

18. Premium. Top 10: Moving Ave + Mean Reversion + Trend + Candle Struc https://www.unum.capital/post/topten

19. Premium. Re-Emerging Strength in $WMT $HD $COST https://www.unum.capital/post/remstaples

20. Premium. Invesco Pharmaceuticals ETF + JNJ https://www.unum.capital/post/uspharma

21. Premium. ETF Buy Idea https://www.unum.capital/post/takeurpick

22. Premium. 3 Healthcare Picks https://www.unum.capital/post/glblhcare

23. Free Trading MTN Group https://www.unum.capital/post/mtngrp

24. Free Trading Shoprite https://www.unum.capital/post/tradingshp

25. Free JSE Banks https://www.unum.capital/post/banksa

26. Free Uranium Energy Corp: Running +29% http://unum.capital/post/uecrun

27. Free European Financials ETF Running +33% https://www.unum.capital/post/eufiny

28. Free U.S. Sectors: M.A Analysis - Leaders | Movers | Laggards https://www.unum.capital/post/breamo

    • Our Capabilities: Gold Fields https://www.unum.capital/post/golfie

    • Our Capabilities: Harmony Gold https://www.unum.capital/post/harpath

    • Our Capabilities: MTN Group https://www.unum.capital/post/mtncall

    • Our Capabilities: Astera Labs https://www.unum.capital/post/alabswin

    • Our Capabilities: Shopify Inc https://www.unum.capital/post/shopearn

    • Our Capabilities: Arista Networks https://www.unum.capital/post/anetwks

    • Our Capabilities: Nebius (European A.I Infrastructure) https://www.unum.capital/post/nbisrun

    • Our Capabilities: Nintendo (JPY) https://www.unum.capital/post/ninterun

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Archive: Year-To-Date

04 to 08 August https://www.unum.capital/post/r0408august

28 July to 01 August https://www.unum.capital/post/r2801august

21 July to 25 July https://www.unum.capital/post/r2125july

14 July to 18 July https://www.unum.capital/post/r1418july

07 July to 11 July https://www.unum.capital/post/r0711july

30 June to 04 July https://www.unum.capital/post/r3004july

23 June to 27 June https://www.unum.capital/post/r2327june

16 June to 20 June https://www.unum.capital/post/r1620june

09 June to 13 June https://www.unum.capital/post/r0913june

02 June to 06 June https://www.unum.capital/post/r0206june

26 May to 30 May https://www.unum.capital/post/r2630may

19 May to 23 May https://www.unum.capital/post/r1923may

12 May to 16 May https://www.unum.capital/post/research-12-16-may-2025

05 May to 09 May https://www.unum.capital/post/research-05-09-may-2025

28 April to 02 May https://www.unum.capital/post/research-28-april-02-may-2025

21 April to 25 April https://www.unum.capital/post/212504

14 April to 18 April https://www.unum.capital/post/research-14-18-april-2025

07 April to 11 April https://www.unum.capital/post/research-07-11-april-2025

31 March to 04 April https://www.unum.capital/post/research-31-march-04-april-2025

24 March to 28 March https://www.unum.capital/post/research-24-28-march-2025

17 March to 21 March https://www.unum.capital/post/research-17-21-march-2025

10 March to 14 March https://www.unum.capital/post/research-10-14-march-2025

02 January to 07 March https://www.unum.capital/post/latest-research-january-2025

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).