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☰ Research: 22 - 26 September 2025

  • Writer: Lester Davids
    Lester Davids
  • Sep 20
  • 3 min read

Updated: Sep 25

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 1200 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 Buy Idea: Volatility Index (VIX) https://www.unum.capital/post/buyvix

  2. Free Anglo American Plc: Running +20% https://www.unum.capital/post/anglogc

  3. Free Glencore Plc: Running +20% https://www.unum.capital/post/glenrebo

  4. Free Free 🎥Watch: Discussing Gold Fields https://www.unum.capital/post/gfielvi

  5. Free Free 🎥Watch: Discussing Sibanye Stillwater https://www.unum.capital/post/stilwvi

  6. Free Free 🎥Watch: Discussing Northam Platinum https://www.unum.capital/post/norplav

  7. Free Harmony Gold: Running +22% https://www.unum.capital/post/harmrun

  8. Free iShares MSCI Peru ETF: Running +27% https://www.unum.capital/post/perunn

  9. Free Global Buy Idea: Cellebrite https://www.unum.capital/post/cblti

  10. Free Global Buy Idea: American Battery Tech Co. https://www.unum.capital/post/_abat

  11. Free 🎥Watch: List of Overbought Shares (Daily) https://www.unum.capital/post/listobo

  12. Free Trading BHP Group https://www.unum.capital/post/bhgcre

  13. Free Update: Energy Fuels +60% in 6 Weeks https://www.unum.capital/post/efuels

  14. Free 🎥Watch: Discussing Sasol https://www.unum.capital/post/solevel

  15. Free Update: Uber Tech Above $100 & Running +65% https://www.unum.capital/post/uberrun

  16. Free Global Buy Idea: Solaris Energy Infrastructure https://www.unum.capital/post/solaris

  17. Free Global Buy Idea: Hallador Energy https://www.unum.capital/post/hallad

  18. Free Update: Impala Platinum Running +30% https://www.unum.capital/post/imprunn

  19. Free Update: Sibanye Stillwater Running +31% https://www.unum.capital/post/stilrunn

  20. Free Update: Harmony Gold Running +15% https://www.unum.capital/post/harrunn

  21. Featured Post: Market Risk Index: Approaching Elevated Levels https://www.unum.capital/post/mriskwe

  22. Featured Post: 🎥Watch: Valterra Platinum Reaches Target https://www.unum.capital/post/valwatch

  23. Free 🎥Watch: Spot Gold https://www.unum.capital/post/waxau

  24. Free JSE Top 40 Index: 4 Charts To Assess Reward-to-Risk https://www.unum.capital/post/fortyfour

  25. Free JSE Relative Sector Analysis https://www.unum.capital/post/scanaly

  26. Free Where is the Money Flowing? https://www.unum.capital/post/mflowng

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

  28. Free Thematic Sector Breakdown https://www.unum.capital/post/thematis

  29. Free Trading Prosus https://www.unum.capital/post/prxsixty

  30. Free Playbook: JSE Banks https://www.unum.capital/post/plabanks

  31. Free Global Buy Idea: Sealsq https://www.unum.capital/post/sealsq

  32. Free Update: Novo Nordisk Running +25% https://www.unum.capital/post/novorun

  33. Premium Content. 🎥 Watch: Buy Idea https://www.unum.capital/post/contrec

  34. Premium Content. 🎥 Watch: Mean Reversion Due...? https://www.unum.capital/post/mrdue

  35. Free U.S. Sectors: Key Takeaways + Momentum + Money Flows https://www.unum.capital/post/ussemf

  36. Free U.S. Markets: Ranking The Sectors https://www.unum.capital/post/rtsusa

Contributors:

(1) Quantum Computing Sector/Theme

  • Over the 11 months (Since 22 October 2024), the Defiance Quantum Computing ETF is higher by 65%.

  • Rigetti Computing, currently the largest constituent is higher by 2100%, from $1.23 to $28.50.

  • On 18 September, the US and UK Governments signed a memorandum of understanding regarding a technology prosperity deal in which quantum computing is a key focus.


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(2) Junior Gold Miners ETF (GDXJ)

  • Exactly one year ago, we highlighted the ETF as a buy, where the target has long been exceeded.

  • The ETF is currently higher by 93% since the time of publication.


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(3) EOS Energy +69% in 2 Months

  • Big mover in the energy storage theme.

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(4) Iris Energy (IREN) +120% in 2 Months


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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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