☰ Research: 25 - 29 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 🎥Watch: Bank/Take Profit (Astral Foods) https://www.unum.capital/post/astralbank

2. Free 🎥Watch: Trading Impala Platinum https://www.unum.capital/post/waimpa

3. Free 🎥Watch: Kumba Iron Ore vs JSE Top 40 Index https://www.unum.capital/post/kiovide

4. Free 🎥Watch: Update on Woolworths https://www.unum.capital/post/woolvid

5. Free Global Buy Idea: NextNav https://www.unum.capital/post/nextnav

6. Free Trading Naspers https://www.unum.capital/post/naspn

7. Free Richemont Running +7% https://www.unum.capital/post/richerun

8. Free 🎥Watch: Discussing Global Ideas (LAZ, EVR, SF & RJF) https://www.unum.capital/post/mtibvi

9. Free Curro Holdings: Running +45% https://www.unum.capital/post/cohdli

10. Free Trading Spot Gold https://www.unum.capital/post/xautsc

11. Free 🎥Watch: Discussing Combined Motor Holdings https://www.unum.capital/post/cmhvid

12. Free 🎥Watch: Discussing Boxer Retail https://www.unum.capital/post/boxret

13. Free Target Reached at $52 (Global Gold Miners ETF) https://www.unum.capital/post/ringtar

14. Free Trading Exxaro Resources https://www.unum.capital/post/exxtare

15. Free 🎥Watch: Discussing JSE Top 40 Index (LT) https://www.unum.capital/post/wtopfo

16. Free 🎥Watch: Discussing Anglo American Plc https://www.unum.capital/post/aglvide

17. Free 🎥Watch: Why We Highlighted Italtile https://www.unum.capital/post/itevid

18. Free 🎥 Watch: Discussing MTN Group https://www.unum.capital/post/mtngvid

19. Free Trading Palladium https://www.unum.capital/post/trdipdm

20. Free 🎥 Watch: Discussing Overbought Shares https://www.unum.capital/post/ovbvi

21. Free JSE Top 40 Index https://www.unum.capital/post/to40in

22. Free 🎥 Watch: Here's Why We Zoom Out (Sasol) https://www.unum.capital/post/solvid

23. Free Update: Gold Fields Running +30% (Bull Flag) https://www.unum.capital/post/goldfi

24. Free Update: Astral Foods Idea https://www.unum.capital/post/astarun

25. Free Unum Capital Bloomberg Comment: Aspen Pharmacare https://www.unum.capital/post/apnbbg

26. Featured Post: Running +95% in 21 Months & Above R1000 https://www.unum.capital/post/btiath

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

28. Free JSE Relative Sector Analysis https://www.unum.capital/post/arelativ

29. Free Where is the Money Flowing? https://www.unum.capital/post/witmf-1

30. Free Rotations & Key Takeaways https://www.unum.capital/post/rotakey

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

32. Free Thematic Sector Breakdown https://www.unum.capital/post/thesect

33. Premium. U.S. Sectors: Key Takeaways + Momentum + M/Flows https://www.unum.capital/post/usktmo

34. Premium. U.S. Markets: Ranking The Sectors https://www.unum.capital/post/usrankt

35. Free 🎥Watch: Vodacom Group https://www.unum.capital/post/vodavid

36. Free 🎥Watch: Mr. Price Group https://www.unum.capital/post/mrpvidc

37. Free 🎥Watch: Discovery Holdings https://www.unum.capital/post/wdsyh

38. Free 🎥Watch: Standard Bank https://www.unum.capital/post/sbkcom

39. Free 🎥Watch: Global Ideas: Pfizer Inc https://www.unum.capital/post/pfevid

40. Free 🎥Watch: Update on U.S. Small Caps https://www.unum.capital/post/iwmvid

41. Free 🎥Watch: iShares Global Energy ETF https://www.unum.capital/post/ixcvid

42. Free Harmony Gold (NYSE:HMY) https://www.unum.capital/post/nysehmy

43. Free Anglo American Plc https://www.unum.capital/post/tangloa

44. Premium. Playbook: JSE Food Retailers https://www.unum.capital/post/pbfore

45. Free U.S. Sectors: Factor & Breadth Analysis https://www.unum.capital/post/facbrea

    • Contributor: Exxaro Resources: Target Reached at R185 (From R146) https://www.unum.capital/post/exxtar

    • Contributor: DRD Gold Running +32% https://www.unum.capital/post/drdgrun

    • Contributor: Absa Group +26% https://www.unum.capital/post/condetr

    • Contributor: Old Mutual +35% https://www.unum.capital/post/condetr

    • Contributor: Bidvest Group +16% https://www.unum.capital/post/condetr

    • Contributor: JSE Top 40 Index +30% https://www.unum.capital/post/condetr

    • Detractor: Sappi -12% https://www.unum.capital/post/condetr

    • Contributor: Tencent: Long Term Target Reached at $611 https://www.unum.capital/post/tcentar

    • Contributor: Invesco Clean Energy ETF Running +28% https://www.unum.capital/post/pbwru

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Archive: Year-To-Date

18 to 22 August https://www.unum.capital/post/r1822august

11 to 15 August https://www.unum.capital/post/r1115august

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).