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☰ Research: February 2026

  • Writer: Lester Davids
    Lester Davids
  • Jan 30
  • 4 min read

Updated: 55 minutes ago

Thank you for your interest in our research. Year-to-date, we have published over 300 research notes, with the aim of conveying insights that help clients: (1) Manage Risks and (2) Uncover Opportunities. 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


Alternatively, Sign Up Here: https://tradedesk.co/tenant/Unum/signup


Major Themes Communicated To Clients of Unum Capital

Palladium: Physical ETF (PALL) https://www.unum.capital/post/pall2212

Palladium: 1nvest ETF (ETFPLD) https://www.unum.capital/post/etfpld1912

Palladium: Spot (XPDUSD) https://www.unum.capital/post/xpd1812


Latest Research Notes (February 2026):

  1. 19/02 📝Trading Notes: Breakout Levels https://www.unum.capital/post/note1902

  2. 19/02 Trading Dashboard: Base, Bull & Bear Case https://www.unum.capital/post/bbb1902

  3. 18/02 🎥Video: Satrix Financials ETF https://www.unum.capital/post/stxfin1802

  4. 18/02 Trading Old Mutual https://www.unum.capital/post/omu1802

  5. 18/02 Running +10%. Take Profit on this Insurer https://www.unum.capital/post/out1802

  6. 18/02 JSE Sectors: Leaders & Laggards + Rotation https://www.unum.capital/post/leadlag1802

  7. 18/02 JSE Sectors: Relative Sector Analysis https://www.unum.capital/post/secta1802

  8. 18/02 JSE Sectors: Waking/Fading https://www.unum.capital/post/wakey1802

  9. 17/02 🎥Video: Spot Silver https://www.unum.capital/post/xag1702

  10. 17/02 Trading Harmony Gold https://www.unum.capital/post/har1702

  11. 17/02 🎥Video: Sasol's Relative Strength https://www.unum.capital/post/sol1702

  12. 17/02 BONUS NOTE: Base, Bull & Base Cases https://www.unum.capital/post/bbb1702

  13. 17/02 Trading Sibanye Stillwater https://www.unum.capital/post/ssw1702

  14. 17/02 Trading Absa Group https://www.unum.capital/post/abg1701

  15. 16/02 Trading Standard Bank https://www.unum.capital/post/sbk1602

  16. 16/02 Consumer: Momentum Dashboard 🟢🟡🔴 https://www.unum.capital/post/condash1602

  17. 16/02 Gold & Platinum Miners: Momentum Dashboard 🟢🟡🔴 https://www.unum.capital/post/gpdash1602

  18. 16/02 Financials: Momentum Dashboard 🟢🟡🔴 https://www.unum.capital/post/findash1602

  19. 15/02 Trading Spot Gold https://www.unum.capital/post/xau1502

  20. 15/02 Rotation: These Are The Leading Sectors https://www.unum.capital/post/sect1502

  21. 15/02 Trading Thungela Resources https://www.unum.capital/post/tga1502

  22. 15/02 Trading Anglo American Plc https://www.unum.capital/post/agl1502

  23. 15/02 Global Risk Sentiment Index https://www.unum.capital/post/risk1502

  24. 15/02 Trading JSE Banks: Scenario Analysis https://www.unum.capital/post/jsebanks1502

  25. 15/02 Trading JSE Insurers: Scenario Analysis https://www.unum.capital/post/insure1502

  26. 15/02 Factor Analysis: https://www.unum.capital/post/fact1502

  27. 13/02 JSE Top 40 Index https://www.unum.capital/post/j2001302

  28. 13/02 Take Profit: Target Reached at $42.00 https://www.unum.capital/post/tur1302

  29. 13/02 African Rainbow Minerals https://www.unum.capital/post/ari1302

  30. 13/02 🎥Video: Sibanye Stillwater https://www.unum.capital/post/ssw1302

  31. 13/02 Impala Platinum https://www.unum.capital/post/imp1302

  32. 13/02 FirstRand Ltd https://www.unum.capital/post/fsr1302

  33. 13/02 AB InBev https://www.unum.capital/post/abi1302

  34. 13/02 Trading Old Mutual https://www.unum.capital/post/omu1302

  35. 12/02 🎥Video: Netflix Inc https://www.unum.capital/post/nflx1202

  36. 12/02 M/Term Traders Take Profit: Running +34% https://www.unum.capital/post/ned1202

  37. 12/02 U.S. Infrastructure ETF https://www.unum.capital/post/ifra1202

  38. 12/02 Prosus: Disappointing, For Now https://www.unum.capital/post/prx1202

  39. 12/02 Trading: Room to Run To ~R210 https://www.unum.capital/post/mtn1202

  40. 12/02 🎥Video: Long Term Target R170 to R175 https://www.unum.capital/post/catchup1202

  41. 12/02 JSE Technology: Momentum Profile + R:R https://www.unum.capital/post/coal1202

  42. 12/02 JSE Coal Miners: Momentum Profile + R:R https://www.unum.capital/post/coal1202

  43. 12/02 JSE Banks: Momentum Profile + R:R https://www.unum.capital/post/banks1201

  44. 11/02 Trading Naspers https://www.unum.capital/post/npn1102

  45. 11/02 Channel Check: Capitec Bank https://www.unum.capital/post/cpi1102

  46. 11/02 Trading Discovery Holdings https://www.unum.capital/post/dsy1102

  47. 11/02 🎥Video: Trading Anglogold Ashanti https://www.unum.capital/post/ang1102

  48. 11/02 Update: Trading Investec (INL) https://www.unum.capital/post/inl1102

  49. 10/02 Trading Harmony Gold (HMY) https://www.unum.capital/post/hmy1002

  50. 10/02 Trading JSE Top 40 Index https://www.unum.capital/post/j2001002

  51. 10/02 Trading Spot Gold https://www.unum.capital/post/xau1002

  52. 10/02 Richards Bay Coal Futures https://www.unum.capital/post/rbay1002

  53. 10/02 ☰ Trading Watchlist https://www.unum.capital/post/watch1002

  54. 10/02 Momentum Dashboard 🟢🟡🔴 https://www.unum.capital/post/dashw0902

  55. 09/02 Brent Crude Oil https://www.unum.capital/post/oil0902

  56. 09/02 Trading Shoprite Holdings https://www.unum.capital/post/shp0902

  57. 09/02 Take Profit: Spot Gold https://www.unum.capital/post/xau0902

  58. 09/02 Trading Anglo American https://www.unum.capital/post/agl0902

  59. 09/02 Trading Impala Platinum https://www.unum.capital/post/imp0902

  60. 09/02 Trading Northam Platinum https://www.unum.capital/post/nph0902

  61. 09/02 Trading Astral Foods https://www.unum.capital/post/arl0902

  62. 09/02 Trading Harmony Gold https://www.unum.capital/post/har0902

  63. 08/02 Featured Post: Silver: 1 Week + 2 Ideas = 30% https://www.unum.capital/post/xag0802

  64. 08/02 Trading Standard Bank https://www.unum.capital/post/sbk0802

  65. 08/02 Commodities: MTF Regimes https://www.unum.capital/post/comre0802

  66. 08/02 JSE Relative Rotation Graph https://www.unum.capital/post/rrg0802

  67. 08/02 JSE Sectors: Contrarian Sognals & Risk Factors https://www.unum.capital/post/cori0802

  68. 08/02 JSE Sector Rotation: Leaders & Laggards https://www.unum.capital/post/lealag0802

  69. 08/02 JSE Sectors: The Why Behind The Flows https://www.unum.capital/post/whyflows0802

  70. 08/02 JSE Sector Breadth https://www.unum.capital/post/sebrea0802

  71. 08/02 JSE Gold/PGM Momentum Dashboard https://www.unum.capital/post/precidash0802

  72. 08/02 JSE Insurers Momentum Dashboard https://www.unum.capital/post/lifedash0802

  73. 08/02 JSE Banks Momentum Dashboard https://www.unum.capital/post/banksdash0802

  74. 08/02 Dow Jones Indutsrial Average https://www.unum.capital/post/djia0802

  75. 06/02 Take Profit on Silver Buy/Long Re-Entry https://www.unum.capital/post/xag0602

  76. 06/02 Trading Vodacom Group https://www.unum.capital/post/vod0602

  77. 06/02 R:R For Capitec, Ninety One, Standard Bank & More 🟢🟡🔴 https://www.unum.capital/post/reri0602

  78. 06/02 Trading JSE Gold Miners: Bull-Bear Pivot Levels 🟢🔴 https://www.unum.capital/post/jsegold0602

  79. 06/02 Trading JSE Platinum Miners: Bull-Bear Pivot Levels 🟢🔴 https://www.unum.capital/post/jseplat0602

  80. 06/02 JSE Sector Rotation: Where is the Money Flowing? https://www.unum.capital/post/sector0602

  81. 05/02 Target Reached at R386-R396 https://www.unum.capital/post/kio0502

  82. 05/02 🎥Video: Trading AngloGold Ashanti https://www.unum.capital/post/ang0502

  83. 05/02 Take Profit on Silver Sell/Short Re-Entry https://www.unum.capital/post/xag0502

  84. 05/02 Trading Notes https://www.unum.capital/post/notes0502

  85. 05/02 R:R For Shoprite, FirstRand, Thungela Resources 🟢🟡🔴 https://www.unum.capital/post/reri0502

  86. 05/02 Trading BHP Group https://www.unum.capital/post/bhg0502

  87. 04/02 Trading Anglo American Plc https://www.unum.capital/post/agl0402

  88. 04/02 Global Idea: BP Plc https://www.unum.capital/post/bp0402

  89. 04/02 Update on Energy Sector https://www.unum.capital/post/xle0402

  90. 04/02 R:R For Pepkor, Grindrod, Ninety One & More 🟢🟡🔴 https://www.unum.capital/post/reri0402

  91. Premium Content. Momentum Dashboard 🟢🟡🔴 https://www.unum.capital/post/dashd0402

  92. 03/02 Technical Screen: Where is the Money Flowing? https://www.unum.capital/post/flow0302

  93. 03/02 Take Profit: Rebounding +7.9% https://www.unum.capital/post/out0302

  94. 03/02 Trading Prosus🟢 https://www.unum.capital/post/prx0302

  95. 03/02 Trading Spot Gold https://www.unum.capital/post/xau0302

  96. 03/02 Sector Breadth Dashboard 🟢🟡🔴 https://www.unum.capital/post/sedash0302

  97. 03/02 Trading Absa Group https://www.unum.capital/post/abg0302

  98. 03/02 Momentum Dashboard 🟢🟡🔴 https://www.unum.capital/post/dashd0302

  99. 02/02 Global Idea: Anheuser-Busch Inbev https://www.unum.capital/post/abi0202

  100. 02/02 Trading Spot Gold https://www.unum.capital/post/xau0202

  101. Featured Post: Unum Capital Commentary For Bloomberg https://www.unum.capital/post/bloom0202

  102. 02/02 Update: Now Down 27% From Our Sell Alert https://www.unum.capital/post/ari0202

  103. 02/02 Take Profit On This 8% Rebound https://www.unum.capital/post/imp0202

  104. 02/02 Take The Money & Run! https://www.unum.capital/post/ssw0202

  105. 02/02 Take Profit On This 10% Rebound https://www.unum.capital/post/ang0202

  106. 02/02 Trading Valterra Platinum https://www.unum.capital/post/val0202

  107. 02/02 Actionable Trading Levels: Spot Silver https://www.unum.capital/post/xag0202

  108. 02/02 Reward-To-Risk Profiles 🟢🟡🔴 https://www.unum.capital/post/reri0202

  109. 01/02 Actionable Trading Levels: AngloGold Ashanti https://www.unum.capital/post/ang0102

  110. 01/02 Chart of the Week https://www.unum.capital/post/j2030102

  111. 01/02 Trading British American Tobacco https://www.unum.capital/post/bti0102

  112. 01/02 Trading Spot Gold https://www.unum.capital/post/xau0102

  113. 01/02 Actionable Trading Levels: Buy Re-Entry $17.70/$18.60🟢 https://www.unum.capital/post/hmy0102

  114. 01/02 Actionable Trading Levels: Sell Re-Entry R76/R80🔴 https://www.unum.capital/post/ssw0102

  115. 01/02 Actionable Trading Levels: Buy Re-Entry R250/R260🟢 https://www.unum.capital/post/imp0102

  116. 30/01 JSE Top 40 Index: Target Reached 118/120k; Updated Comment https://www.unum.capital/post/j2003001

  117. 30/01 Trading Valterra Platinum https://www.unum.capital/post/val3001

  118. 30/01 Market Internals: Breadth, factors & Positioning https://www.unum.capital/post/internals3001

  119. 30/01 Reward-To-Risk Profiles: Monthly https://www.unum.capital/post/rerimonth3001

  120. 30/01 Trading Kumba Iron Ore https://www.unum.capital/post/kio3001

  121. 30/01 Trading Glencore Plc https://www.unum.capital/post/gln3001

  122. 30/01 Trading BHP Group https://www.unum.capital/post/bhg3001

  123. 30/01 Materials: Momentum Dashboard 🟢🟡🔴 https://www.unum.capital/post/matdash3001

  124. 30/01 Retailers: Momentum Dashboard 🟢🟡🔴 https://www.unum.capital/post/retdashm3001

  125. 30/01 Financials: Momentum Dashboard 🟢🟡🔴 https://www.unum.capital/post/findashm3001

  126. 30/01 Buy Continuation (M): Momentum Dashboard 🟢 https://www.unum.capital/post/bcdash3001

  127. 30/01 Sell Continuation (M): Momentum Dashboard 🔴 https://www.unum.capital/post/scdash3001

  128. 30/01 Buy On Pullback (M): Momentum Dashboard 🟢 https://www.unum.capital/post/bop3001

  129. 30/01 Sell On Rally (M): Momentum Dashboard 🔴 https://www.unum.capital/post/sordash3001

  130. 30/01 Approaching Buy/Add (M): Momentum Dashboard 🟢 https://www.unum.capital/post/abadash3001

  131. 30/01 Approaching Sell/Reduce (M): Momentum Dashboard 🔴 https://www.unum.capital/post/asrdash3001

Archive: Year-To-Date

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Lester Davids

Senior Investment Analyst: Unum Capital


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