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☰ Research: February 2026

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

Updated: Feb 27

Thank you for your interest in our research. Year-to-date, we have published over 360 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. 27/02 Global Idea: Novo Nordisk https://www.unum.capital/post/novo2702

  2. 27/02 Trading Woolworths Holdings https://www.unum.capital/post/whl2702

  3. 27/02 JSE Banks: Momentum Dashboard 🟢🟡🔴 https://www.unum.capital/post/banks2702

  4. 26/02 Trading Investec Ltd https://www.unum.capital/post/inl2602

  5. 26/02 MTN: Long Term Target Exceeded https://www.unum.capital/post/mtn2602

  6. 26/02 Global Idea: ABB https://www.unum.capital/post/abbn2602

  7. 26/02 Trading Nedbank Group https://www.unum.capital/post/ned2602

  8. 26/02 Trading Discovery Holdings https://www.unum.capital/post/dsy2602

  9. 26/02 Take Profit: Iberdrola Running +27% https://www.unum.capital/post/ibe2602

  10. 26/02 📝Trading Notes: Diversified Miners https://www.unum.capital/post/dmine2602

  11. 26/02 Trading African Rainbow Minerals https://www.unum.capital/post/ari2602

  12. 25/02 Trading Silver: Extending Gains To +22% https://www.unum.capital/post/xag2502

  13. 25/02 Trading Valterra Platinum (Update) https://www.unum.capital/post/val2502

  14. 25/02 Trading Sibanye Stillwater https://www.unum.capital/post/ssw2502

  15. 25/02 🎥Video: Sasol https://www.unum.capital/post/sol2502

  16. 25/02 Netcare: Portfolio View https://www.unum.capital/post/ntc2502

  17. 25/02 JSE Sector Rotation: YTD Changes https://www.unum.capital/post/sectytd2502

  18. 25/02 JSE Sector Rotation https://www.unum.capital/post/rota2502

  19. 24/02 🎥Video: DRD Gold https://www.unum.capital/post/drd2402

  20. 24/02 JSE Top 40 Index https://www.unum.capital/post/j2002402

  21. 24/02 Trading Spot Gold https://www.unum.capital/post/xau2402

  22. 24/02 Trading Life Healthcare https://www.unum.capital/post/lhc2402

  23. 23/02 Trading BHP Group https://www.unum.capital/post/bhg2302

  24. 23/02 Trading Bid Corp https://www.unum.capital/post/bid2303

  25. 23/02 Take Profit: Running +46% https://www.unum.capital/post/inga2302

  26. 23/02 Global Risk Index https://www.unum.capital/post/rindex2302

  27. 23/02 Trading Chemicals (SOL / OMN / AFE) https://www.unum.capital/post/breadth2302

  28. 23/02 Trading Absa Group https://www.unum.capital/post/abg2302

  29. 23/02 Trade Setups: Buy on Pullback https://www.unum.capital/post/bop2302

  30. 23/02 Trade Setups: Buy Continuation https://www.unum.capital/post/bcon2302

  31. 23/02 Trade Setups: Sell Continuation https://www.unum.capital/post/ftse2302

  32. 23/02 Trade Setups: Sell on Rally https://www.unum.capital/post/sor2302

  33. 23/02 Factor Analysis: Results From Our Screeners https://www.unum.capital/post/factor2302

  34. 23/02 Scenario Analysis: Financials https://www.unum.capital/post/sdash2302

  35. 23/02 Scenario Analysis: Materials https://www.unum.capital/post/mdash2302

  36. 23/02 JSE Market Breadth: Weekly https://www.unum.capital/post/breadth2302

  37. 23/02 Trading Bidvest Group https://www.unum.capital/post/bvt2302

  38. 23/02 Trading Silver https://www.unum.capital/post/xag2302

  39. 23/02 Trading FTSE 100 Index https://www.unum.capital/post/ftse2302

  40. 20/02 🖥️ Technical Screen: Re-Emerging Strength https://www.unum.capital/post/reemerge2002

  41. 20/02 🖥️ Technical Screen: Technically Extended https://www.unum.capital/post/techexp2002

  42. 20/02 JSE Banks Index: Have You Seen....? https://www.unum.capital/post/banks2002

  43. 20/02 📝Trading Notes: JSE Consumer Sectors https://www.unum.capital/post/consu2002

  44. 20/02 JSE Paper & Pulp: Relative Value https://www.unum.capital/post/pulp2002

  45. 19/02 Running +13%: Take Partial Profits (Global ETF Idea) https://www.unum.capital/post/xop1902

  46. 19/02 Trading Naspers https://www.unum.capital/post/npn1902

  47. 19/02 Commodities Trade Idea: Take Profits: Running +7% https://www.unum.capital/post/xag1902

  48. 19/02 Trading Sasol https://www.unum.capital/post/sol1902

  49. 19/02 Trading FirstRand Ltd https://www.unum.capital/post/fsr1902

  50. 19/02 📝Trading Notes: Breakout Levels https://www.unum.capital/post/note1902

  51. 19/02 Trading Dashboard: Base, Bull & Bear Case https://www.unum.capital/post/bbb1902

  52. 18/02 🎥Video: Satrix Financials ETF https://www.unum.capital/post/stxfin1802

  53. 18/02 Trading Old Mutual https://www.unum.capital/post/omu1802

  54. 18/02 Running +10%. Take Profit on this Insurer https://www.unum.capital/post/out1802

  55. 18/02 JSE Sectors: Leaders & Laggards + Rotation https://www.unum.capital/post/leadlag1802

  56. 18/02 JSE Sectors: Relative Sector Analysis https://www.unum.capital/post/secta1802

  57. 18/02 JSE Sectors: Waking/Fading https://www.unum.capital/post/wakey1802

  58. 17/02 🎥Video: Spot Silver https://www.unum.capital/post/xag1702

  59. 17/02 Trading Harmony Gold https://www.unum.capital/post/har1702

  60. 17/02 🎥Video: Sasol's Relative Strength https://www.unum.capital/post/sol1702

  61. 17/02 BONUS NOTE: Base, Bull & Base Cases https://www.unum.capital/post/bbb1702

  62. 17/02 Trading Sibanye Stillwater https://www.unum.capital/post/ssw1702

  63. 17/02 Trading Absa Group https://www.unum.capital/post/abg1701

  64. 16/02 Trading Standard Bank https://www.unum.capital/post/sbk1602

  65. 16/02 Consumer: Momentum Dashboard 🟢🟡🔴 https://www.unum.capital/post/condash1602

  66. 16/02 Gold & Platinum Miners: Momentum Dashboard 🟢🟡🔴 https://www.unum.capital/post/gpdash1602

  67. 16/02 Financials: Momentum Dashboard 🟢🟡🔴 https://www.unum.capital/post/findash1602

  68. 15/02 Trading Spot Gold https://www.unum.capital/post/xau1502

  69. 15/02 Rotation: These Are The Leading Sectors https://www.unum.capital/post/sect1502

  70. 15/02 Trading Thungela Resources https://www.unum.capital/post/tga1502

  71. 15/02 Trading Anglo American Plc https://www.unum.capital/post/agl1502

  72. 15/02 Global Risk Sentiment Index https://www.unum.capital/post/risk1502

  73. 15/02 Trading JSE Banks: Scenario Analysis https://www.unum.capital/post/jsebanks1502

  74. 15/02 Trading JSE Insurers: Scenario Analysis https://www.unum.capital/post/insure1502

  75. 15/02 Factor Analysis: https://www.unum.capital/post/fact1502

  76. 13/02 JSE Top 40 Index https://www.unum.capital/post/j2001302

  77. 13/02 Take Profit: Target Reached at $42.00 https://www.unum.capital/post/tur1302

  78. 13/02 African Rainbow Minerals https://www.unum.capital/post/ari1302

  79. 13/02 🎥Video: Sibanye Stillwater https://www.unum.capital/post/ssw1302

  80. 13/02 Impala Platinum https://www.unum.capital/post/imp1302

  81. 13/02 FirstRand Ltd https://www.unum.capital/post/fsr1302

  82. 13/02 AB InBev https://www.unum.capital/post/abi1302

  83. 13/02 Trading Old Mutual https://www.unum.capital/post/omu1302

  84. 12/02 🎥Video: Netflix Inc https://www.unum.capital/post/nflx1202

  85. 12/02 M/Term Traders Take Profit: Running +34% https://www.unum.capital/post/ned1202

  86. 12/02 U.S. Infrastructure ETF https://www.unum.capital/post/ifra1202

  87. 12/02 Prosus: Disappointing, For Now https://www.unum.capital/post/prx1202

  88. 12/02 Trading: Room to Run To ~R210 https://www.unum.capital/post/mtn1202

  89. 12/02 🎥Video: Long Term Target R170 to R175 https://www.unum.capital/post/catchup1202

  90. 12/02 JSE Technology: Momentum Profile + R:R https://www.unum.capital/post/coal1202

  91. 12/02 JSE Coal Miners: Momentum Profile + R:R https://www.unum.capital/post/coal1202

  92. 12/02 JSE Banks: Momentum Profile + R:R https://www.unum.capital/post/banks1201

  93. 11/02 Trading Naspers https://www.unum.capital/post/npn1102

  94. 11/02 Channel Check: Capitec Bank https://www.unum.capital/post/cpi1102

  95. 11/02 Trading Discovery Holdings https://www.unum.capital/post/dsy1102

  96. 11/02 🎥Video: Trading Anglogold Ashanti https://www.unum.capital/post/ang1102

  97. 11/02 Update: Trading Investec (INL) https://www.unum.capital/post/inl1102

  98. 10/02 Trading Harmony Gold (HMY) https://www.unum.capital/post/hmy1002

  99. 10/02 Trading JSE Top 40 Index https://www.unum.capital/post/j2001002

  100. 10/02 Trading Spot Gold https://www.unum.capital/post/xau1002

  101. 10/02 Richards Bay Coal Futures https://www.unum.capital/post/rbay1002

  102. 10/02 ☰ Trading Watchlist https://www.unum.capital/post/watch1002

  103. 10/02 Momentum Dashboard 🟢🟡🔴 https://www.unum.capital/post/dashw0902

  104. 09/02 Brent Crude Oil https://www.unum.capital/post/oil0902

  105. 09/02 Trading Shoprite Holdings https://www.unum.capital/post/shp0902

  106. 09/02 Take Profit: Spot Gold https://www.unum.capital/post/xau0902

  107. 09/02 Trading Anglo American https://www.unum.capital/post/agl0902

  108. 09/02 Trading Impala Platinum https://www.unum.capital/post/imp0902

  109. 09/02 Trading Northam Platinum https://www.unum.capital/post/nph0902

  110. 09/02 Trading Astral Foods https://www.unum.capital/post/arl0902

  111. 09/02 Trading Harmony Gold https://www.unum.capital/post/har0902

  112. 08/02 Featured Post: Silver: 1 Week + 2 Ideas = 30% https://www.unum.capital/post/xag0802

  113. 08/02 Trading Standard Bank https://www.unum.capital/post/sbk0802

  114. 08/02 Commodities: MTF Regimes https://www.unum.capital/post/comre0802

  115. 08/02 JSE Relative Rotation Graph https://www.unum.capital/post/rrg0802

  116. 08/02 JSE Sectors: Contrarian Sognals & Risk Factors https://www.unum.capital/post/cori0802

  117. 08/02 JSE Sector Rotation: Leaders & Laggards https://www.unum.capital/post/lealag0802

  118. 08/02 JSE Sectors: The Why Behind The Flows https://www.unum.capital/post/whyflows0802

  119. 08/02 JSE Sector Breadth https://www.unum.capital/post/sebrea0802

  120. 08/02 JSE Gold/PGM Momentum Dashboard https://www.unum.capital/post/precidash0802

  121. 08/02 JSE Insurers Momentum Dashboard https://www.unum.capital/post/lifedash0802

  122. 08/02 JSE Banks Momentum Dashboard https://www.unum.capital/post/banksdash0802

  123. 08/02 Dow Jones Indutsrial Average https://www.unum.capital/post/djia0802

  124. 06/02 Take Profit on Silver Buy/Long Re-Entry https://www.unum.capital/post/xag0602

  125. 06/02 Trading Vodacom Group https://www.unum.capital/post/vod0602

  126. 06/02 R:R For Capitec, Ninety One, Standard Bank & More 🟢🟡🔴 https://www.unum.capital/post/reri0602

  127. 06/02 Trading JSE Gold Miners: Bull-Bear Pivot Levels 🟢🔴 https://www.unum.capital/post/jsegold0602

  128. 06/02 Trading JSE Platinum Miners: Bull-Bear Pivot Levels 🟢🔴 https://www.unum.capital/post/jseplat0602

  129. 06/02 JSE Sector Rotation: Where is the Money Flowing? https://www.unum.capital/post/sector0602

  130. 05/02 Target Reached at R386-R396 https://www.unum.capital/post/kio0502

  131. 05/02 🎥Video: Trading AngloGold Ashanti https://www.unum.capital/post/ang0502

  132. 05/02 Take Profit on Silver Sell/Short Re-Entry https://www.unum.capital/post/xag0502

  133. 05/02 Trading Notes https://www.unum.capital/post/notes0502

  134. 05/02 R:R For Shoprite, FirstRand, Thungela Resources 🟢🟡🔴 https://www.unum.capital/post/reri0502

  135. 05/02 Trading BHP Group https://www.unum.capital/post/bhg0502

  136. 04/02 Trading Anglo American Plc https://www.unum.capital/post/agl0402

  137. 04/02 Global Idea: BP Plc https://www.unum.capital/post/bp0402

  138. 04/02 Update on Energy Sector https://www.unum.capital/post/xle0402

  139. 04/02 R:R For Pepkor, Grindrod, Ninety One & More 🟢🟡🔴 https://www.unum.capital/post/reri0402

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

  141. 03/02 Technical Screen: Where is the Money Flowing? https://www.unum.capital/post/flow0302

  142. 03/02 Take Profit: Rebounding +7.9% https://www.unum.capital/post/out0302

  143. 03/02 Trading Prosus🟢 https://www.unum.capital/post/prx0302

  144. 03/02 Trading Spot Gold https://www.unum.capital/post/xau0302

  145. 03/02 Sector Breadth Dashboard 🟢🟡🔴 https://www.unum.capital/post/sedash0302

  146. 03/02 Trading Absa Group https://www.unum.capital/post/abg0302

  147. 03/02 Momentum Dashboard 🟢🟡🔴 https://www.unum.capital/post/dashd0302

  148. 02/02 Global Idea: Anheuser-Busch Inbev https://www.unum.capital/post/abi0202

  149. 02/02 Trading Spot Gold https://www.unum.capital/post/xau0202

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

  151. 02/02 Update: Now Down 27% From Our Sell Alert https://www.unum.capital/post/ari0202

  152. 02/02 Take Profit On This 8% Rebound https://www.unum.capital/post/imp0202

  153. 02/02 Take The Money & Run! https://www.unum.capital/post/ssw0202

  154. 02/02 Take Profit On This 10% Rebound https://www.unum.capital/post/ang0202

  155. 02/02 Trading Valterra Platinum https://www.unum.capital/post/val0202

  156. 02/02 Actionable Trading Levels: Spot Silver https://www.unum.capital/post/xag0202

  157. 02/02 Reward-To-Risk Profiles 🟢🟡🔴 https://www.unum.capital/post/reri0202

  158. 01/02 Actionable Trading Levels: AngloGold Ashanti https://www.unum.capital/post/ang0102

  159. 01/02 Chart of the Week https://www.unum.capital/post/j2030102

  160. 01/02 Trading British American Tobacco https://www.unum.capital/post/bti0102

  161. 01/02 Trading Spot Gold https://www.unum.capital/post/xau0102

  162. 01/02 Actionable Trading Levels: Buy Re-Entry $17.70/$18.60🟢 https://www.unum.capital/post/hmy0102

  163. 01/02 Actionable Trading Levels: Sell Re-Entry R76/R80🔴 https://www.unum.capital/post/ssw0102

  164. 01/02 Actionable Trading Levels: Buy Re-Entry R250/R260🟢 https://www.unum.capital/post/imp0102

  165. 30/01 JSE Top 40 Index: Target Reached 118/120k; Updated Comment https://www.unum.capital/post/j2003001

  166. 30/01 Trading Valterra Platinum https://www.unum.capital/post/val3001

  167. 30/01 Market Internals: Breadth, factors & Positioning https://www.unum.capital/post/internals3001

  168. 30/01 Reward-To-Risk Profiles: Monthly https://www.unum.capital/post/rerimonth3001

  169. 30/01 Trading Kumba Iron Ore https://www.unum.capital/post/kio3001

  170. 30/01 Trading Glencore Plc https://www.unum.capital/post/gln3001

  171. 30/01 Trading BHP Group https://www.unum.capital/post/bhg3001

  172. 30/01 Materials: Momentum Dashboard 🟢🟡🔴 https://www.unum.capital/post/matdash3001

  173. 30/01 Retailers: Momentum Dashboard 🟢🟡🔴 https://www.unum.capital/post/retdashm3001

  174. 30/01 Financials: Momentum Dashboard 🟢🟡🔴 https://www.unum.capital/post/findashm3001

  175. 30/01 Buy Continuation (M): Momentum Dashboard 🟢 https://www.unum.capital/post/bcdash3001

  176. 30/01 Sell Continuation (M): Momentum Dashboard 🔴 https://www.unum.capital/post/scdash3001

  177. 30/01 Buy On Pullback (M): Momentum Dashboard 🟢 https://www.unum.capital/post/bop3001

  178. 30/01 Sell On Rally (M): Momentum Dashboard 🔴 https://www.unum.capital/post/sordash3001

  179. 30/01 Approaching Buy/Add (M): Momentum Dashboard 🟢 https://www.unum.capital/post/abadash3001

  180. 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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