top of page

☰ Research: January 2026

  • Writer: Lester Davids
    Lester Davids
  • Jan 1
  • 4 min read

Updated: 3 hours ago

Thank you for your interest in our research. Our aim is to convey 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


Latest Research Notes:

  1. Free Trading MTN Group https://www.unum.capital/post/mtn1801

  2. Free For Our Clients Trading Harmony Gold (HMY) in New York https://www.unum.capital/post/hmy1801

  3. Free Trading Spot Gold https://www.unum.capital/post/xau1801

  4. Free Global Idea: A.I & Power Infrastructure ETF https://www.unum.capital/post/aipo1801

  5. Free Trading Anglo American Plc https://www.unum.capital/post/agl1801

  6. Free Trading Absa https://www.unum.capital/post/abg1801

  7. Free Trading Standard Bank https://www.unum.capital/post/sbk1801

  8. Free Trading Prosus https://www.unum.capital/post/prx1801

  9. Free JSE: Factors,Momentum & Reward-To-Risk https://www.unum.capital/post/fact1801

  10. Free JSE Sector Year-To-Date Sector Momentum Changes https://www.unum.capital/post/ytdmo1801

  11. Free JSE Market Internals https://www.unum.capital/post/internals1801

  12. Free Trading Investec https://www.unum.capital/post/inl1601

  13. Free Ideas: Trade Now https://www.unum.capital/post/ideas1601

  14. Free Take Profit: ASML (Running +92%) https://www.unum.capital/post/asml1501

  15. Free Take Profit: VanEck Steel ETF (Running +26%) https://www.unum.capital/post/slx1501

  16. Free Buy Idea: iShares Core Dividend Growth ETF https://www.unum.capital/post/dgro1501

  17. Free Trading Bid Corp https://www.unum.capital/post/bid1501

  18. Free Buy Idea: Sprott Junior Uranium Miners ETF https://www.unum.capital/post/urnj1501

  19. Free Buy Pullbacks In This JSE Retail Share https://www.unum.capital/post/whl1501

  20. Free JSE Market Internals Report https://www.unum.capital/post/under1501

  21. Free JSE Top 40 Index https://www.unum.capital/post/j2001501

  22. Free Global Idea: VanEck Agribusiness ETF https://www.unum.capital/post/moo1501

  23. Free Long Term Value Territory: Portfolio Buy Idea https://www.unum.capital/post/tru1501

  24. Free 16x Your Money https://www.unum.capital/post/imp1501

  25. Free Take Profit: iShares Microcaps ETF (Running +26%) https://www.unum.capital/post/iwc1401

  26. Free Take Profit: ArcelorMittal (ADR) Running +42% https://www.unum.capital/post/mt1401

  27. Free Underneath The Surface: Here's What's Happening on the JSE https://www.unum.capital/post/summary1401

  28. Free JSE Commodity Share: Measure Move Target = R175 https://www.unum.capital/post/2sol1401

  29. Free Update: Trading Above R400 https://www.unum.capital/post/nph1401

  30. Free Trading Sasol https://www.unum.capital/post/sol1401

  31. Free Trading Spot Platinum https://www.unum.capital/post/xpt1401

  32. Free Trading Spot Gold https://www.unum.capital/post/xau1401

  33. Free Besides Platinum & Gold Miners... https://www.unum.capital/post/stable1401

  34. Free JSE Sector Rotation Report https://www.unum.capital/post/sect1401

  35. Free Trading South 32 https://www.unum.capital/post/s321301

  36. Free Trading Alphamin Resources https://www.unum.capital/post/aph1301

  37. Free Take Profit (ETF): ETF Running +63% https://www.unum.capital/post/litp1301

  38. Free Trading Harmony Gold https://www.unum.capital/post/har1301

  39. Free Momentum Profile: Resources https://www.unum.capital/post/mpresource1301

  40. Free Momentum Profile: Financials https://www.unum.capital/post/mpfin1301

  41. Free Momentum Profile: Tech/Telco https://www.unum.capital/post/mpttelco1301

  42. Free Momentum Profile: Retail https://www.unum.capital/post/mpretail1301

  43. Free Market Breadth https://www.unum.capital/post/breadth1301

  44. Free Momentum Profile: Healthcare https://www.unum.capital/post/mphcare1301

  45. Free Target Exceeded at $54: iShares Metals & Mining ETF https://www.unum.capital/post/pick1301

  46. OUT OF OFFICE: MONDAY, 12 JANUARY

  47. Free Trading Spot Gold https://www.unum.capital/post/xau1101

  48. Free JSE Breadth Factor Report https://www.unum.capital/post/breadth1101

  49. Free Thungela Resources (MT/LT) https://www.unum.capital/post/tga1101

  50. Free Take Profit: U.S. Coal Miner https://www.unum.capital/post/hcc1101

  51. Free US: 3 Sectors To Watch https://www.unum.capital/post/uscomp1101

  52. Free US Sector Rotation https://www.unum.capital/post/usect1101

  53. Free JSE Sector Rotation https://www.unum.capital/post/rota1101

  54. Free JSE Sector Breakout https://www.unum.capital/post/jsect1101

  55. Free Trading Sasol (MT/LT) https://www.unum.capital/post/sol1101

  56. Free Trading Spot Silver https://www.unum.capital/post/xag1101

  57. Free Trading Exxaro Resources https://www.unum.capital/post/exx0901

  58. Free Trade Idea: Take The Money & Run! https://www.unum.capital/post/jseplat0901

  59. Free JSE Sector Rotation Report https://www.unum.capital/post/rota0901

  60. Free JSE Sector: 'Sleeping Giant' Awakening https://www.unum.capital/post/giant0901

  61. Free Trade Ideas: (1) New Setup Forming + (2) Potential Breakout https://www.unum.capital/post/avi0901

  62. Free Take (Partial) Profits: Retailer Running 5.5% https://www.unum.capital/post/shp0801

  63. Free Bull Flag Played Out. Now +R103 https://www.unum.capital/post/slm0801

  64. Free Trading Spot Silver https://www.unum.capital/post/xau0801

  65. Free Trading Woolworths https://www.unum.capital/post/whl0801

  66. Free Trading Harmony Gold (HAR) https://www.unum.capital/post/har0701

  67. Free Trading Sibanye Stillwater https://www.unum.capital/post/ssw0701

  68. Free Trading Harmony Gold (HMY) https://www.unum.capital/post/hmy0701

  69. Free Trading Spot Gold https://www.unum.capital/post/xau0701

  70. Free This Sector: Recovery Play https://www.unum.capital/post/ppulp0701

  71. Free Trading OUTsurance https://www.unum.capital/post/out0701

  72. Free Trading BHP Group https://www.unum.capital/post/bhg0701

  73. Free Take Profit on Invesco A.I ETF: Running +23% https://www.unum.capital/post/igpt0701

  74. Featured Post: Unum Capital Comment For Bloomberg https://www.unum.capital/post/bbg0701

  75. Free JSE Top 40 Index https://www.unum.capital/post/j2000701

  76. Free Dow Jones Industrial Average https://www.unum.capital/post/djia0701

  77. Free JSE Platinum Miners https://www.unum.capital/post/jseplat0701

  78. Free Motus Holdings https://www.unum.capital/post/mth0701

  79. Free Take Profit Invesco Precious Metals Fund: Running +66% https://www.unum.capital/post/dbp0601

  80. Free Take Profit on Southern Copper. Target Exceeded https://www.unum.capital/post/scco0601

  81. Free Take Profit: Target Reached & Running +25% https://www.unum.capital/post/tha0601

  82. Free JSE Industrial Share: Recovering & Running +10% (Hold) https://www.unum.capital/post/bvt0601

  83. Free JSE Miner: Trending Strongly, But 'Overbought' https://www.unum.capital/post/agl0601

  84. Free Take Profit: 2nd & Full Target Reached at 9400c https://www.unum.capital/post/gln0601

  85. Free Trading USD/ZAR https://www.unum.capital/post/usdzar0601

  86. Free Take Profit: Running +55% https://www.unum.capital/post/etfrho0601

  87. Free Trading S&P 500 Index https://www.unum.capital/post/spx0601

  88. Free Trading Spot Silver https://www.unum.capital/post/xag0601

  89. Free Trading US-Listed Harmony Gold (HMY) https://www.unum.capital/post/hmy0601

  90. Free Trading Spot Gold https://www.unum.capital/post/xau0601

  91. Free JSE Sector Rotation Report https://www.unum.capital/post/rota0601

  92. Free Ranking The JSE Sectors https://www.unum.capital/post/rank0601

  93. Free Room To Run: Target of R386 https://www.unum.capital/post/kio0601

  94. Free 2nd Target Exceeded On This Insurer https://www.unum.capital/post/omu0501

  95. Premium Content. Room To Run: A Breakout Similar To Capitec Bank https://www.unum.capital/post/cpi0501

  96. Free Cryptocurrencies: Bitcoin https://www.unum.capital/post/btc0501

  97. Free Trading Spot Gold https://www.unum.capital/post/xau0501

  98. Free Take Profit on Investec Ltd https://www.unum.capital/post/inl0401

  99. Free This Chart Has A Similar Pattern To Absa https://www.unum.capital/post/pph0401

  100. Free Take Profit on British American Tobacco https://www.unum.capital/post/bti0401

  101. Free JSE Sector Rotation Report https://www.unum.capital/post/rota0101

  102. Free JSE Top 40 Index https://www.unum.capital/post/j2002812

  103. Free JSE Top 10: High Level View 🟢🟡🔴 https://www.unum.capital/post/dash0101

  104. Free Take Profit on MTN Group https://www.unum.capital/post/mtn0201

  105. Free Take Profit on Exxaro Resources https://www.unum.capital/post/exx0101

  106. Free Momentum Dashboard 🟢🟡🔴 https://www.unum.capital/post/mdash2912

  107. Free U.S. Sector Rotation Report https://www.unum.capital/post/usrota0101

  108. Free JSE Food Retailers https://www.unum.capital/post/foodret0101

  109. Free South 32 https://www.unum.capital/post/s320101

  110. Free Netcare https://www.unum.capital/post/ntc0101

  111. Free Kumba Iron Ore https://www.unum.capital/post/kio0101

  112. Free Standard Bank https://www.unum.capital/post/sbk0101

  113. Free Glencore Plc https://www.unum.capital/post/gln2912

  114. Free JSE Sectors Rotation Report https://www.unum.capital/post/rota2812

  115. Free Global Market Risk Index https://www.unum.capital/post/risk2812

  116. Free JSE Banks https://www.unum.capital/post/banks2812

  117. Free JSE Platinum Miners https://www.unum.capital/post/platmin2812

  118. Free JSE Diversified Miners https://www.unum.capital/post/dmine2812

  119. Free JSE Insurers https://www.unum.capital/post/insure2812

  120. Free JSE Technology Sector https://www.unum.capital/post/tech2812

  121. Free Satrix Resources https://www.unum.capital/post/stxres2812

  122. Free S&P 500 Index https://www.unum.capital/post/sp5002812

  123. Free Spot Gold https://www.unum.capital/post/xau2812

  124. Free Spot Platinum https://www.unum.capital/post/xpt2812

  125. Free Spot Silver https://www.unum.capital/post/xag2812

  126. Free Sibanye Stillwater https://www.unum.capital/post/ssw2812

  127. Free Retail Share vs Top 40 https://www.unum.capital/post/tfg2812

  128. Free Firstrand https://www.unum.capital/post/fsr2812

  129. Free Trading Harmony Gold (HMY) https://www.unum.capital/post/hmy2812

  130. Free Valterra Platinum https://www.unum.capital/post/val2812


During December 2025, clients were alerted to various opportunities to take profits:

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

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

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

  4. Take Profit Mr. Price https://www.unum.capital/post/mrp0512

  5. Take Profit Absa Group https://www.unum.capital/post/2abg0412

  6. Take Profit Thungela Resources https://www.unum.capital/post/tga0512

  7. Take Profit iShares MSCI Global Metals & Mining ETF Producers ETF https://www.unum.capital/post/pick0312

  8. Take Profit iShares MSCI Brazil ETF https://www.unum.capital/post/ewz0312

  9. Take Profit Glencore Plc https://www.unum.capital/post/gln0312

  10. Take Profit Exxaro Resources https://www.unum.capital/post/exx0312

  11. Take Profit Harmony Gold https://www.unum.capital/post/har0312

  12. Take Profit Valterra Platinum https://www.unum.capital/post/val0212

  13. Take Profit Northam Platinum https://www.unum.capital/post/nph0212

  14. Take Profit Silver http://unum.capital/post/xag0112

  15. Take Profit Spot Platinum https://www.unum.capital/post/xpt0112

  16. Take Profit MTN Group https://www.unum.capital/post/mtn0112

  17. Take Profit Nedbank Group https://www.unum.capital/post/2ned0112

  18. Take Profit Copper Miners ETF https://www.unum.capital/post/copx2212

  19. Take Profit Citi https://www.unum.capital/post/c2212

  20. Take Profit Bid Corp https://www.unum.capital/post/bid1812  


Lester Davids

Senior Investment Analyst: Unum Capital


In late December, we analyzed several instruments on their weekly and monthly time frames. Unless there has been significant swings in price since then, these views remain relevant.

Comments

bottom of page