top of page

☰ Research: May 2026

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

Updated: May 28

Thank you for your interest in our research. Year-to-date, we have published over 880 research notes. These research insights help clients: (1) manage risks and (2) uncover opportunities, with the ultimate goal of helping to allocate capital to opportunities that offer the best reward-to-risk for a client's time frame.  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


Featured Post: 20,000 Points (J200) > https://www.unum.capital/post/j2002904

Featured Post: Machine One. Man Nil (S&P 500 index) > https://www.unum.capital/post/onenil0105


Latest Research Notes:

  1. Positioning Risk (SA Equities) https://www.unum.capital/post/posrisk2905

  2. JSE Relative Sector Analysis https://www.unum.capital/post/relative2905

  3. Spot Platinum https://www.unum.capital/post/xpt2805

  4. U.S. Dollar Index https://www.unum.capital/post/dxy2805

  5. Global Idea: Ecolab https://www.unum.capital/post/ecl2805

  6. USD/ZAR https://www.unum.capital/post/usdzar2805

  7. Tencent: Important For Naspers/Prosus https://www.unum.capital/post/tencent2805

  8. 🟩 Running 20%. https://www.unum.capital/post/zzd2705

  9. 🟥 Caution https://www.unum.capital/post/ixn2705

  10. Apple Inc https://www.unum.capital/post/aapl2705

  11. JSE Top 40 Index https://www.unum.capital/post/j2002705

  12. 🟩 Running +60%. Take Profit https://www.unum.capital/post/arkx2605

  13. ABB Ltd https://www.unum.capital/post/abbn2605

  14. Dell Inc. https://www.unum.capital/post/dell2605

  15. Nebius N.V https://www.unum.capital/post/nbis2605

  16. Unum Capital Bloomberg Comment on Sasol https://www.unum.capital/post/bloomberg2605

  17. WBO https://www.unum.capital/post/wbo2605

  18. PSG Financial Services https://www.unum.capital/post/kst2605

  19. Spot Gold https://www.unum.capital/post/xau2605

  20. 🟩 Further Update: Altron https://www.unum.capital/post/ael2605

  21. Broadening Market? J2EQ/J200 Overlayed with GLD https://www.unum.capital/post/broadening2605

  22. JSE Sector Rotation https://www.unum.capital/post/sector2605

  23. JSE Banks Relative To JSE Top 40 Index https://www.unum.capital/post/banks2605

  24. 🟩 Netcare https://www.unum.capital/post/ntc2605

  25. 🟩 +7% Rebound. Take Profit (Short Term Traders) https://www.unum.capital/post/arl2505

  26. 🟩 +12% Since Last Week's Alert https://www.unum.capital/post/2ael2505

  27. Update: Altron https://www.unum.capital/post/ael2505

  28. Super Group https://www.unum.capital/post/spg2505

  29. Sector Report https://www.unum.capital/post/sectorreport2505

  30. Breadth Report https://www.unum.capital/post/breadthreport2505

  31. Momentum Report https://www.unum.capital/post/moreport2505

  32. 🟩 +140% in 19 Months. Switch To Unum Capital Today https://www.unum.capital/post/qtum2505

  33. 🟩 Take Profit: Running +62% https://www.unum.capital/post/dtcr2505

  34. Gold Miners vs JSE Top 40 Index https://www.unum.capital/post/goldminers2505

  35. FirstRand https://www.unum.capital/post/fsr2505

  36. Prosus https://www.unum.capital/post/prx2505

  37. Global ETF Buy Idea https://www.unum.capital/post/eixgetf2205

  38. Sector Rotation https://www.unum.capital/post/sectors2505

  39. Trends In Sectors (May 2026) https://www.unum.capital/post/maynarr2505

  40. Key Takeaways https://www.unum.capital/post/keytake2505

  41. Coronation Fund Managers https://www.unum.capital/post/cml2205

  42. JSE: Internal Rotation https://www.unum.capital/post/inrotat2205

  43. JSE Top 40 Index https://www.unum.capital/post/j2002205

  44. African Rainbow Minerals https://www.unum.capital/post/ari2105

  45. 🛢️ Brent Crude Oil https://www.unum.capital/post/brentcrude2105

  46. Sanlam https://www.unum.capital/post/slm2105

  47. Old Mutual https://www.unum.capital/post/omu2105

  48. Altron https://www.unum.capital/post/ael2105

  49. 🟩 Global Tech Idea: Running +62% https://www.unum.capital/post/arm2005

  50. Coffee Futures https://www.unum.capital/post/coffee2005

  51. US Dollar Index https://www.unum.capital/post/dxy2005

  52. 🟩 Target Reached at $38 (+23%) https://www.unum.capital/post/enor2005

  53. MTN Group https://www.unum.capital/post/mtn2005

  54. 🎥Video: Momentum Dashboard https://www.unum.capital/post/mdash2005

  55. Relative Rotation Graph https://www.unum.capital/post/rrg2005

  56. Momentum Trajectory https://www.unum.capital/post/momentum2005

  57. 🟩 Target Reached at 9100c https://www.unum.capital/post/box1905

  58. Nintendo https://www.unum.capital/post/nintendo1905

  59. JSE Edition: Where Is The Money Flowing? https://www.unum.capital/post/witmf1905

  60. JSE Top 40 Index https://www.unum.capital/post/j2001905

  61. Spot Gold https://www.unum.capital/post/xau1905

  62. BID https://www.unum.capital/post/bid1805

  63. 🖥️ Technical Screen: Where is the Money Flowing? https://www.unum.capital/post/witmf1805

  64. ARL https://www.unum.capital/post/arl1805

  65. Higher Inflation = Higher Yields = Higher Commodities https://www.unum.capital/post/dbcetf1805

  66. JSE Food Retailers https://www.unum.capital/post/foodretail1805

  67. JSE All Share Index https://www.unum.capital/post/j2031805

  68. Buy This ETF https://www.unum.capital/post/ehacktf1805

  69. Consumer Shares: Internal Rotation https://www.unum.capital/post/consumer1805

  70. Mining/Commodity Shares: Internal Rotation https://www.unum.capital/post/mining1805

  71. BHG https://www.unum.capital/post/bhg1805

  72. AGL https://www.unum.capital/post/agl1805

  73. TFG https://www.unum.capital/post/tfg1805

  74. 10-Point Breadth Report https://www.unum.capital/post/breadth1805

  75. 10-Point Momentum Report https://www.unum.capital/post/moreport1805

  76. US 10-Year Bond Yield https://www.unum.capital/post/us10y1505

  77. OMU https://www.unum.capital/post/omu1505

  78. 🖥️ Technical Screen: 1 Large Cap Industrial & 1 Property https://www.unum.capital/post/2tscreen1505

  79. 🖥️ Technical Screen: 1 Commodity Share & 1 Mid Cap Industrial https://www.unum.capital/post/1tscreen1505

  80. Sector Rotation https://www.unum.capital/post/rotation1505

  81. Thungela Resources https://www.unum.capital/post/tga1505

  82. 🖥️ Technical Screen: 1 Retailers & 2 Tech Shares https://www.unum.capital/post/tscreen1505

  83. Anglo American Plc https://www.unum.capital/post/agl1505

  84. Sibanye Stillwater https://www.unum.capital/post/ssw1405

  85. Pan African Resources Plc https://www.unum.capital/post/pan1405

  86. Cisco Systems https://www.unum.capital/post/csco1405

  87. BTI https://www.unum.capital/post/bti1405

  88. 🎥Video: Momentum Ratings https://www.unum.capital/post/ratings1405

  89. USD/ZAR https://www.unum.capital/post/usdzar1305

  90. 🎥Video: Momentum Ratings https://www.unum.capital/post/ratings1305

  91. Global ETF Idea https://www.unum.capital/post/edbatf1305

  92. Relative Sector: Key Takeaways https://www.unum.capital/post/sector1305

  93. Remgro https://www.unum.capital/post/rem1305

  94. RRG https://www.unum.capital/post/extremes1305

  95. Copper Futures https://www.unum.capital/post/copper1205

  96. ARKQ ETF https://www.unum.capital/post/arkq1205

  97. Standard Bank https://www.unum.capital/post/sbk1205

  98. Take Profit: Industrials Momentum ETF https://www.unum.capital/post/prn1205

  99. Intuitive Machines https://www.unum.capital/post/lunr1205

  100. BHP Group https://www.unum.capital/post/bhg1205

  101. TFG https://www.unum.capital/post/tfg1205

  102. JSE Top 40 Index https://www.unum.capital/post/j2001205

  103. Internal Rotation https://www.unum.capital/post/internal1205

  104. Extremes Checklist https://www.unum.capital/post/check1205

  105. Target Exceeded (+36%): AIPO ETF https://www.unum.capital/post/aipo1105

  106. Invesco QQQ Trust https://www.unum.capital/post/qqq1105

  107. Take (Partial) Profits: Boxer Retail https://www.unum.capital/post/box1105

  108. Take Profit: Vodacom Group https://www.unum.capital/post/vod1105

  109. Switch To Unum Capital Today https://www.unum.capital/post/1retail1105

  110. 🎥Video: Best Probability Actions (Preview) https://www.unum.capital/post/nextbest1105

  111. JSE Internal Rotation https://www.unum.capital/post/inro1105

  112. Absa Group https://www.unum.capital/post/abg1105

  113. African Rainbow Minerals https://www.unum.capital/post/ari1105

  114. Spot Gold https://www.unum.capital/post/xau1105

  115. Richemont https://www.unum.capital/post/cfr1105

  116. Take Profit on Teradyne (Running +147%) https://www.unum.capital/post/ter1105

  117. Take Profit on Vertiv Holdings (Running +129%) https://www.unum.capital/post/vrt1105

  118. Retailers: Internal Rotation https://www.unum.capital/post/retail1105

  119. JSE Top 40 Index https://www.unum.capital/post/j2001105

  120. Sector Rotation: Key Takeaways https://www.unum.capital/post/keytake1105

  121. Sector Rotation: D/Miners, Chemicals & More https://www.unum.capital/post/visual1105

  122. Momentum Trajectory https://www.unum.capital/post/motra1105

  123. 🟩 Price Action Model Trigger: BUY Watchlist

  124. Harmony Gold https://www.unum.capital/post/har0805

  125. S&P 500 Index https://www.unum.capital/post/spx0705

  126. Sasol https://www.unum.capital/post/sol0705

  127. BHP Group https://www.unum.capital/post/bhg0705

  128. S&P 500 Index https://www.unum.capital/post/spx0605

  129. Clicks Ltd https://www.unum.capital/post/cls0606

  130. Anglo American Plc https://www.unum.capital/post/agl0605

  131. Take Profit: Novo Nordisk https://www.unum.capital/post/novo0605

  132. 🎥Video: Watchlist (Preview) https://www.unum.capital/post/watch0606

  133. Spot Gold https://www.unum.capital/post/xau0605

  134. Breadth Report https://www.unum.capital/post/breport0605

  135. Momentum Report https://www.unum.capital/post/moreport0605

  136. Gold Miners Are Lagging. Here's What's Leading https://www.unum.capital/post/relsec0605

  137. Sector Momentum https://www.unum.capital/post/speed0605

  138. Take Profit: Exxaro Resources https://www.unum.capital/post/exx0605

  139. Take Profit: Generac Holdings https://www.unum.capital/post/gnrc0505

  140. Pepkor Holdings https://www.unum.capital/post/pph0505

  141. Anheuser-Busch InBev https://www.unum.capital/post/anh0505

  142. Rainbow Chicken https://www.unum.capital/post/rbo0505

  143. JSE: Internal Rotation https://www.unum.capital/post/interota0505

  144. Alphamin Resources https://www.unum.capital/post/aph0505

  145. Harmony Gold https://www.unum.capital/post/har0505

  146. South 32 https://www.unum.capital/post/s320405

  147. U.S. Market Internal Rotation https://www.unum.capital/post/usinternal0405

  148. Where is the Money Flowing? https://www.unum.capital/post/witmf0405

  149. Dis-Chem Pharmacies https://www.unum.capital/post/dcp0405

  150. JSE Relative Sector Analysis https://www.unum.capital/post/relsec0405

  151. JSE Internal Rotation https://www.unum.capital/post/introtaion0305

  152. Tension Tracker https://www.unum.capital/post/tension0405

  153. JSE Banks Index https://www.unum.capital/post/jsebanks0405

  154. Platinum Miners https://www.unum.capital/post/platmine0305

  155. Take (Partial) Profit: Novo Nordisk https://www.unum.capital/post/novo0305

  156. Take Profit: Cummins Inc. https://www.unum.capital/post/cmi0305

  157. AngloGold Ashanti Plc https://www.unum.capital/post/ang0305

  158. Global Ideas: Nintendo https://www.unum.capital/post/nintendo0305

  159. JSE Sector Rotation https://www.unum.capital/post/relsec0205

  160. Sasol: Structural Bull / Short Term Overbought https://www.unum.capital/post/sol0205

  161. Breadth Report https://www.unum.capital/post/breadth0205

  162. Sector Momentum Gauge https://www.unum.capital/post/speed0205

  163. 4 Sectors: Snapback & Correction Risks https://www.unum.capital/post/4sectors0105

  164. 🎥Video: Trade Setups (Preview) https://www.unum.capital/post/setups0105

  165. Spot Gold https://www.unum.capital/post/xau0105

  166. Brent Crude Oil https://www.unum.capital/post/ukoil0105

  167. JSE Top 40 Index https://www.unum.capital/post/j2003004

Archive: Year-To-Date

Share the following link to our website with your social circle: https://unum.capital/blog/



Lester Davids

Senior Investment Analyst: Unum Capital



Comments

bottom of page