☰ Research: October 2025
- Lester Davids
- Oct 1
- 5 min read
Updated: 1 day 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. Year-to-date we have published over 1500 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
Our Capabilities (Non-Comprehensive):
A +250% Rally in 12 Weeks https://www.unum.capital/post/irisral
10 Trades You Missed https://www.unum.capital/post/tentrad
Solaris Energy Infrastructure https://www.unum.capital/post/seirun
'Rare Earth' Rally +70% https://www.unum.capital/post/raeral
Global X Silver Miners ETF +93% Over 5 Months https://www.unum.capital/post/silsix9
Van Eck Junior Gold Miners 1 Year Later +100% https://www.unum.capital/post/gdx100
Sibanye Stillwater +300% Over 8 months https://www.unum.capital/post/wsiban
Latest Research:
Free Trade Idea Update: Volatility Index Target Reached https://www.unum.capital/post/vixtar
Free adbrn (Aberdeen) Physical Palladium Shares ETF Running +54% https://www.unum.capital/post/phypall
Free 🎥Watch: Sibanye Stillwater (+300%) + New P/A Probabilities https://www.unum.capital/post/wsiban
Free 🎥Watch: Impala Platinum On The Run + New P/A Probabilities https://www.unum.capital/post/wimpal
Free 🎥Watch: Making Money https://www.unum.capital/post/wmamo
Free VanEck Gold Miners ETF: Now Higher by 100% https://www.unum.capital/post/gdx100
Free Trading Tiger Brands https://www.unum.capital/post/tbsrung
Free 🎥Watch: British American Tobacco https://www.unum.capital/post/wbtob
Free JSE Sectors: Ranked (Most to Least Preferred) https://www.unum.capital/post/jranki
Free JSE Sectors: Risk Factors & Contrarian Signals https://www.unum.capital/post/consign
Free JSE Sectors: The 'Why' Behind The Flow https://www.unum.capital/post/whyflw
Free JSE Sectors: Wakey, Wakey... https://www.unum.capital/post/jwakey
Free JSE Sectors: Relative Rotation https://www.unum.capital/post/relron
Free JSE Sectors: Momentum Shift Matrix https://www.unum.capital/post/moshmx
Free JSE Sectors: Key Takeaways https://www.unum.capital/post/jsectk
Free Full Target Reached at $55.00. Solaris Energy Infrastructure +46% https://www.unum.capital/post/seitar
Premium Content 🎥Watch: Breaking Out; Target 2800c https://www.unum.capital/post/wstxfa
Free Buy Idea: Perpertua Resources https://www.unum.capital/post/ipptaa
Free 🎥Watch: Currently +15%. Consider Taking Partial Profits https://www.unum.capital/post/wamtn
Free 1 Target Reached; 1 Stop-loss Breached https://www.unum.capital/post/sccofcx
Free Long Term Target +R240 https://www.unum.capital/post/rainbwmi
Free Curro Holdings https://www.unum.capital/post/currun
Free High Impact 🎥Watch: Take Note of Credit Spreads https://www.unum.capital/post/tncred
Free S&P 500 Index (US500) https://www.unum.capital/post/usfivhn
Free Trading Harmony Gold https://www.unum.capital/post/hargol
Free Satrix Industrial (STXIND) https://www.unum.capital/post/stxinds
Free U.S. Factor Rankings (Momentum Adjusted) https://www.unum.capital/post/facrank
Free U.S. Factor Relative Rotation https://www.unum.capital/post/facrota
Free U.S. Factors Momentum Shift Matrix https://www.unum.capital/post/moshi
Free U.S. Factors Analysis: Key Takeaways https://www.unum.capital/post/usfackt
Free Anhueser-Busch Inbev https://www.unum.capital/post/traanh
Free 🎥Watch: Boxer Retail's Breakout Attempt https://www.unum.capital/post/boxbre
Free 🎥Watch: Diversified Miners (Absolute & Relative) https://www.unum.capital/post/wdimi
Free $ABAT Running +155% in 3 Weeks https://www.unum.capital/post/abat3
Free 🎥Watch: Exxaro Resources https://www.unum.capital/post/exxresc
Free Trade Idea Update: 1nvest Palladium (ETFPLD) Running +17% https://www.unum.capital/post/pldrunn
Free 🎥Watch: Trading Sasol https://www.unum.capital/post/asola
Free Spot Gold https://www.unum.capital/post/tspotg
Free 🎥Watch: Market Risk Index https://www.unum.capital/post/mrisvi
Free Harmony Gold (HMY) https://www.unum.capital/post/thmyt
Premium Content: Playbook: Shoprite Holdings https://www.unum.capital/post/shoplay
Premium Content: Fundamentally Inexpensive + Technically Constructive https://www.unum.capital/post/iabga
Premium Content: 🎥Watch: Trading Prosus https://www.unum.capital/post/prosprem
Free Trade Idea Update: Volatility Index Spikes +33% https://www.unum.capital/post/vixspi
Free Buy Idea: Byrna Technologies https://www.unum.capital/post/byrna
Premium Content: U.S Sectors: Relative Rotation https://www.unum.capital/post/usrotan
Premium Content: U.S Sectors Ranked From Most to Least Preferred https://www.unum.capital/post/ussecra
Premium Content: U.S Sectors: Key Takeaways: https://www.unum.capital/post/spdrtkw
Premium Content: U.S Sectors: Wakey, Wakey... https://www.unum.capital/post/uswakey
Premium Content: U.S Sectors: Risk Factors & Contrarian Signals https://www.unum.capital/post/usriskc
Premium Content: U.S Sectors: Regimes vs S&P 500 Index https://www.unum.capital/post/usecv
Free 🎥Watch: Trading Nedbank https://www.unum.capital/post/nbankr
Free Discovery: Generating Cash Flow https://www.unum.capital/post/dsyfow
Free Global Trade Idea Closed: Full Target Reached at $17.00 https://www.unum.capital/post/servtar
Free Global Trade Idea Closed: Full Target Reached at $6.50 https://www.unum.capital/post/abatar
Free Local Trade Idea Closed: Full Target Reached at 4718c https://www.unum.capital/post/cmlft
Free Buy Idea: Ivanhoe Mines https://www.unum.capital/post/ivntsx
Free Buy Idea: ALPS Medical Breakthroughs ETF https://www.unum.capital/post/sbioetf
Free Take Profits: Running +33% https://www.unum.capital/post/anetrn
Premium Content: JSE Sectors: Weekly Momentum Shifts https://www.unum.capital/post/wmosh
Free Take Profit: South 32 Rebounding+21% https://www.unum.capital/post/souttp
Free Take Profit: Anglo American +30% https://www.unum.capital/post/anglruni
Free JSE Relative Rotation https://www.unum.capital/post/rerota
Free JSE Sectors: Risk Factors & Contrarian Signals https://www.unum.capital/post/riskfact
Free JSE Sectors: Most to Least Preferred https://www.unum.capital/post/mostlea
Free Palladium: How We Played A Pattern. Now +53% https://www.unum.capital/post/xpdrunn
Free JSE Sectors: The 'Why' Behind The Flow https://www.unum.capital/post/whbeh
Free JSE Sectors: Wakey, Wakey... https://www.unum.capital/post/wakey
Free JSE Sector Analysis: Key Takeaways https://www.unum.capital/post/saktways
Free Glencore: 1st Target Reached at 8300c https://www.unum.capital/post/gln8300
Free Market Risk Index: Daily + Weekly + Monthly https://www.unum.capital/post/mridwm
Premium Content: 🎥Watch: Chart of the Day https://www.unum.capital/post/cpulpd
Free 🎥Watch: Rebounding +10%. Consider Taking Partial Profits https://www.unum.capital/post/wmtna
Free Trading South 32 https://www.unum.capital/post/soufou
Free Trading Satrix Resources: Updated View https://www.unum.capital/post/resiob
Premium Content: 3 JSE Shares Trading +30% vs 75-EMA https://www.unum.capital/post/threesf
Free Buy Idea: Intuitive Machines (Small Cap/Spec) https://www.unum.capital/post/ilunra
Free Global X Uranium ETF Running +80% https://www.unum.capital/post/uraruni
Free Afrimat https://www.unum.capital/post/upaft
Free Physical Palladium Shares ETF: Running +24% https://www.unum.capital/post/phypall
Free Trading Harmony Gold (HMY) in New York https://www.unum.capital/post/chmys
Free FirstRand: Current Model Reading & Setup https://www.unum.capital/post/cfsru
Free Coronation Fund Managers: Take Profit https://www.unum.capital/post/cmltp
Free American Battery Technology Co. Running 53% https://www.unum.capital/post/abatrun
Free Approaching Target & Running +35%. Take Partial Profits https://www.unum.capital/post/servtp
Free Lumen Technologies: Running +37% https://www.unum.capital/post/lumnrun
Free Glencore Plc Running +25% https://www.unum.capital/post/glnruni
Free 🎥Watch: Running +10% https://www.unum.capital/post/rnedn
Free 🎥Watch: Update on JSE Platinum Shares https://www.unum.capital/post/wjsepl
Premium Content: Buy Idea: Teradyne Inc. https://www.unum.capital/post/itera
Premium Content: JSE Top 40: Assessing The Current Reward-to-Risk https://www.unum.capital/post/risktop40
Premium Content: Oil Undervalued Versus Gold https://www.unum.capital/post/oilgold
Free Mondi Plc: Summary of Q3 Trading Update https://www.unum.capital/post/mnpq3
Free Buy Idea: Amentum Holdings https://www.unum.capital/post/iamtma
Premium Content: ETF Themes From Our Screeners https://www.unum.capital/post/etfscre
Featured Post: Double Your Money (ETF) https://www.unum.capital/post/dymark
Free Buy Idea: 1nvest Palladium ETF https://www.unum.capital/post/ietfplda
Free Spot Gold https://www.unum.capital/post/sptxauu
Free JSE Discretionary Retailers: Snapshot/Core Thesis https://www.unum.capital/post/jsediscre
Free 🎥Watch: M/T Target +R255 (Currently Running +29%) https://www.unum.capital/post/rarlnn
Free Buy Idea: Ark Genomic Revolution ETF https://www.unum.capital/post/iarkga
Free Trading Nedbank https://www.unum.capital/post/nedraly
Free South 32: Running +10% https://www.unum.capital/post/s32ten
Free Buy Idea: RWE AG https://www.unum.capital/post/irwea
Free Buy Idea: IBM https://www.unum.capital/post/iibma
Free JSE Sector Rotation: https://www.unum.capital/post/secrota
Free JSE Sectors: Key Takeaways https://www.unum.capital/post/ktways
Free JSE: Where is the Money Flowing https://www.unum.capital/post/wheremf
Free JSE: Relative Sector Analysis https://www.unum.capital/post/reanay
Free JSE: Ranking The Sectors https://www.unum.capital/post/rankise
Premium Content: The Most Important Chart https://www.unum.capital/post/michart
Free Banks/JSE Top 40 (Relative) https://www.unum.capital/post/jseban
Free Take Profit: Running +39% https://www.unum.capital/post/ttsmp
Free 🎥Watch: Medium/Long Term Targets 8300c & 9400c https://www.unum.capital/post/glencvi
Free 🎥Watch: Netcare https://www.unum.capital/post/ntcvi
Free A Note on Gold's Monthly Chart https://www.unum.capital/post/xaumonth
Free 🎥Watch: Discovery Holdings https://www.unum.capital/post/dsypam
Free Update: ASML Running +44% https://www.unum.capital/post/asmlrun
Free ETF Idea: +51% in 15 Weeks https://www.unum.capital/post/ipbwa
Free Buy Idea: iShares U.S. Infrastructure ETF https://www.unum.capital/post/ifrai
Free Talen Energy: Running +24% https://www.unum.capital/post/talenrun
Free 🎥Watch: Provisional Buy Re-Entry R345 to R355 https://www.unum.capital/post/isnta
Free Re-Enter (Buy) Between R288 & 295, Sell at R320 https://www.unum.capital/post/itbse
Archive: Year-To-Date
29 September to 03 October https://www.unum.capital/post/r2903oct
22 to 26 September https://www.unum.capital/post/r2226sept
15 to 19 September https://www.unum.capital/post/r1519sept
08 to 12 September https://www.unum.capital/post/r0812sept
01 to 05 September https://www.unum.capital/post/r0105sept
25 to 29 August https://www.unum.capital/post/r2529august
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
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