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Research Notes 11 - 15 August > https://www.unum.capital/post/r1115august Trade   Local & Global Financial Markets with Unum Capital. To get started, email   tradingdesk@unum.co.za Chart Number 1: Approaching a multi-year demand supply zone (can trade down to 60c). Chart Number 2: Trading at multi-year incline support Chart Number 3:  Trading at an extended level versus it's decade VWAP. Lester Davids Senior Investment Analyst: Unum Capital

Research Notes 11 - 15 August > https://www.unum.capital/post/r1115august Trade   Local & Global Financial Markets with Unum Capital. To get started, email   tradingdesk@unum.co.za Trading Glencore Plc (Thursday 07 August): Short Term Oversold + Potential For Counter-Trend Rebound Our previous note expressed cautious optimism but also highlighted the risk of failure which would lead to a short/sell opportunity. The share has since sharply retraced from it's 200-day moving average and is now oversold, with potential for a counter-trend rebound. Previous Post (Monday 21 July) Lester Davids Senior Investment Analyst: Unum Capital

Research Notes 11 - 15 August > https://www.unum.capital/post/r1115august Trade   Local & Global Financial Markets with Unum Capital. To get started, email   tradingdesk@unum.co.za Previous Post (04 December): NINTENDO Upside Earnings Surprises + Multi-Month Breakout Wednesday 04 December (Time: 22h06, South African Time, Pre-Market Asian Session) Technical Takeaway High bullish momentum - has the potential to retrace in the short term, however, on the lower time frame, it looks poised to develop a new bull leg. Nintendo's growth in 2024 has been mixed. Revenue and Profit: Revenue:  Nintendo's revenue in 2024 was slightly lower than the previous year, coming in at just over 11 billion US dollars. This marks a decline from the peak of nearly 16 billion dollars in 2021.    Profit:  Similarly, Nintendo's profit also decreased in 2024, reaching around 3 billion US dollars.     Factors Affecting Growth: Maturity of the Nintendo Switch:  The Nintendo Switch, released in 2017, is now in its eighth year on the market. This maturity has naturally led to a decline in sales compared to its earlier years.    Increased Competition:  The gaming industry is highly competitive, with other major players like Sony and Microsoft constantly releasing new consoles and games.    Economic Factors:  Global economic conditions, such as inflation and recessionary fears, can impact consumer spending on gaming products.    Future Outlook: While Nintendo's growth has slowed in 2024, the company still holds a strong position in the gaming industry. It continues to release popular games and has a dedicated fanbase. Additionally, Nintendo has been exploring new business areas like film and mobile gaming, which could contribute to future growth.    Overall, Nintendo's growth in 2024 has been tempered by the maturity of its console and economic factors. However, the company's strong brand, innovative games, and diversification efforts suggest that it will continue to be a significant player in the gaming industry. Financial Snapshot (Non-Comprehensive) Technical Summary + Analyst Ratings Lester Davids Senior Investment Analyst: Unum Capital

Research Notes 11 - 15 August > https://www.unum.capital/post/r1115august Trade   Local & Global Financial Markets with Unum Capital. To get started, email   tradingdesk@unum.co.za Lester Davids Senior Investment Analyst: Unum Capital

Research Notes 11 - 15 August > https://www.unum.capital/post/r1115august Trade   Local & Global Financial Markets with Unum Capital. To get started, email   tradingdesk@unum.co.za Lester Davids Senior Investment Analyst: Unum Capital

Research Notes 11 - 15 August > https://www.unum.capital/post/r1115august Trade   Local & Global Financial Markets with Unum Capital. To get started, email   tradingdesk@unum.co.za #Local Can I call this the Trade of the Year? The sector may not be #1 in terms of absolute performance, however, the strength has certainly surprised many. On 02 January (see further below) we outlined our views, highlighting a key change in trend. Well done to those who have been involved! JSE Telecoms: 23-Month Relative & Absolute High; In Line With Our January View + 52-Week Highs For MTN Group, Blue Label Telkom & Vodacom Telecommunications Sector Relative to the JSE Top 40 Index: Price Action Pointing To A Relative Change of Trend Comments on the slide below (Prepared 27 December 2024, Published 02 January 2025) Lester Davids Senior Investment Analyst: Unum Capital

Research Notes 11 - 15 August > https://www.unum.capital/post/r1115august Trade   Local & Global Financial Markets with Unum Capital. To get started, email   tradingdesk@unum.co.za Lester Davids Senior Investment Analyst: Unum Capital

Research Notes 11 - 15 August > https://www.unum.capital/post/r1115august Trade   Local & Global Financial Markets with Unum Capital. To get started, email   tradingdesk@unum.co.za Invesco Pharmaceuticals ETF (PJP) Johnson & Johnson (Bull Flag Build-Up & Breakout) Lester Davids Senior Investment Analyst: Unum Capital

Research Notes 11 - 15 August > https://www.unum.capital/post/r1115august Trade   Local & Global Financial Markets with Unum Capital. To get started, email   tradingdesk@unum.co.za Walmart Inc. (WMT) - Key level = $105 Home Depot (HD). Key level = $387 Costco Wholesale Corp. Key level = $1120 Consumer Staples (Equally-Weighted) Relative to S&P 500 Index (Equally-Weighted). Lester Davids Senior Investment Analyst: Unum Capital

Research Notes 11 - 15 August > https://www.unum.capital/post/r1115august Trade   Local & Global Financial Markets with Unum Capital. To get started, email   tradingdesk@unum.co.za 3 Healthcare (& Related) Picks: Let's do a trade. In exchange for the names, we would love to have a few minutes of your time to explain our services. Specifically, if you are: New to financial markets and looking to start your trading journey. An experienced trader, but looking to elevate your trading. Interested in an ACTIVE TRADING approach. Interested in a high quality, award-winning research. Interested in insights that informs and identifies both risks and opportunities. Should you you fit into any of the above categories, we would love a few minutes of your time to be able to further explain why you should consider Unum Capital your trading partner. To access, e-mail your name and contact details to   lester@unum.co.za    To open a trading account, e-mail   lester@unum.co.za    Lester Davids Senior Investment Analyst: Unum Capital

Research Notes 11 - 15 August > https://www.unum.capital/post/r1115august Trade   Local & Global Financial Markets with Unum Capital. To get started, email   tradingdesk@unum.co.za Weekly Chart. Time Frame: Medium Term. Let's do a trade. In exchange for the name, we would love to have a few minutes of your time to explain our services. Specifically, if you are: New to financial markets and looking to start your trading journey. An experienced trader, but looking to elevate your trading. Interested in an ACTIVE TRADING approach. Interested in a high quality, award-winning research. Interested in insights that informs and identifies both risks and opportunities. Should you you fit into any of the above categories, we would love a few minutes of your time to be able to further explain why you should consider Unum Capital your trading partner. To access, e-mail your name and contact details to   lester@unum.co.za    To open a trading account, e-mail   lester@unum.co.za    The ETF idea is similar to that of the SPDR Metals & Mining ETF (XME) highlighted at $53.00 in November 2023. The ETF now traded just below $80.00. Lester Davids Senior Investment Analyst: Unum Capital

Research Notes 11 - 15 August > https://www.unum.capital/post/r1115august Trade   Local & Global Financial Markets with Unum Capital. To get started, email   tradingdesk@unum.co.za Lester Davids Senior Investment Analyst: Unum Capital