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Wednesday 04 December 2024 (14h44, South African Time) Buy Idea Technical Takeaway: Re-Emerging Momentum / Pending Base Breakout AI-Assisted Fundamental Insights The latest financial results for Schneider Electric were released on October 30, 2024. Here are some key takeaways:    Group revenues for Q3 2024 were €9.3 billion, up 8% organically.    Energy Management was up 12%, while Industrial Automation was down 6%.    All four regions contributed to growth in Q3, with North America and the Rest of the World up double-digit organically.    Systems and Services led the growth, both up double-digit, with ARR at AVEVA up 15%.    Schneider Electric reaffirmed its 2024 target. Schneider Electric's growth drivers are primarily fueled by the increasing demand for sustainable and efficient energy management solutions. The company's focus on digitization, automation, and software solutions further propels its growth.    Here are some of the key growth drivers for Schneider Electric: Megatrends: Digitization and AI:  Schneider Electric leverages these technologies to enhance its products and services, providing innovative solutions to its customers. Climate Change:  The company is at the forefront of addressing climate change challenges by offering sustainable energy solutions and helping customers reduce their carbon footprint. Energy Transition:  Schneider Electric plays a crucial role in the energy transition by providing solutions for renewable energy integration, energy storage, and grid modernization. Wealth Evolution:  As the global economy grows, there is an increasing demand for energy-efficient and reliable infrastructure, which benefits Schneider Electric.    Reshoring and Resiliency:  The trend towards reshoring manufacturing and supply chains creates opportunities for Schneider Electric to provide localized solutions and support. Key Focus Areas: Sustainable Growth:  Schneider Electric is committed to sustainable growth by focusing on areas with high growth potential and fostering a culture of agility.    Meeting Evolving Needs:  The company prioritizes meeting new and challenging needs in a faster and more agile manner.    Sustainability Integration:  Schneider Electric embeds sustainability in every dimension of its organization, from product design to supply chain management.    Customer Partnership:  The company strives to be a trusted partner for its customers on their sustainability journey, combining digital and electric technologies to create a sustainable future.    Additional Drivers: Strong Market Position:  Schneider Electric is a global leader in energy management and automation, with a strong brand reputation and a diverse customer base.    Innovation:  The company invests heavily in research and development to develop innovative products and solutions.    Strategic Partnerships:  Schneider Electric collaborates with key partners to expand its reach and capabilities.    Geographical Expansion:  The company continues to expand its presence in emerging markets with high growth potential. Overall, Schneider Electric's growth drivers are underpinned by its commitment to sustainability, innovation, and customer focus. By leveraging these strengths, the company is well-positioned to capitalize on the growing demand for energy management and automation solutions. Lester Davids Analyst: Unum Capital

Wednesday 04 December 2024 (12h13, South African Time) Buy Idea Technical Takeaway: Re-Emerging Momentum / Pending Base Breakout AI-Assisted Fundamental Insights Gap Inc.'s earnings for the third quarter of fiscal 2024 exceeded expectations. The company reported earnings per share of $0.72, which surpassed the consensus estimate of $0.61. This positive result led to an increase in the company's full-year outlook. Here are some key details from the earnings report: Earnings per share: $0.72 Revenue: $3.83 billion Operating income: $355 million Net income: $274 million This information is based on the latest earnings report released by Gap Inc. on November 2, 2024. Trading View News Flow Lester Davids Analyst: Unum Capital

Wednesday, 04 December 2024 (Time: 11h27) In the span of just under 7 weeks, the share has rallied by 37%. This includes the after-hours print of +10% to above $106. Original View discussed on 15 October, below (link: https://www.unum.capital/post/active-trading-plan-tuesday-15-october-2024

Wednesday 04 December 2024 (Time: 09h19, S/Africa / Pre-Market European Session) Code: UBSG Model: Trend Acceleration / Re-Emerging Momentum Bias: Buy/Long Existing idea (25 February) at 24.72. Now 28.81. Lester Davids Analyst: Unum Capital

Tuesday 03 December 2024 To trade global instruments, you will need an offshore account. To get started, contact the Unum Capital Trading Desk: E-mail: tradingdesk@unum.co.za | Call: 011 384 2923 Germany's DAX Index Above 20,000 For The First Time, Ever Sharp bullish reversal from the oversold conditions seen in August. Clients of Unum Capital were alerted to the potential for a bullish reversal, supported by the automated data reading at the time. Originally Published Here: https://www.unum.capital/post/dax-index-ultra-short-term-in-an-oversold-range-tuesday-06-august-2024 Long time followers of my research will also recall the DAX being highlighted at 13,000, four years in September 2020. The time-stamped chart is shown below: Previous Post: DAX Index. Ultra Short Term, Trading In An Oversold Range - Tuesday, 06 August 2024 • REAL-TIME: 12h10 ABOUT THE TACTICAL TRADING GUIDE: Technology + Proprietary Insights has helped to develop automated tools and strategies that   are used to identify potential trading opportunities as well as highlight potentially significant technical developments across various time frames. This page highlights readings from our Tactical Trading Guide (Price Action Tool) which   is also available as a live tool via the telegram group. The tool provides automated price analysis for any tradeable instrument across 3 time frames : short (short term), medium (medium term) and long (long term). Readings are subject to change , based on the development of the subsequent price action. The tool helps to determine and shed light on the some of the following: Whether the reward-to-risk is attractive for a buy/long position? Whether a share is weak or if aggressive buying is underway Whether a trader can look to buy a pullback into a key moving average (continuation trade) Whether a share needs to break a range for a new trend to be determined (bullish or bearish) Whether a traders needs to monitor for a change of character that could lead to a bullish or bearish reversal Whether a share could start a consolidation phase Whether the upward momentum is slowing (if it's in a bullish phase) Whether buyers can look to 'phase in' to a position (if it's in a bearish phase) Whether a share lacks directional bias Lester Davids Analyst: Unum Capital

Wednesday 04 December 2024 (Time: Pre-Market) [Subject To Change] Lester Davids Analyst: Unum Capital

Wednesday 04 December 2024 (Time: Pre-Market) ABOUT THE TACTICAL TRADING GUIDE: Lester Davids Analyst: Unum Capital

Wednesday 04 December 2024 (Time: Pre-Market) This chart is available to NON-CLIENTS of Unum Capital. 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    Key Features: Reached prior cycle swing high which became overhead resistance False breakout and a swift unwind from medium term overbought conditions Within a medium term portfolio, this share HAS BEEN a 'reduce'. Clients previously alerted to risks. Monthly Chart RANKED & RECOGNIZED: Unum Research Attains 3rd Place In The 2024 Securities Broker Awards In September 2024, Unum Research was recognized for it's capabilities.  Among well-respected boutiques and ahead of household giants such as FNB and Nedbank, the unit attained 3rd place for the period under review. Commenting on the award, Analyst: Lester Davids remarked: "The award speaks to the high quality of output being recognized by our valued clients as well as the consistency of insights and actionable opportunities that has been delivered over the past 8 years." Lester Davids Analyst: Unum Capital

Wednesday 04 December 2024 (Time: Pre-Market) On Monday, the group released it's trading update for the 10 months ended 21 October 2024. While earnings were higher, it may have missed market consensus expectations, with the share being sold off in early trade on Monday before recovering some of the early session losses. On 15 August, Unum Capital clients were cautioned against aggressive buy/long positions at or around the level at the time. The share trade only slightly higher and for the 3 1/2 months, has traded in a sideways range before reaching a multi-month low on Monday morning. The original note, cautioning new buys/longs, can be viewed here: https://www.unum.capital/post/standard-bank-trading-at-multi-month-highs-here-s-what-the-data-says-thursday-15-august-2024 Standard Bank was previously a buy/long idea on 18 April which saw a significant rally. The original buy idea (18 April) and caution (15 August) is time stamped on the updated chart below. SENS Voluntary trading update for the ten months to 31 October 2024 10M24 performance For the ten months to 31 October 2024 (10M24), Standard Bank Group's underlying operational and financial trends were robust and reflective of the continued momentum in the underlying franchise. Group headline earnings grew by low-to-mid single digits in South African Rand (ZAR) and by mid-teens on a constant currency basis in the 10M24 relative to the ten months to 31 October 2023 (10M23 or period on period). Currency devaluations in various countries in which the group operates on the African continent, together with, more recently, the stronger ZAR, continued to dilute the group's performance in ZAR. Previously, this impact was expected to moderate in the second half of the year, however this was not the case in the four months to 31 October 2024. Importantly, while the impact thereof is a headwind to reported revenue growth trends, it also favourably impacts reported operating expenses and credit impairment charges. Banking headline earnings also grew by low-to-mid single digits in ZAR and by mid-teens on a constant currency basis period on period. Balance sheet growth has been slower than expected due to larger-than-expected currency movements in Africa Regions, and net interest income growth slowed to low-to-mid single digits period on period. Non-interest revenue declined by low-to-mid single digits period on period as continued growth in fees and commissions was more than offset by a decline in trading revenue off a high base in 10M23. Cost growth was well contained, reflecting continued cost management discipline, and dampened by currency translation impacts. Revenue growth remained slightly ahead of cost growth. Credit impairments were lower period on period due to a slowdown in early arrears and lower inflows into non-performing loans in Personal and Private Banking as reported previously. The group's credit loss ratio for 10M24 remained in the top half of the group's through-the-cycle range of 70 to 100 basis points. Previous Post: STANDARD BANK: Caution To New Longs - Thursday, 15 August 2024 Ticker: SBK Real-Time: 15h50 Lester Davids Analyst: Unum Capital

Wednesday 03 December 2024 (Time: Pre-Market) For short term/active traders, price is key applying a disciplined but flexible approach to entries and exits can result in continuous cash flow being generate. The share is lower by 1200c since the previous note. The previous post highlighted the short term overbought regime for TGA, with the share having reached a high of 13898c on the day. Following the publication of the note, the end of day model reading via the Tactical Trading Guide was as follows: Short Term (1 to 10 days): "Very strong move. buyers in control but do not chase . The share may fail at it's attempt to hold it's prior session highs. If it does not hold, then the 8-day EMA could be a target" Medium Term (2 to 4 weeks): "Aggressive buying but do not chase . Look for overshoot or failure to hold the prior session highs to short/sell back to the 8-day EMA" For clarity, 'do not chase' means do not buy aggressively at or around the current levels as there is a risk that the price could lose upside momentum. Time-Stamped Model Readings Previous Post: THUNGELA RESOURCES Bullish Target Exceeded; Approaching Short Term Overbought Tuesday 19 November 2024 Share Code: TGA The rising 21-day EMA has served as a spot to re-enter on the buy/long side, following the minor pullbacks. Original buy/long view at 10697c vs yesterday's high of 13898c. Previous Post: Take Profit Friday, 04 October Time Published: 09h20 Ticker: TGA Bank / Take Profit; Full Target Reached Previous Post: Wednesday, 02 October 2024 Published: Pre-Market Share Name: Thungela Resources Ticker: TGA The share is in the money by just over 600c, having reached a 3-week high of R113 during yesterday's session. Previous Post ( Potential Short Term Bullish Reversal) Thursday, 26 September 2024 Published: Pre-Market (07h22) Share Name: Thungela Resources Ticker: TGA Stable price action / improving candles structure Support at prior swing lows Positive open to close during yesterday's trading session Above-average volume, suggesting an increase in buying interest Positive divergence as per the 7 and 14-day Relative Strength Index The share closed at 10692c, however, hold above 10550c is key to maintaining an ultra short term bullish thesis. Setup invalidated below 10220c Potential upside targets: 11420c; 11700c Last close: 10692c Daily Chart, With Levels + Volume Daily Chart, With 7 & 14 RSI highlighting the bullish divergence Model Reading via the Tactical Trading Guide

Wednesday 04 December 2024 (Time: Pre-Market) Technology + Proprietary Insights has helped to develop automated tools and strategies that are used to identify potential trading opportunities as well as highlight potentially significant technical developments across various time frames. This page highlights readings from the analyst's Tactical Trading Guide (Price Action Tool) . The tool provides automated price analysis of over 90 JSE-listed equities across 17 sectors and across 3 time frames : short (short term), medium (medium term) and long (long term). Readings are subject to change , based on the development of the subsequent price action. MEDIUM TERM (APPROXIMATELY 2 to 4 WEEKS) - SUBJECT TO CHANGE AS THE PRICE ACTION DEVELOPS NOTE: THE SHORT TERM (1 TO 10 DAYS) AND LONG TERM (5 TO 8 WEEK) READINGS ARE ALSO AVAILABLE. SHOULD YOU URGENTLY REQUIRE A READING FOR THE S/TERM or L/TERM, YOU ARE WELCOME TO E-MAIL ME AT LESTER@UNUM.CO.ZA DUE TO TIME/CAPACITY CONSTRAINTS, THOSE TIME FRAMES ARE NOT SHOWN HERE .

Wednesday 04 December 2024 (Time: Pre-Market) Strongest / High Bullish Momentum / Most Overbought Weakest / High Bearish Momentum / Most Oversold Lester Davids Analyst: Unum Capital