Trade Ideas
Local Trade Idea: Curro Holdings (COH) - BUY
We initiate a long position. Our upside target is set at R10.50. We recommend a stop-loss at R8.20.
01 July 2025
Trade Ideas
Local Trade Idea: Curro Holdings (COH) - BUY
We initiate a long position. Our upside target is set at R10.50. We recommend a stop-loss at R8.20.
01 July 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 24
30 June 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 23
This week we cover heightened market volatility and how investors should approach this. We cover the oil price as well as the Feds latest decision to keep rates where they are. Lastly we cover Telkom as well as Chantal's stock pick.
23 June 2025
Economics Weekly
Stable inflation and strong retail sales volumes supports consumer-led recovery
20 June 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 22
This week we cover the PGM prices and Impala Platinum's recent rally. We also cover Boxer and whether the share still has value at this level. We also cover heightened geopolitical tensions and the impact of futures and the oil price. Lastly what to expect next week as well as Chantal's stock pick.
17 June 2025
Flash Notes
April manufacturing output down by 6.3% y/y, reflecting continued challenges
10 June 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 21
This week we cover the SARB's latest 25bps cut and the impact this had on the JSE. We also discuss the likelihood of further rate cuts as well as the US Fed's stance. We unpack the latest Trump Musk dispute as well as opportunities this could create for traders. Lastly what to look out for next week as well as Chantal's stock pick.
09 June 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 20
02 June 2025
Flash Notes
April manufacturing output down by 6.3% y/y, reflecting continued challenges
10 June 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 24
30 June 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 23
23 June 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 22
17 June 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 21
09 June 2025
Disclaimer
This Publication note is issued by FNB for the information of clients only and should not be produced in whole or part without prior permission. Although FNB is an Authorised Financial Services Provider, any opinions and/or analysis contained in this Publication are for informational purposes only and should not be considered advice, including but not limited to financial, legal or tax advice, or a recommendation to invest in any security or to adopt any investment strategy. The information contained herein has been obtained from sources/persons which we believe to be reliable. Still, it is not guaranteed for correctness, completeness or otherwise. We do not assume liability for loss arising from errors in the information or that may be suffered from using or relying on the information contained herein, irrespective of whether there has been any negligence by us, our affiliates or any other employees of ours, and whether such losses are direct or consequential. As market and economic conditions are subject to rapid change, any comments, opinions and analyses are rendered as of the date of publishing and may change without notice. Such changes may have a material impact on the outcome of any investment. Securities involve a degree of risk and are volatile instruments. Past performance is not indicative of future performance. Securities or financial instruments mentioned in the Publication note may not be suitable for all investors, and FNB bears no responsibility whatsoever arising from or as a consequence thereof. The material is not intended as a complete analysis of every material fact regarding any share, instrument, sector, region, market, country, investment or strategy. The recipient of this Publication must make their own investment decision and is advised to contact their relationship manager for a personal financial analysis before making any investment decisions. Copyright 2023.
