Ian Stiglingh
3K posts
Ian Stiglingh retweetledi
Longer Term view on the #ZAR and a quick look at Bond Yields. Clearly not having a great end to the week/year...ZAR aiming for the R19 level and 10-Year yields are back at the highest levels for 2022. Attractive for yield seekers but sad to see as a Local looking to travel soon😀
English
Bigger portion of the market starting to show good value.
Custodian|DFM@CustodianDFM
The S&P500 Index is down -24% YTD, does this mean the US Equity Market is "cheap"? Looking at the S&P100, its certainly moving towards being attractive. NOTE: P/E is affected by change in P-rice as well as the E-earnings (estimate), meaning both can move to change the ratio...
English
@jc_louw It's fine. The blackout period equal to 1 weekend is adequate.
English
#CAPITEC CEO & ASSOCIATE BUY R14.5M OF SHARES (SENS)
According to Bloomberg records the first significant purchase the past couple of years, trading dates 29-30 Sep 22 (not in table yet)
Also attached news from earlier today, receiving their Life License
twitter.com/jc_louw/status…
JC Louw@jc_louw
*SOUTH AFRICA'S PRUDENTIAL AUTHORITY HAS GIVEN LENDER #CAPITEC A LICENSE TO START LIFE INSURANCE BUSINESS IN SOUTH AFRICA *CAPITEC [CPI] $JSECPI SHARE PRICE UP +2.8% (SA BANKS +1.4%) (Bloomberg)
English
Whatever they are paying Stanlib's marketing team, it's not enough.
English
Ian Stiglingh retweetledi
Adding the S&P500 Index to the CBOE Put Call ratio shows how a ratio above 1 identified decent buying opportunities in the recent past
Not saying go out and buy, but rather that it's easy to be negative, try to remain calm in your decision making process
twitter.com/jc_louw/status…
JC Louw@jc_louw
CBOE Put Call Ratio...pretty extreme levels. (Bloomberg)
English
Mirrors Fed move from yesterday.
LiveSquawk@LiveSquawk
SARB Raises Key Rate By 75bps To 6.25% From 5.50%
English
@AltCoinTraderSA when are you opening deposits and withdrawals on ETHW?
English
Following the successful #Ethereum ‘Merge’, AltCoinTrader will be crediting all our clients’ wallets with the forked coin (ETHW) based on a snapshot of their #ETH balances held in their AltCoinTrader wallets at the time of the upgrade. Read more: bit.ly/3RNH6et #ETHW
English
Ian Stiglingh retweetledi
LOOK AT THIS REACTION TO THE US CPI FIGURES!!!
twitter.com/jc_louw/status…
JC Louw@jc_louw
US Aug22 Inflation (CPI) Data came in at 8.3%, this is HIGHER than the 8.1% expected (8.5% previous) See Bloomberg data below:
English
Ian Stiglingh retweetledi
Ian Stiglingh retweetledi
US unemployment report looks good. And we know good news is bad news. Why? Less pressing need for the Fed to lower interest rates and markets don't like that. Because without lower interest rates, jobs wouldn't increase. oh wait...
English
Looks like the market is doing "sell the rumour, sell the fact" :)
Custodian|DFM@CustodianDFM
US Jun CPI YoY will be released at 14:30 today. Expected at 8.8% (Prev 8.6%) - See enclosed details The US White House is expecting the CPI numbers to be “highly inflated” and if so, could have a big impact on world markets later today...so set a reminder! (Data by: Bloomberg)
English
Good thread to show the methods of getting into offshore equity with ETFs...
Custodian|DFM@CustodianDFM
Investing in Index Tracking Exchange Traded Funds or #ETFs A quick Thread 🧵 1/8 “Asset Allocation has been shown to explain around 90% of fund returns over time, so should be an important part of any investment process” ~ Morningstar, CityWire, 01/06/2022~
English
Ian Stiglingh retweetledi
Taking a look at some select regions and their respective Govt Bond ETFs
Using Bloomberg to show the YTD Capital Returns for each in USD, meaning income dist aren't reinvested, SA (using @SATRIX_SA Gov Bond #ETF) looks like a clear out performer helped by a stable/flat #USDZAR
English
Ian Stiglingh retweetledi
Weekly LOCAL Tech Share Screen
The screen is showing a strong OverSold bias this week. (4 Sells : 26 Buys)
Note: We include the Bloomberg 12-mth Est Returns & MACD confirmation
[Close: 17 Jun 22 -using 35 & 65 levels; Market Cap > R5bn] #LocalShareScreen
English
Ian Stiglingh retweetledi
Weekly LOCAL Tech Share Screen
The screen is showing a strong OverSold bias this week. (2 Sells : 25 Buys)
Note: We include the Bloomberg 12-mth Est Returns & MACD confirmation
[Close: 14 Jun 22 -using 35 & 65 levels; Market Cap > R5bn] #LocalShareScreen
English
Ian Stiglingh retweetledi
The Fwd PE on the S&P500 has come down significantly (Analyst Est may still have to play catch-up) While there's potentially still downside risk using this metric, a counter argument for higher sustainable PE's are justified given the relative level of interest rates at present.
English
Wil hierdie snapshot net hier los as evidence dat ek een keer voor @SchalkLouw was in F1 fantasy.
Nederlands