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Afrifocus Securities @Affsec

Afrifocus Tweets are based purely on market observations and news alerts. Tweets should not be construed as advise.

Joined August 2012
  • Tweets 3,116
  • Following 446
  • Followers 2,063
1,867 Photos and videos
SA's Budget Speech postponed to March #budget2025 #BreakingNews #SpinToWin
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Time to look at Naspers and Compagnie Financiere Richemont SA and take advantage of the recent rally? #JSE #NPN #CFR #BREAKING NEWS #EQUITIES
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1. Best Platform award 2024 2.We came 2nd on both Top CFD Provider & Traditional Investor award,3.Congratulations to Fernando Carlos Santos Moreira on scooping the Top Individual Relationship manager award and Sam Nganga Jr. occupying the Third spot. #KruthamAwards #JSE
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Daily Bar with 21-Day RSI and volume traded Afrimat looks like picking up some technical support after recent decline. The 21-day RSI is rising out of oversold territory and above average volume have been traded at lows recently indicating some good uptake into the pullback.
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IMP - IMPLATS, a buy signal generated in the bear channel, target R87
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APN - ASPEN PHARMA - looking at support and reversal at R161
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Asset managers all going negative on platinum producers. Platinum and gold price below.
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RENERGEN - nice recovery off the lows. I wonder how much of the recent volatility was due to margin calls on SSFs not being met?
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TENCENT - just following the US 10 year, for whatever reason.
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Platinum and gold used to trade at parity many moons ago. Today the gap is over $1000 per oz. What if the market starts pricing Pt upwards? Got to own some at these levels I recon.
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RENERGEN - who bought the dip? And who panic sold?
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Renergen - this doesnt sound too negative ,does it? And the "mineral" helium is a byproduct. renergen.co.za/official-resp…

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LVMH "disappoints" on alcohol sales. RICHEMONT falls 4% in sympathy. Why?
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DATATEC - a very decent recent trading update. Lots of value unlocked past few years. Commentary below indicating more upside.
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RENERGEN - big disconnect between the share and the recent rally in natural gas prices. Looks more like a buy than a sell at current levels.
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RICHEMONT - entry level imo. Top analysts targeting R3400. Results due in a month's time
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RENERGEN - a FOMO blast from the past. Back at R16. Whatever happened to the R60 valuations, R1bn CEF investment and Nasdaq listing being touted?
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All eyes on the US 10 year and the impact on risk assets. Our valuation indicating that the market discounting 100bps hike at current levels - fair value closer to 4% FED futures indicating that rates have peaked, with a first cut estimated 24Q3. Buy the dip imo.
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Industrial metals rel S&P500 - looks like a bottom area for metals.
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Our global risk aversion index - bloodbath in risk-assets past week. High interest rates resulting in excessive risk aversion in the markets. Longer-term however very bullish on risk assets. Buy the dips.
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