An alarming decline in @JSE_Group
issuer analyst coverage and offshore ownership is apparent from our @ALG_Research, in conjunction with @Edison_Inv_Res and @SingularSystems. Short, but must read for investors in SA stocks. https://t.co/zywJpbJEqj
SA regulations supporting scrap steel market has increased availability of raw material for more energy efficient and lower emission steel production. Read ALG's Hennie Vermeulen's analysis for free thanks to @ALG_Research
and @Edison_Inv_Res. #steel#ESG
https://t.co/xMe2x15klL
ALG's René Hochreiter is bullish on PGMs for 2022 as chip shortages reduce. Read his views for free thanks to @ALG_Research
and @Edison_Inv_Res. #PGM#Platinum
https://t.co/oPIdquNOV9
Follow our LinkedIn page for a curated list of @Edison_Inv_Res
research. Gain access to high-quality analyst reports without any subscription- or pay-walls. We will increasingly share on @ALG_Research as well. #equityresearch#JSE#SAEquities
https://t.co/YNgmmvDLJO
My colleagues at ALG-Edison Investment Research have published this riveting and informative piece on the declining JSE offshore ownership.
Declining JSE offshore ownership and coverage weighs on market caps | Edison % https://t.co/F7leTD7dyv
Deep value driving corporate action. Many listed entities may follow suit, unlocking value for investors. Is it time to follow the clever money or ride the negative wave? #CNA#Edcon#Research#Analysis
@WayneMcCurrie It is times like these when companies should actively move closer to investors, swallow their prode, take the uncomfortable meetings, absorb the pain and forge ahead. Shareholders who walk a path from despair to elation with a company are the most loyal owners to have. #Tongaat
True or false: Companies spend too little time analyzing their shareholder registers and implementing active steps to attract more and the right kind of shareholder. When last has your exco or board held a shareholder strategy meeting? #shareholderstrategy#shareholders
Do you see deep value in SA and EM equities? Do you think it could be the result of inefficient markets or are you wrong? Do you think that deeper analysis could make the difference? ALG may have a solution for you. #emergingmarkets#equities#research#analysis
@pietviljoen Many holding companies are under-analysed as brokers watch their bottom line. Other low-hanging fruit includes Reinet and RMI. Inefficient markets create opportunities.
The #PeterMoyo dispute with #OldMutual remains the key overhang to increased #EmergingMarkets fund manager holdings in OMU. A meaningful re-rating remains predicated on increased (non-LSE) offshore shareholdings. A final resolution should precede an aggressive re-rating.
Are you being heard? 2020 presents challenges for listed companies & analysts with unbundled research putting pressure on the stockbroking model. Whether a company concerned about reach or an analyst looking for challenges, ALG has the solution. #research#analysis#stockbroking