Latest

Novo Nordisk (Resize 970X460)
  • Market commentary
  • 23 May 2025
  • 1 reading min

Novo Nordisk: Is this a stumble or a real shift?

Bongiwe Mdiniso, Equity Analyst at Sasfin Wealth, shares why we’re still backing the fundamentals and what the real story is behind the headlines.

By Bongiwe Mdiniso
LVMH – Investment Case
  • Insights
  • 24 Apr 2025
  • 1 reading min
LVMH Q1 2025: Luxury's post-pandemic challenges unveiled
By Alec Abraham
Gettyimages 1218381651 (970X460)
  • Insights
  • 01 Feb 2024
  • 3 reading min
Autopsy of retail trading updates
By Alec Abraham
Richemont
  • Insights
  • 29 Jan 2024
  • 3 reading min
Richemont released its 3Q24 sales update on 18 January 2024
By Alec Abraham
Content Hub Thumbnail Image Copy (4)
  • Insights
  • 13 Dec 2022
  • 3 reading min
Prosus-Naspers Financial Interim 2023
By Alec Abraham
Content Hub Thumbnail Image Copy (3)
  • Insights
  • 12 Dec 2022
  • 5 reading min
South African retail 2022 and beyond
By Alec Abraham
Content Hub Thumbnail Image (3)
  • Market commentary
  • 01 Dec 2022
  • 4 reading min
Spar FY22 Results Commentary
By Alec Abraham
Content Hub Thumbnail Image Copy (1)
  • Market commentary
  • 25 Oct 2022
  • 3 reading min
Equity Research – Glencore Plc (GLN) Investment Case
By Lwando Ngwane
Content Hub Thumbnail Image 1 (6)
  • Insights
  • 05 Oct 2022
  • 3 reading min
Key points from Transaction Capital pre-close period call
By Alec Abraham
Content Hub Thumbnail Image 3
  • Insights
  • 20 Sep 2022
  • 3 reading min
Aspen Pharmacare
By Alec Abraham
Content Hub Thumbnail Image (20)
  • Insights
  • 14 Sep 2022
  • 3 reading min
Sasol posts strong FY22 results and reinstates dividend
By Lwando Ngwane
Content Hub Image 1
  • Insights
  • 29 Aug 2022
  • 6 reading min
Philip Morris
By Alec Abraham
Content Hub Thumbnail Image 1 (4)
  • Insights
  • 18 Aug 2022
  • 3 reading min
Anglo American (AGL) and Glencore (GLN) 1H22 Results
By Lwando Ngwane
Content Hub Thumbnail Image Copy
  • Insights
  • 20 Jul 2022
  • 5 reading min
Equity Research – Linde Plc (LIN) Investment Case
By Lwando Ngwane
Content Hub Thumbnail Image (12)
  • Insights
  • 06 Jul 2022
  • 3 reading min
Naspers/Prosus
By Alec Abraham
Content Hub Thumbnail Image (10)
  • Insights
  • 10 Jun 2022
  • 2 reading min
Commodities Commentary – Year-to-Date Performance
By Lwando Ngwane
Content Hub Thumbnail Image 2 (1)
  • Insights
  • 26 May 2022
  • 8 reading min
Sasfin BCI Balanced Fund- Q1 Quarterly Update
By Arno Lawrenz
Content Hub Thumbnail Prudential
  • Insights
  • 26 May 2022
  • 8 reading min
Sasfin BCI Prudential Fund- Q1 Quarterly Update
By Arno Lawrenz
Content Hub Thumbnail Image 1 (1)
  • Insights
  • 26 May 2022
  • 8 reading min
Sasfin BCI Stable Fund- Q1 Quarterly Update
By Errol Shear
Content Hub Thumbnail Image (5)
  • Insights
  • 20 May 2022
  • 4 reading min
AngloGold Ashanti (ANG) and Gold Fields (GFI) Quarterly Production
By Lwando Ngwane
Content Hub Thumbnail Image (4)
  • Insights
  • 17 May 2022
  • 6 reading min
Nestlé Investment Case
By Alec Abraham
Content Hub Thumbnail Image 1
  • Insights
  • 05 May 2022
  • 4 reading min
Anglo American (AGL) and BHP Group (BHG) Quarterly Production
By Lwando Ngwane
Content Hub Thumbnail Image (2)
  • Insights
  • 08 Apr 2022
  • 3 reading min
The Sasfin Precious Metals Yield (PMY) Portfolio
By Lwando Ngwane
Spur Corporation Resized
  • Insights
  • 30 Mar 2022
  • 4 reading min
Spur Corporation
By Alec Abraham
Content Hub Thumbnail Image
  • Insights
  • 24 Mar 2022
  • 3 reading min
KAP Industrial Holdings
By Alec Abraham
Cashbuild New Ci Size Copy
  • Insights
  • 15 Mar 2022
  • 4 reading min
Cashbuild
By Alec Abraham
Our Thoughts New Ci Size Copy
  • Insights
  • 08 Mar 2022
  • 4 reading min
Anheuser-Busch
By Alec Abraham
Quality Street Content Hub Thumbnail Image New Ci Size Copy V2
  • Insights
  • 03 Mar 2022
  • 4 reading min
Quality Investing
By Jonathan Wernick
Content Hub Thumbnail Image New Ci Size Copy Sasol
  • Insights
  • 21 Feb 2022
  • 5 reading min
Factors fuelling Sasol
By Lwando Ngwane
Aerial Agriculture Resized
  • Insights
  • 21 Feb 2022
  • 9 reading min
Sasfin BCI Flexible Income Fund - Quarterly Update
By Arno Lawrenz
Content Hub Thumbnail Image Anglo Ashanti
  • Insights
  • 14 Feb 2022
  • 3 reading min
AngloGold Ashanti Limited (ANG) Company Snapshot
By Lwando Ngwane
Content Hub Thumbnail Retirement
  • Insights
  • 07 Feb 2022
  • 4 reading min
The two pots at the end of the retirement rainbow
By Mbonisi Tshabalala
Content Hub Thumbnail Food Vs Population 2
  • Insights
  • 25 Jan 2022
  • 3 reading min
South Africans forced to go on a diet
By Alec Abraham
Content Hub Thumbnail ESG
  • Insights
  • 12 Jan 2022
  • 5 reading min
ESG: Themes for 2022
By Lwando Ngwane
Content Hub Thumbnail Retirement And Emigration
  • Insights
  • 01 Dec 2021
  • 6 reading min
What does the latest retirement funds legislation say when emigrating
By Mbonisi Tshabalala
Content Hub Thumbnail Commodities
  • Insights
  • 24 Nov 2021
  • 5 reading min
Risks and opportunities posed by rising commodity prices
By Lwando Ngwane
Forest Resized
  • Insights
  • 12 Nov 2021
  • 5 reading min
Sasfin BCI Stable Fund - Quarterly Update
By Errol Shear
Content Hub Thumbnail Image New Ci Size Flexible Income Fund Update
  • Insights
  • 25 Oct 2021
  • 5 reading min
Sasfin BCI Flexible Income Fund - Quarterly Update
By Arno Lawrenz
Headerimagetemplate @2Xy V3 Square Textsafeare Copy (002)
  • Insights
  • 21 Oct 2021
  • 5 reading min
Diageo: A trusted and respected global leader in beverage alcohol
By Alec Abraham
Stocks And Graphs Resized
  • Insights
  • 06 Oct 2021
  • 14 reading min
Sasfin Quarterly Review – September 2021
By Jonathan Wernick
Hermes
  • Insights
  • 01 Sep 2021
  • 5 reading min
Company profile - Hermès
By Alec Abraham
Thumbnail Content Hub Copy (002)2
  • Insights
  • 13 Aug 2021
  • 4 reading min
Sasfin Precious Metals Yield Portfolio
By Lwando Ngwane
Company Snapshot Sasol
  • Insights
  • 08 Jul 2021
  • 3 reading min
Company Snapshot - Sasol
By Lwando Ngwane
Green Hydrogen
  • Insights
  • 21 Jun 2021
  • 4 reading min
Zero Carbon Emissions
By Mosa Motsoeneng
Iron Ore Matters
  • Insights
  • 01 Jun 2021
  • 4 reading min
Iron Ore prices
By Lwando Ngwane
Abinbev
  • Insights
  • 05 May 2021
  • 7 reading min
AB-InBev – Investment Case
By Alec Abraham
Anglo America
  • Insights
  • 23 Apr 2021
  • 4 reading min
Anglo American - company snapshot
By Lwando Ngwane
Thumbnail Content Hub
  • Insights
  • 16 Apr 2021
  • 4 reading min
Retail Sales Observations
By Alec Abraham
Tencent 9 April 2021
  • Insights
  • 09 Apr 2021
  • 2 reading min
Tencent share sale – reducing stake to 28.9%
By Alec Abraham
Thumbnail Content Hub (003) I BHP
  • Insights
  • 04 Mar 2021
  • 3 reading min
BHP Group - Company snapshot
By Lwando Ngwane
Oil Prices
  • Insights
  • 11 Feb 2021
  • 4 reading min
The Impacts of the 2020 Oil Price Crash on Global Oil Producers
By Lwando Ngwane
LVMH – Investment Case
  • Insights
  • 08 Feb 2021
  • 4 reading min
LVMH – Investment Case
By Alec Abraham
Gamestop
  • Insights
  • 04 Feb 2021
  • 9 reading min
Gaming the system.
By Jonathan Wernick, CFA
Sasfin Month In Review – April 2020
  • Insights
  • 26 Jan 2021
  • 2 reading min
South African Retail industry sales
By Alec Abraham
The Impact Of Lockdown On Consumer Payment Behaviour Globally
  • Insights
  • 25 Jan 2021
  • 2 reading min
Richemont Group Q3 Sales Update.
By Alec Abraham
Adobestock 180668667 (002)
  • Insights
  • 20 Jan 2021
  • 3 reading min
Worldwide commodities off to a good start.
By Lwando Ngwane
Navigating The Equity Market Maze
  • Insights
  • 18 Jan 2021
  • 3 reading min
Macroeconomic Themes
By Mike Haworth
Sasol (SOL) 3Q20 Production Results
  • Insights
  • 10 Dec 2020
  • 3 reading min
What to Expect from “Sasol 2.0”
By Lwando Ngwane
Roche – FY2019 Results
  • Insights
  • 30 Nov 2020
  • 2 reading min
The Great Rotation
By Jonathan Wernick
Sasfin Month In Review – April 2020
  • Insights
  • 20 Nov 2020
  • 1 reading min
Swiss watch exports
By Alec Abraham
Shutterstock 1046242816 (1)
  • Insights
  • 16 Nov 2020
  • 4 reading min
A Look at last week: vaccine progress & easing lockdown restrictions
By Lwando Ngwane
Sasfin Month In Review – April 2020
  • Insights
  • 09 Nov 2020
  • 4 reading min
Macroeconomic-Themes
By Mike Haworth
Anglo American Responds To The COVID 19 Pandemic
  • Insights
  • 04 Nov 2020
  • 2 reading min
Sibanye-Stillwater (SSW) 3Q20 Production Results
By Lwando Ngwane
Impact Of COVID 19
  • Insights
  • 02 Nov 2020
  • 1 reading min
Aspen Pharmacare – Company Investment Case
By Alec Abraham
Revised Budget And The Economic Impact On SA 2
  • Insights
  • 27 Oct 2020
  • 3 reading min
Sustained low global inflation
By Mike Haworth
Mining Indaba Thumbnail Content Hub (003)
  • Insights
  • 19 Oct 2020
  • 3 reading min
The Joburg Mining Indaba 2020
By Lwando Ngwane
Tiffany Vs LVMH Thumbnail Content Hub (003)
  • Insights
  • 09 Oct 2020
  • 2 reading min
Richemont – Thoughts on Tiffany’s strained engagement with LVMH
By Alec Abraham
Roche – FY2019 Results
  • Insights
  • 22 Sep 2020
  • 6 reading min
Aspen Pharmacare – FY20 results & presentation overview
By Alec Abraham
Transactioncapital 2
  • Insights
  • 16 Jul 2020
  • 5 reading min
Transaction Capital – Company Snapshot
By Alec Abraham
Sasfin Month In Review – May 2020
  • Insights
  • 12 Jun 2020
  • 7 reading min
Sasfin Month in Review – May 2020
By Johathan Wernick
Spar Group – Company Snapshot
  • Insights
  • 04 Jun 2020
  • 5 reading min
Spar Group – Company Snapshot
By Alec Abraham
Pick N Pay – Company Snapshot
  • Insights
  • 25 May 2020
  • 5 reading min
Pick n Pay – Company Snapshot
By Alec Abraham
Sibanyestillwater1q20 Production Results
  • Insights
  • 12 May 2020
  • 4 reading min
Sibanye-Stillwater (SSW) 1Q20 Production Results
By Lwando Ngwane
Sasfin Month In Review – April 2020
  • Insights
  • 05 May 2020
  • 7 reading min
Sasfin Month in Review – April 2020
By Jonathan Wernick
Intel 1Q 2020 Results
  • Insights
  • 05 May 2020
  • 3 reading min
Intel - 1Q 2020 Results
By Jonathan Wernick
Samsung – 1Q 2020 Results
  • Insights
  • 05 May 2020
  • 3 reading min
Samsung – 1Q 2020 Results
By Jonathan Wernick
Louis Vuitton 2
  • Insights
  • 02 May 2020
  • 3 reading min
LVMH – 1Q 2020 Results
By Nicholas Dakin
Googlealphabet 2
  • Insights
  • 01 May 2020
  • 4 reading min
Alphabet - 1Q 2020 Results
By Nicholas Dakin
Bidcorp – Company Snapshot
  • Insights
  • 26 Apr 2020
  • 4 reading min
Bidcorp – Company Snapshot
By Nicholas Dakin
Sasol (SOL) 3Q20 Production Results
  • Insights
  • 24 Apr 2020
  • 3 reading min
Sasol (SOL) 3Q20 - Production Results
By Lwando Ngwane
Coronavirus Outbreak Providing Massive Boost To Streaming Demand
  • Insights
  • 21 Apr 2020
  • 2 reading min
Coronavirus outbreak providing massive boost to streaming demand
By Nicholas Dakin
Medtronic – Company Snapshot
  • Insights
  • 20 Apr 2020
  • 4 reading min
Medtronic – Company Snapshot
By Nicholas Dakin
Anglo American Responds To The COVID 19 Pandemic
  • Insights
  • 14 Apr 2020
  • 4 reading min
Anglo American Responds to the COVID-19 Pandemic
By Lwando Ngwane
Roche – FY2019 Results
  • Insights
  • 06 Apr 2020
  • 3 reading min
Roche – FY2019 Results
By Jonathan Wernick
Sasfin Quarterly Review – March 2020
  • Insights
  • 06 Apr 2020
  • 19 reading min
Sasfin Quarterly Review – March 2020
By Jonathan Wernick
AIA Group – FY2019 Results
  • Insights
  • 06 Apr 2020
  • 3 reading min
AIA Group – FY2019 Results
By Jonathan Wernick
British American Tobacco (BTI) – Capital Markets
  • Insights
  • 02 Apr 2020
  • 6 reading min
British American Tobacco (BTI) – Capital Markets Day Report-back
By Alec Abraham
0001S 0000 Techtalk Header6
  • Market commentary
  • 30 Mar 2020
  • 1 reading min
Nick's Tech Talk
By Nicholas Dakin
Anhueser Busch Inbev
  • Insights
  • 17 Mar 2020
  • 6 reading min
Anhueser Busch-InBev
By Alec Abraham
0001S 0003 Techtalk Header3
  • Insights
  • 22 Jan 2020
  • 1 reading min
Nick's Tech Talk
By Nicholas Dakin
Takingstock Headertemplate @2X 0001S 0002 Techtalk Overlay Copy 2
  • Innovation
  • 23 Oct 2019
  • 1 reading min
Nick's Tech Talk
By Nicholas Dakin
Takingstock Headertemplate @2X 0001S 0006 Techtalk Overlay Copy 4
  • Insights
  • 12 Sep 2019
  • 1 reading min
Nick's Tech Talk
By Nicholas Dakin
Takingstock Headertemplate @2X 0001S 0000 Techtalk Overlay Copy
  • Insights
  • 03 Sep 2019
  • 4 reading min
Nick’s Tech Talk
By Nicholas Dakin
A Case Study In The Future Of Diversified Mining
  • Insights
  • 30 Jun 2019
  • 6 reading min
A case study in the future of diversified mining
By Lwando Ngwane

Offcanvas Title

Default content goes here.
Intro