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  • Insights
  • 01 Feb 2024
  • 3 reading min

Autopsy of retail trading updates

With many retailers having issued trading updates recently, we have collated our observations and thoughts regarding what these statements mean for the 2024 outlook for retail.

By Alec Abraham
Richemont
  • Insights
  • 29 Jan 2024
  • 3 reading min
Richemont released its 3Q24 sales update on 18 January 2024
By Alec Abraham
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  • Insights
  • 13 Dec 2022
  • 3 reading min
Prosus-Naspers Financial Interim 2023
By Alec Abraham
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  • Insights
  • 12 Dec 2022
  • 5 reading min
South African retail 2022 and beyond
By Alec Abraham
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  • Market commentary
  • 01 Dec 2022
  • 4 reading min
Spar FY22 Results Commentary
By Alec Abraham
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  • Market commentary
  • 25 Oct 2022
  • 3 reading min
Equity Research – Glencore Plc (GLN) Investment Case
By Lwando Ngwane
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  • Insights
  • 05 Oct 2022
  • 3 reading min
Key points from Transaction Capital pre-close period call
By Alec Abraham
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  • Insights
  • 20 Sep 2022
  • 3 reading min
Aspen Pharmacare
By Alec Abraham
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  • Insights
  • 14 Sep 2022
  • 3 reading min
Sasol posts strong FY22 results and reinstates dividend
By Lwando Ngwane
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  • Insights
  • 29 Aug 2022
  • 6 reading min
Philip Morris
By Alec Abraham
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  • Insights
  • 18 Aug 2022
  • 3 reading min
Anglo American (AGL) and Glencore (GLN) 1H22 Results
By Lwando Ngwane
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  • 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
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  • Insights
  • 26 May 2022
  • 8 reading min
Sasfin BCI Stable Fund- Q1 Quarterly Update
By Errol Shear
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  • Insights
  • 20 May 2022
  • 4 reading min
AngloGold Ashanti (ANG) and Gold Fields (GFI) Quarterly Production
By Lwando Ngwane
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  • Insights
  • 17 May 2022
  • 6 reading min
Nestlé Investment Case
By Alec Abraham
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  • Insights
  • 05 May 2022
  • 4 reading min
Anglo American (AGL) and BHP Group (BHG) Quarterly Production
By Lwando Ngwane
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  • 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
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  • 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
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  • 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
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  • Insights
  • 22 Jan 2020
  • 1 reading min
Nick's Tech Talk
By Nicholas Dakin
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  • Innovation
  • 23 Oct 2019
  • 1 reading min
Nick's Tech Talk
By Nicholas Dakin
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  • Insights
  • 12 Sep 2019
  • 1 reading min
Nick's Tech Talk
By Nicholas Dakin
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  • 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

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