top of page


Adam Strydom
3 days ago1 min read
Hard Underwriting Cycle Delivering Profit Growth
Santam Insurance  released excellent FY24 results with a 50% increase in HEPS and an RoE of 32%, driven by a more-than-doubling of...
0
0

Adam Strydom
5 days ago1 min read
SA Insurer Results: Focus Area
ALG Newsletter - SA insurer results: focus areas. The SA insurer results season is about to kick off and there are many key areas to...
0
0


Adam Strydom
Feb 251 min read
Portfolio Optimisation to Enhance Value
SAFARI INVESTMENTS RSA LIMITED Â (SAR) is a retail property specialist that owns and operates suburban shopping centres in South Africa...
2
0


Adam Strydom
Feb 211 min read
Direct Line Deal and Capacity Update
HELIOS UNDERWRITING PLC ’s (Helios’s) share price rose by 7% in the past two months, driven by healthy syndicate underwriting capacity...
3
0

Adam Strydom
Feb 211 min read
Yield Spike and SA Life Assurers
ALG Newsletter - Yield spike and SA life assurers. The recent 150bp spike in SA 10-year bond yields has not yet resulted in downward...
1
0

Adam Strydom
Feb 211 min read
Argent's Diversification Strategy
ALG Newsletter - Argent's diversification strategy. In this week's newsletter, Austin Lawrence Gidon 's metals and mining analyst, ...
2
0

Adam Strydom
Feb 141 min read
Reinet Becoming PICG Plus?
ALG Newsletter - Reinet becoming PICG plus? REINET LIMITED 's disposal of its entire BAT  stake is set to transform the holding company...
5
0

Adam Strydom
Feb 141 min read
Super Year for SA Life Assurers
ALG Newsletter - Super year for SA life assurers. Discovery Limited  and Momentum  (both up 45%) led the charge to drive the FTSE/JSE...
5
0

Adam Strydom
Jan 81 min read
Waiting for Volumes to Pick-up
ALG Newsletter - Waiting for volumes to pick up. Recent updates from SA life assurers like Sanlam , Momentum Group Limited  and Old...
8
0

Adam Strydom
Nov 28, 20241 min read
Inward REITs Listings on the JSE
ALG Newsletter - Inward REITs listings on the JSE . Tomorrow, Assura plc  is listing on the JSE, making it the second UK #REIT  to...
11
0

Adam Strydom
Nov 28, 20241 min read
Valuable Reseach Topics
ALG Newsletter - Valuable ALG research topics. In this Newsletter, we showcase some of the research topics Austin Lawrence Gidon  has...
4
0

Adam Strydom
Oct 18, 20241 min read
Reinet NAV Discount and PICG
ALG Newsletter - REINET INVESTMENTS  NAV discount and Pension Insurance Corporation plc . In this Newsletter, Andrew M.  looks at the...
18
0
All
bottom of page