Trade Ideas
Global Trade Idea: Chipotle Mexican Grill Inc. (CMG) - BUY
We initiate a long position. Our upside target is set at $64. We recommend a stop-loss at $51.
26 June 2025
Trade Ideas
Global Trade Idea: Chipotle Mexican Grill Inc. (CMG) - BUY
We initiate a long position. Our upside target is set at $64. We recommend a stop-loss at $51.
26 June 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 23
23 June 2025
Trade Ideas
Local Trade Idea: Wilson Bayley Holmes-Ovcon (WBO) - BUY
We initiate a long position. Our upside target is R215, and we recommend a stop-loss at R173.
18 June 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 22
17 June 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 21
This week we cover the SARB's latest 25bps cut and the impact this had on the JSE. We also discuss the likelihood of further rate cuts as well as the US Fed's stance. We unpack the latest Trump Musk dispute as well as opportunities this could create for traders. Lastly what to look out for next week as well as Chantal's stock pick.
09 June 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 20
02 June 2025
Hot Topics
Healthcare REITs: Health(y) diversification benefit
Healthcare REITs, which play a vital role in the commercial real estate market, own, operate, manage, acquire, and develop healthcare-related real estate. These include senior living communities, hospitals, medical offices, outpatient facilities, life science innovation and research properties, as well as skilled nursing facilities. In general, the sector is underpinned by consistent demand and long-term leases with high-quality tenants. Healthcare providers, tethered to population hubs, are a "captive audience" for landlords, making healthcare real estate a resilient and stable investment option.
27 May 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 19
26 May 2025
Economics Weekly
Caution or fundamentals, which will the MPC choose?
The South African Reserve Bank's (SARB) Monetary Policy Committee (MPC) will announce their decision on interest rates on Thursday, 29 May. After cutting rates by 25bps at each of the three consecutive meetings since September 2024, the MPC decided to leave interest rates unchanged in March - citing an uncertain global backdrop. While the global environment has become less tense, we still believe that persistent policy uncertainty will continue to push monetary authorities to err on the side of caution. That said, there is ample room for further easing given weak domestic fundamentals so it will be interesting to see which way the MPC leans.
23 May 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 23
23 June 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 22
17 June 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 21
09 June 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 20
02 June 2025
Disclaimer
This Publication note is issued by FNB for the information of clients only and should not be produced in whole or part without prior permission. Although FNB is an Authorised Financial Services Provider, any opinions and/or analysis contained in this Publication are for informational purposes only and should not be considered advice, including but not limited to financial, legal or tax advice, or a recommendation to invest in any security or to adopt any investment strategy. The information contained herein has been obtained from sources/persons which we believe to be reliable. Still, it is not guaranteed for correctness, completeness or otherwise. We do not assume liability for loss arising from errors in the information or that may be suffered from using or relying on the information contained herein, irrespective of whether there has been any negligence by us, our affiliates or any other employees of ours, and whether such losses are direct or consequential. As market and economic conditions are subject to rapid change, any comments, opinions and analyses are rendered as of the date of publishing and may change without notice. Such changes may have a material impact on the outcome of any investment. Securities involve a degree of risk and are volatile instruments. Past performance is not indicative of future performance. Securities or financial instruments mentioned in the Publication note may not be suitable for all investors, and FNB bears no responsibility whatsoever arising from or as a consequence thereof. The material is not intended as a complete analysis of every material fact regarding any share, instrument, sector, region, market, country, investment or strategy. The recipient of this Publication must make their own investment decision and is advised to contact their relationship manager for a personal financial analysis before making any investment decisions. Copyright 2023.
