Research
The content listed is not for investment, financial, accounting or tax advice and is provided for informational purposes only.
Forestry & Paper: Textiles Fibre Update
Key message: VSF prices hit hard this week, down 5-6%. VSF operating rate down to 75% and inventory days tick up to 32.5.
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SA Banks – BA900 July’21 Review
Annual growth rates in the SARB’s gross loans and advances category is recovering after negative growth was recorded in March, April and May. In absolute Rand terms this category is at the same level it was in March 2020. On our methodology, industry advances growth...
Forestry & Paper: Textiles Fibre Update
Key message: VSF, Cotton & polyester in the red. VSF operating rate flat at 78% and inventory days up to 30.
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WBHO – FY21 Results
Key message: Actively managing down the order book should improve the quality of earnings. Signs of a recovery in the mining sector is a positive for WBO.