Weekly Roundup 2022-12-02 – PHALA PHALA

Lunar Capital Weekly Roundup

Just as we were all about to get into the December spirit, an independent parliamentary panel released a report concluding that President Cyril Ramaphosa may have violated the constitution in his capacity as President.

Weekly Roundup 2022-11-11

Lunar Capital Weekly Roundup

The global markets have come down quite significantly since the beginning of the year. The US Federal reserve has been raising interest rates at a record rate to attempt to tame rapidly rising inflation.

Weekly Roundup 2022-11-04 – Novo Nordisk

Lunar Capital Weekly Roundup

Novo Nordisk released their Q3 2022 results last week. Novo Nordisk is a health-care company that primarily focuses on producing treatments for diabetes, obesity and rare blood diseases.

Weekly Roundup 2022-10-28

Lunar Capital Weekly Roundup

Last week, Alphabet, Microsoft, and Amazon released their results for the quarter ended 30 Sep 2022. These companies have a huge focus on cloud computing, and see it as a major driver of growth for their companies.

Weekly Roundup 2022-10-21

Lunar Capital Weekly Roundup

Last week, ASML released their Q3 2022 results. ASML is an innovation leader in the semiconductor industry. They provide chipmakers with hardware, software, and services to mass produce patterns on silicon through lithography.

Weekly Roundup 2022-10-14

Lunar Capital Weekly Roundup

There has been a lot of talk in the news about how poorly the South African Rand (ZAR) has done this year. We think that is a misconception since it doesn’t necessarily tell the full story if we only compare how the Rand has performed against the US Dollar (USD).

Weekly Roundup 2022-10-07

Lunar Capital Weekly Roundup

Last week, AMD (Applied Micro Devices), a semiconductor (computer chip) manufacturer, released a preview of their Q3 report.

Weekly Roundup 2022-09-30

Lunar Capital Weekly Roundup

A few weeks ago, we looked at FirstRand and compared their results to some of the other banks that it primarily competes with in South Africa. This week, we shall take a look at Capitec.