The following is a partial recap of the market analysis shared during today’s morning Discord call.

We start the day in a sea of red as expectations of interest rate hikes by the Fed soar, with Citadel Securities, one of America’s top firms, expecting an increase of 25 basis points by the end of the week. Meanwhile, the situation in the Middle East fails to improve, as neither side commits to serious negotiations, making the oil market even more unpredictable.

Software

Yesterday we saw a rotation into the software sector, as it saw a 3% growth, while the semis and the market as a whole took a downturn. But we see a general upward trend in the sector, as it continues to make higher lows, with $96 as the main level to watch on the iShares Expanded Tech-Software Sector ETF (IGV). Regarding individual stocks, ServiceNow (NOW) seems to have broken the flag yesterday, most likely due to the company’s good earnings figures coming through. SoFi (SOFI) is another interesting stock, which has been going sideways for some time now, and with earnings scheduled for tomorrow, it’s likely to move in one direction or the other.

From left to right: iShares Expanded Tech-Software Sector ETF (IGV), ServiceNow (NOW), and SoFi Technologies (SOFI).

Local Stocks

Boxer (BOX)

Boxer released a trading statement in the morning, with a mixed bag of results. While the company is suffering from a deflationary environment, it has shown decent volume growth and market share gain. The margins are also holding steady, and new stores are opening. As the stock is currently on a downward turn, we recommend keeping an eye out for when it consolidates. To that end, we see the previous consolidations at R70 and R74 as the levels to look out for.

Platinum Group Metals

Platinum group metals are currently at a low point, but with a possible resurgence of internal combustion automobile manufacturing on the horizon (following the end of the wars in the Middle East and Ukraine), and increasing industrial demand, metals like platinum, palladium and rhodium make for a good long-term investment.

From left to right: Valterra Platinum (VAL), Sibanye Stillwater (SSW), and Northam Platinum (NPH).

Earnings & Economic Data

Pre-Market Earnings

Boeing (BA)

Boeing is an American multinational and the world’s largest manufacturer of aircraft, both civilian and military. The company also deals with missiles, satellites and more.

PayPal (PYPL)

PayPal is a U.S. based multinational fintech that handles online money transfers.

United Parcel Service (UPS)

UPS is one of the world’s largest international shipping and courier companies.

Coca Cola (KO)

Coca-Cola is the world’s largest brand of cold drink, and just like the previously mentioned PayPal (PYPL), its performance can be used to gauge the state of the consumer market.

After-Market Earnings

Visa (V)

Visa is an American multinational card and payment processor, and the second largest in the world, behind Mastercard (MA).

Seagate Technology (STX)

Seagate is an American data storage company, manufacturing products like hard drives, flash drives and more.

Ford (F)

Ford is a famous American car manufacturer, mainly producing pick-up trucks, SUVs and sports cars.

Economic Data

Start your trading journey with us today!

We’re posting on TradingView, we’re posting on our blog… but the real magic happens in our client community where you can get access to our ideas as they develop. So, open your account and join us and start taking advantage of South Africa’s Top Broker for both Active Traders and Traditional Investors. We have a Discord server, with a Daily Morning Call at 08:30 (Monday – Friday), where our Trading Strategist shares market updates and posts information with the Community. If you are not trading with us yet, what’s stopping you?

*Please note that these trade ideas form part of a larger weekly plan and the value of financial products can increase as well as decrease over time, depending on the value of the underlying securities and market conditions. The risk of loss arising from trading in Contracts for Difference can be substantial. You should carefully consider whether such investments are suitable for you in the light of your circumstances and financial resources.

The post The Daily Trades 28/07/2026 appeared first on Herenya Capital Advisors.

The following is a partial recap of the market analysis shared during today’s morning Discord call.

We open the day to a market rally in commodities and equities, following the cancellation of planned strikes over the weekend. Oil is the main loser today as it dropped by 6%, while gold and PGMs (Platinum Group Metals) show signs of a short-term bounce, which, in conjunction with Tencent’s (700) performance, helps create a risk-on sentiment for this morning session. However, we still recommend caution, as the market rally is behind cancelled strikes, rumoured to be due to a munitions shortage, rather than substantial progress towards peace. At the same time, Hormuz remains closed and further escalations are still on the table.

Gold

Our belief remains that gold needs to break $4200 to see proper movement to the upside. But looking at the charts, we believe that a short-term bounce is a very real possibility, which makes gold and gold miners an investment opportunity to keep an eye on, for those interested. As far as miners go, Harmony (HAR) had a standout performance last week, with significant pumps on Wednesday and Friday that were somewhat unexpected. We speculate that if it’s able to break the R280 level, we could see a retest of R290-300.

From left to right: Gold, gold shares, and Harmony Gold (HAR).

Local Stocks

Valterra (VAL)

The PGMs are expected to move up this morning, supported by weakness in the dollar and strength in commodities. We see Valterra as the most attractive option, with R1160 as the level to break before retesting R1200.

Aspen (NPN)

Aspen received the go-ahead on the development and production of a potentially world’s first oral anti-HIV pill. But with last week’s reports of supply chain issues, and Friday’s downgrade, we see the stock as something to keep an eye on until it finds support.

Real Estate

Standard Bank came out with a trio of changes in the real estate sector today. Redefine Properties (RDF) was raised to buy, while NEPI Rockcastle (NRP) and SA Corporate Real Estate (SAC) were cut to hold.

From left to right: Redefine Properties (RDF), NEPI Rockcastle (NRP), and SA Corporate Real Estate (SAC).

Economic Data

Start your trading journey with us today!

We’re posting on TradingView, we’re posting on our blog… but the real magic happens in our client community where you can get access to our ideas as they develop. So, open your account and join us and start taking advantage of South Africa’s Top Broker for both Active Traders and Traditional Investors. We have a Discord server, with a Daily Morning Call at 08:30 (Monday – Friday), where our Trading Strategist shares market updates and posts information with the Community. If you are not trading with us yet, what’s stopping you?

*Please note that these trade ideas form part of a larger weekly plan and the value of financial products can increase as well as decrease over time, depending on the value of the underlying securities and market conditions. The risk of loss arising from trading in Contracts for Difference can be substantial. You should carefully consider whether such investments are suitable for you in the light of your circumstances and financial resources.

The post The Daily Trades 27/07/2026 appeared first on Herenya Capital Advisors.

The following is a partial recap of the market analysis shared during today’s morning Discord call.

Today’s market opens on the downside, as we see red nearly everywhere. The U.S. tech sector saw the inverse correlation between the semis and software sectors change for a day, as both dropped. At the same time, a weaker Rand and weakness in the metals space are expected to put significant pressure on our mining- and export-driven economy. As such, we expect a quiet session today as a prelude to a more eventful week for the local market, as many of the major local stocks are scheduled to release production figures and earnings, starting next Monday (27th July).

Software

Between semis and softwares, it was the latter that saw the more significant drop yesterday. While ServiceNow’s (NOW) earnings on Wednesday saw it beat expectations by a slight margin, it seems not to have been enough to make a change for the sector, or the stock. We believe that if ServiceNow breaches the $88 level, it could go further down, into the low 80s, before finding support. Another notable underperformer is Oracle (ORCL), which just seems to be unable to make a turnaround, despite receiving a 10-year software contract from the Pentagon yesterday. It’s currently at 2024 levels, and the selling seems not to be done just yet.

From left to right:  iShares Expanded Tech-Software Sector ETF (IGV), ServiceNow (NOW), and Oracle (ORCL).

Local Stocks

Aspen Pharmacare (APN)

Aspen was downgraded to sell by the Standard Bank. While the target price has barely changed, with a marginal 2% change in the green, it could cause the stock to see a drop today.

Discovery (DSY)

Discovery stands out for its performance yesterday, as it was about to go up, even touching R260 at one point, before closing the session at R255. It’s the strongest of the local options at the moment.

Sanlam (SLM)

Sanlam had another bad day yesterday, closing the day at R84. This could ironically be a blessing in disguise, as R84 has been a buying interest level, and as such, it could have a bit of a bounce.

Earnings & Economic Data

Pre-Market Earnings

Verizon (VZ)

Verizon is the largest telecommunications company in the U.S., and the second largest worldwide.

American Express (AXP)

American Express is an international bank, payment card and financial services provider, and the fourth in the world by purchase volume.

Economic Data

Start your trading journey with us today!

We’re posting on TradingView, we’re posting on our blog… but the real magic happens in our client community where you can get access to our ideas as they develop. So, open your account and join us and start taking advantage of South Africa’s Top Broker for both Active Traders and Traditional Investors. We have a Discord server, with a Daily Morning Call at 08:30 (Monday – Friday), where our Trading Strategist shares market updates and posts information with the Community. If you are not trading with us yet, what’s stopping you?

*Please note that these trade ideas form part of a larger weekly plan and the value of financial products can increase as well as decrease over time, depending on the value of the underlying securities and market conditions. The risk of loss arising from trading in Contracts for Difference can be substantial. You should carefully consider whether such investments are suitable for you in the light of your circumstances and financial resources.

The post The Daily Trades 24/07/2026 appeared first on Herenya Capital Advisors.

The following is a partial recap of the market analysis shared during today’s morning Discord call.

Today we see what could be the beginnings of a turnaround for gold, as it gives back some of yesterday’s gains, while the platinum groups open flat or in the red. The flat and down openings are also a theme in the broader market, both in the West and on our side of the world. Interestingly, Asia seems to be doing well, with Nikkei 225 (Japan), KOSPI (Korea) and the Hang Seng (Hong Kong) all in the green today. With commodities dropping and retailers taking hits in broad market sell-offs, we recommend keeping a close eye on the interest rate decision scheduled at 15:00 today, as it could determine where our market goes from here.

Software

Softwares took a hit yesterday, following ServiceNow’s (NOW) earnings. It’s worth keeping an eye on the sector in the near future, with the upcoming earnings from Microsoft (MSFT) next Wednesday (29th July), which could act as a short-term catalyst and bring a rotation out of semis and into softwares.

From left to right:  iShares Expanded Tech-Software Sector ETF, ServiceNow (NOW), and Microsoft (MSFT).

Tencent (700)

Tencent sees a bit of green today, even touching 2% growth at one point, before dropping back down to 1%. This could be the cause for some optimism, as we could see it retest the HK$460 and the subsequent HK$480 again. We believe that any further upside would require a proper catalyst, and the most likely candidate is the upcoming earnings on Wednesday, 12th August.

Local Stocks

Blue Label (BLU)

Blue is on our watchlist, as it has managed something of a comeback, finding new lows before breaking swing highs. We see R8.80 as the next level, which could see the stock test R9.0-9.25 again.

South32 (S32)

South32 sees another round of massive growth for a fifth day in a row, though interestingly, it didn’t leave a gap this time. There could be a shorting opportunity if it reaches R55-56, as a drop could see the stock close some or all of the gaps between R45 and R51.

AngloAmerican (AGL)

AngloAmerican released its production numbers earlier, displaying decent numbers overall. But most interestingly, it reported a significant cost cut in copper production, which should help push the company up.

Earnings & Economic Data

The interest rate decision at 15:00 is probably the most interesting item today, as it’s the most impactful and somewhat unpredictable. Yesterday’s CPI figures were quite hot, while the officials have had a rather hawkish tone as of late, which makes it all the harder to predict whether the interest rate goes up or down. Either way, the consumers and retailers will be the first to feel the effects.

After-Market Earnings

Intel (INTC)

Intel is the third-largest microchip designer and manufacturer, whose earnings have previously displayed the ability to move the semiconductor sector.

Newmont (NEM)

Newmont is a major American gold miner. With the price of gold falling, its earnings -particularly its forward-looking statements- should be worth keeping an eye on if you have any interest in gold.

Economic Data

Start your trading journey with us today!

We’re posting on TradingView, we’re posting on our blog… but the real magic happens in our client community where you can get access to our ideas as they develop. So, open your account and join us and start taking advantage of South Africa’s Top Broker for both Active Traders and Traditional Investors. We have a Discord server, with a Daily Morning Call at 08:30 (Monday – Friday), where our Trading Strategist shares market updates and posts information with the Community. If you are not trading with us yet, what’s stopping you?

*Please note that these trade ideas form part of a larger weekly plan and the value of financial products can increase as well as decrease over time, depending on the value of the underlying securities and market conditions. The risk of loss arising from trading in Contracts for Difference can be substantial. You should carefully consider whether such investments are suitable for you in the light of your circumstances and financial resources.

The post The Daily Trades 23/07/2026 appeared first on Herenya Capital Advisors.

The following is a partial recap of the market analysis shared during today’s morning Discord call.

Today’s market is a far more colourful one, as we see an unusual, simultaneous growth in oil and precious metals. The former is in large part due to a new round of trade route disruptions in the Middle East, as the Houtis once again threaten to block the southern entrance to the Red Sea. There’s also movement in both directions, in a variety of sectors and markets, as geopolitics, important earnings and key economic data come together to create a no doubt interesting day at the market, and overall, we expect the rise in gold, PGMs (Platinum Group Metals), and Oil to help push the JSE up today.

Tencent (700)

Hong Kong is down by around 1.5% today, following trade restrictions on A.I. tech between the U.S. and China. Companies like Alibaba (BABA) and Baidu(BIDU) have seen similar drops, while Tencent is down by around 6.6% today. This is strange, as there have been no headlines or catalysts to explain such a sharp drop compared to other Chinese tech giants. This is highly likely to cause a bad day for Naspers (NPN) and Prosus (PRX), and we expect to see a minimum drop of 2%.

Software

Yesterday, we saw the continuation of the inverse correlation between software and semiconductors, as wins in the semis coincided with drops in software again. Adobe (ADBE) and Workday (WDAY) were downgraded to underweight by Morgan Stanley, which could have soured the sentiment on the sector, though individually, they performed relatively well, all things considered. As for today, ServiceNow’s (NOW) earnings should be closely watched, as its performance could go either way and will likely play a pivotal role in the sector’s direction in the near future.

From left to right:  iShares Expanded Tech-Software Sector ETF, Adobe (ADBE), and ServiceNow (NOW).

Local Stocks

Goldminers

Gold sees growth for the fourth day in a row, and with the overnight push. As a result, we speculate that goldminers such as AngloGold (ANG), Harmony (HAR), and Sibanye-Stillwater (SSW) will have a decent day today.

From left to right: Gold, AngloGold Ashanti (ANG), and Harmony Gold (HAR).

Aspen Pharmacare (APN)

Aspen’s report yesterday seemed more positive than negative. But word of supply chain constraints seems to have been enough to cause a 7.3% drop, bringing it to a previous swing-low at R144. We see R142.5 as the level to look out for, as going below it could cause a drop to R140 or lower.

Earnings, Ex-Dividends & Economic Data

Today’s quite stacked on three fronts, and we recommend watching South Africa’s CPI figures closely, as they are likely to impact tomorrow’s interest rate decision.

After-Market Earnings

ServiceNow (NOW)

ServiceNow is an American software company whose earnings could determine whether the software sector drops or goes up in the near future.

Tesla (TSLA)

Tesla is an American EV (electric vehicle) and clean energy company, and one of the so-called ‘Magnificent 7’.

Alphabet (GOOGL)

Alphabet, colloquially known as Google, is a diverse tech company, known primarily for its search engine and YouTube. But the company also deals with A.I., software, cloud storage and more.

Texas Instruments (TXN)

Texas Instruments is a multinational Semiconductor manufacturer, based in the U.S.

International Business Machines (IBM)

IBM is a U.S. multinational tech and tech research company, operating in a variety of fields in the broader tech sector.

Ex-Dividends

The following stocks are set to go Ex-div today.

Economic Data

Start your trading journey with us today!

We’re posting on TradingView, we’re posting on our blog… but the real magic happens in our client community where you can get access to our ideas as they develop. So, open your account and join us and start taking advantage of South Africa’s Top Broker for both Active Traders and Traditional Investors. We have a Discord server, with a Daily Morning Call at 08:30 (Monday – Friday), where our Trading Strategist shares market updates and posts information with the Community. If you are not trading with us yet, what’s stopping you?

*Please note that these trade ideas form part of a larger weekly plan and the value of financial products can increase as well as decrease over time, depending on the value of the underlying securities and market conditions. The risk of loss arising from trading in Contracts for Difference can be substantial. You should carefully consider whether such investments are suitable for you in the light of your circumstances and financial resources.

The post The Daily Trades 22/07/2026 appeared first on Herenya Capital Advisors.

The following is a partial recap of the market analysis shared during today’s morning Discord call.

Today’s market opens with both equities and commodities in the green as rumours of a 10-day ceasefire between the U.S. and Iran hit the street, with delegates travelling in Pakistan. The U.S. market, meanwhile, seems to be slowly moving up again, as the S&P 500 found support at 7480 points yesterday. But overall, yesterday’s session was predictably quiet. Interestingly, the semiconductors started the day up but ended flat by the end of the session, while software started down but made a comeback.

Gold

Gold starts the day with relatively large gains, following two days of sideways movement. This should bode well for gold miners, as the likes of AngloGold (ANG) and Harmony (HAR) are in a prime position to bounce. While today’s gains in the gold market are not enough to change the current trend, it’s likely to help the previously mentioned gold stocks bounce. We could also see flows out of Naspers (NPN) and Prosus (PRX) into the metal space, but especially gold. As a result, we see gold as the main play this morning, with the PGMs (Platinum Group Metals) as a somewhat distant second.

Local Stocks

South32 (S32)

South32 is a standout performer in the diversified miners, with it starting at roughly 6.6% in the green today. We expect it to perform well on our side as well, especially with copper prices in the green.

Valterra (VAL)

Valterra is interesting, as it was upgraded by Berenberg today, with a new target price of £75, while RBC Capital gave it a cut, with a target price of £72. But considering the moves in the commodity market, we expect it to perform well today.

Sasol (SOL)

Sasol released its production update this morning, displaying overall good numbers. If you’re playing with Sasol, we recommend keeping a close eye today, as it could continue going up, or the market could use this as an opportunity to get out.

Aspen Pharmacare (APN)

Canada approved Aspen for a diabetes medication by the name of Semaglutide. The company has been on an upward trend for some time now, making higher lows since around February of this year. We see R160 as the next big level to look out for, as we could test it once again today, and further moves to the upside would be in the cards if Aspen passes that level.

Earnings & Economic Data

Pre-Market Earnings

General Motors (GM)

General Motors is the largest car manufacturer in the U.S., owning famous brands like Chevrolet and Cadillac. The company also has various subsidiaries in other industries like aircraft, chemicals and arms manufacturing.

Economic Data

Start your trading journey with us today!

We’re posting on TradingView, we’re posting on our blog… but the real magic happens in our client community where you can get access to our ideas as they develop. So, open your account and join us and start taking advantage of South Africa’s Top Broker for both Active Traders and Traditional Investors. We have a Discord server, with a Daily Morning Call at 08:30 (Monday – Friday), where our Trading Strategist shares market updates and posts information with the Community. If you are not trading with us yet, what’s stopping you?

*Please note that these trade ideas form part of a larger weekly plan and the value of financial products can increase as well as decrease over time, depending on the value of the underlying securities and market conditions. The risk of loss arising from trading in Contracts for Difference can be substantial. You should carefully consider whether such investments are suitable for you in the light of your circumstances and financial resources.

The post The Daily Trades 21/07/2026 appeared first on Herenya Capital Advisors.

The following is a partial recap of the market analysis shared during today’s morning Discord call.

We start a new week, following a period of consolidation in the U.S. market, which only started to show momentum downwards on Friday. The semiconductors in particular seemed to have played a decisive role, as they dropped significantly and dragged the rest of the market with them. The action in the commodity market seems to be on the same track; however, metals are struggling while oil goes up to $85. and beyond, making the likes of Sasol (SOL) into an increasingly interesting option. But overall, we expect today to be a mostly calm prelude to the upcoming earnings and data releases, which are bound to shake up the local and international markets.

Tencent (700)

Tencent is up 3.25% from Friday’s close, a success shared by the broader Hong Kong market, with Hang Seng up by around 1.75%. It seems to have found a short-term bottom at HK$420, and is currently resting below the critical HK$480 level. It’s significant, as it has shown a tendency to slow down as the stock gets closer to the HK$480, and we expect it to see further movement to the upside if it’s able to close above it. Meanwhile, Naspers (NPN) and Prosus (PRX) are performing similarly to Tencent, with them having found a floor and appearing to be on the rise. The two also have gaps to close, which mark them as a potential investment.

From left to right: Tencent (700), Naspers (NPN), and Prosus (PRX).

Local Stocks

South32 (S32)

South32 had a good performance on its production numbers today, and it has subsequently gone up by over 4%. If it gains any momentum today, it’s likely to reach R48-50.

Mondi (MNP)

Mondi has had 2 up days in a row, finally breaking out as predicted. We believe R180 is very much a possibility.

Sasol (SOL)

With oil prices rising, Sasol is likely to continue seeing gains today. We recommend keeping an eye on this stock, especially as the company’s scheduled to release a production update tomorrow.

Earnings & Economic Data

Today’s relatively quiet in terms of earnings and economic data, with a Japanese holiday being the most noteworthy event. But the rest of the week is bound to be more interesting, with South Africa’s CPI figures coming out on Wednesday, and the likes of Tesla (TSLA) and Intel (INTC) having earnings during the week.

Pre-Market Earnings

AMC Entertainment (AMC)

AMC is the world’s largest movie theatre chain based in the U.S., which seems to have a large short interest at the moment.

Economic Data

Start your trading journey with us today!

We’re posting on TradingView, we’re posting on our blog… but the real magic happens in our client community where you can get access to our ideas as they develop. So, open your account and join us and start taking advantage of South Africa’s Top Broker for both Active Traders and Traditional Investors. We have a Discord server, with a Daily Morning Call at 08:30 (Monday – Friday), where our Trading Strategist shares market updates and posts information with the Community. If you are not trading with us yet, what’s stopping you?

*Please note that these trade ideas form part of a larger weekly plan and the value of financial products can increase as well as decrease over time, depending on the value of the underlying securities and market conditions. The risk of loss arising from trading in Contracts for Difference can be substantial. You should carefully consider whether such investments are suitable for you in the light of your circumstances and financial resources.

The post The Daily Trades 20/07/2026 appeared first on Herenya Capital Advisors.

Herenya’s bullish position on Sasol (SOL) and Workday (WDAY) might raise an eyebrow at first glance. After all, oil has dropped, and A.I. is the new darling of the tech sector. Have we lost the plot, or is there more to the story than meets the eye? We’d like to suggest the latter.

Sasol (SOL)

We have historically been quite bullish on the company. That position was rewarded when the conflict in the Middle East broke out, as Sasol’s stock virtually went through the roof. However, our current interest in Sasol is largely due to the global oil market fundamentals, and not so much the company’s performance.

Since the beginning of the war, over a billion barrels of oil have been “lost” due to disruptions in production, as the oil couldn’t be sent anywhere. This prompted a significant draw from the strategic oil reserves all over the world to fill some of the gaps. As such, the total pent-up demand can roughly be calculated to be as high as 1.5 billion barrels of oil, which will have to hit the market at some point.

This would take a significant amount of time, even if the Strait of Hormuz were to open right now, as tankers can take upwards of 3 months to reach their destinations. In summary, the shortage of oil, the market demand, the logistics of oil transportation, the national demand to refill oil reserves, and the unclear end to the conflict lead us to believe that oil will see a significant bounce that could carry Sasol to the R300 range.

Chart showing historic activity of the U.S. strategic reserve. We can see that the current conflict has caused the heaviest draw in a single instance. The reserves have likely fallen below the levels shown in the chart, as the data is more than a month old.

Nasdaq & Workday (WDAY)

Our interest in software stocks comes from the necessity and convenience of their products. Software companies like Workday and Microsoft (MSFT) will more likely integrate A.I. into their services than allow A.I. to replace them. That makes them fundamentally valuable. Meanwhile, A.I. companies are failing to produce the profit expected of a sector as large as they are, which creates uncertainty in the chip manufacturers and the banks that have invested heavily in the creation and expansion of A.I. infrastructure.

It’s with this understanding that we look at Workday and see its human resources and payroll software as a fundamentally valuable and stable stock. And as we’re seeing a consolidation pattern in the Workday charts, we believe the stock is going to see a trend change in the future, which, with the right risk management, could be a great investment opportunity.

By extension, this also creates an opportunity to short Nasdaq. The latest bout of growth in the index is heavily concentrated in a very few massive A.I. and microchip stocks. Thus, any significant rotation into software or other tech sectors would likely come at their cost, which would send the Nasdaq plummeting.

Left: Workday (WDAY), right: Invesco QQQ Trust, Series 1 (QQQ), an ETF tracking the Nasdaq top-100.

Watch the episode here:

The magic happens in our community!

We’re posting on TradingView, we’re posting on our blog… but the real magic happens in our client community where you can get access to our ideas as they develop. So, open your account and join us and start taking advantage of South Africa’s Top Broker for both Active Traders and Traditional Investors.
If you are not trading with us yet, what is stopping you?

*Please note that these trade ideas form part of a larger weekly plan and the value of financial products can increase as well as decrease over time, depending on the value of the underlying securities and market conditions. The risk of loss arising from trading in Contracts for Difference can be substantial. You should carefully consider whether such investments are suitable for you in the light of your circumstances and financial resources.

The post Trade Of The Week – 14 July 2026 appeared first on Herenya Capital Advisors.

We start the day with further deterioration in the Middle East situation, following another series of U.S. strikes on Iranian coastal targets. This has led to oil rising for a third day in a row, with Brent at $85, already causing significant disruptions and drops in the petroleum supply chain, with China’s oil refinery output dropping to 2020 levels. Yesterday’s CPI report is something of a silver lining, as below-expectations results dampen concerns about a July interest rate hike by the Fed. But the increasing oil prices and the Fed’s hawkish tone could mean that the market might be getting ahead of itself in pricing in a dovish path.

East Asia

We’ve seen a rise in East Asian shares following yesterday’s CPI results and the subsequent trimming of bets on Federal Reserve interest-rate hikes. The Korea Composite Stock Price Index (KOSPI) is back as the top stock benchmark, with Tech and A.I. as the best performers in general. In local terms, Asia trading higher could lead to a firmer opening market, as traders and investors turn their attention to upcoming offshore earnings.

China

China’s economic data from earlier today was a mixed bag. The GDP failed to reach the official target, while retail sales and industrial production surpassed their respective goals. This is likely to prompt a short-term stimulus and other support policies from Beijing.

Local Stocks

Shoprite (SHP)

Shoprite might be interesting to keep an eye on in the long term, as the company’s media and marketing business could lead the grocery giant to a significant rise in revenue this year.

Earnings & Economic Data

Pre-Market Earnings

Morgan Stanley (MS)

Morgan Stanley is a multinational investment bank, based in the U.S. and with historic ties to J.P.Morgan (JPM).

BlackRock (BLK)

BlackRock is the world’s largest asset management and investment company, managing trillions in assets.

After-Market Earnings

Karooooo (KRO)

Karooooo is a dual-listed South African software company, with the ticker KARO on Nasdaq. It’s known for its tracking software, used in the transportation sector.

United Airlines (UAL)

United is a U.S. airliner with domestic and international flights. Its performance today could also be used to gauge the state of the consumer market.

Economic Data

Start your trading journey with us today!

We’re posting on TradingView, we’re posting on our blog… but the real magic happens in our client community where you can get access to our ideas as they develop. So, open your account and join us and start taking advantage of South Africa’s Top Broker for both Active Traders and Traditional Investors. We have a Discord server, with a Daily Morning Call at 08:30 (Monday – Friday), where our Trading Strategist shares market updates and posts information with the Community. If you are not trading with us yet, what’s stopping you?

*Please note that these trade ideas form part of a larger weekly plan and the value of financial products can increase as well as decrease over time, depending on the value of the underlying securities and market conditions. The risk of loss arising from trading in Contracts for Difference can be substantial. You should carefully consider whether such investments are suitable for you in the light of your circumstances and financial resources.

The post The Daily Trades 15/07/2026 appeared first on Herenya Capital Advisors.

We open the day to a slightly weaker Rand, but a greener overall market than yesterday, particularly in the commodity sector. Oil is up, with West Texas Intermediate at $80, and Brent Crude at $85, as tensions in the Middle East continue to rise, following a U.S. blockade of Hormuz. This puts fear of inflation and the subsequent counter-response of interest rate hikes back on the menu. On the South African front, the market seems mainly interested in local energy stocks, with very little interest in anything else. As such, we expect the JSE to have a quiet opening today, and the U.S. market to start on the back foot.

Metal Space

The commodity market opens in the green today, with the metal space more or less going up, or remaining in place from where we left off yesterday. Precious metals in particular are holding onto key support levels, such as $4000/oz for gold, suggesting that miners will open flat today. But it’s important to note that the weakness in spot metal prices could end up hurting the stocks.

From left to right: Gold, platinum, and palladium.

Earnings & Economic Data

Banking is the theme of today’s earnings, as several heavy hitters in the global banking sector will have their earnings today. Otherwise, the U.S. CPI report is the main release of the day. The rest of the week will also be eventful, with important data from China scheduled for release tomorrow, which could potentially impact the global market.

Pre-Market Earnings

J.P. Morgan (JPM)

J.P. Morgan Chase is a U.S.-based multinational bank. It’s the world’s largest bank by market capitalisation.

Citigroup (C)

Citigroup is an American multinational investment bank.

Goldman Sachs (GS)

Goldman Sachs is another multinational investment bank based in the U.S., with over a century of operations.

Bank Of America (BAC)

Bank of America is an American multinational bank and the second largest in the world after J.P. Morgan.

Ericsson (ERIC)

Ericsson is a Swedish telecommunications company known for inventing Bluetooth and for being an industry leader in 5G technology.

Economic Data

Start your trading journey with us today!

We’re posting on TradingView, we’re posting on our blog… but the real magic happens in our client community where you can get access to our ideas as they develop. So, open your account and join us and start taking advantage of South Africa’s Top Broker for both Active Traders and Traditional Investors. We have a Discord server, with a Daily Morning Call at 08:30 (Monday – Friday), where our Trading Strategist shares market updates and posts information with the Community. If you are not trading with us yet, what’s stopping you?

*Please note that these trade ideas form part of a larger weekly plan and the value of financial products can increase as well as decrease over time, depending on the value of the underlying securities and market conditions. The risk of loss arising from trading in Contracts for Difference can be substantial. You should carefully consider whether such investments are suitable for you in the light of your circumstances and financial resources.

The post The Daily Trades 14/70/2026 appeared first on Herenya Capital Advisors.