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DUCAT Insights
Morning Brief
Thursday, 23 July 2026
DUCAT Portfolios
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Market Snapshot
Index Close Change %
S&P 500 7,499 -10 -0.1%
Nasdaq 25,691 -146 -0.6%
MSCI EM 65 -0 -0.5%
Nikkei 225 66,423 +417 +0.6%
Hang Seng 25,212 +319 +1.3%
Shanghai Comp 3,878 +16 +0.4%
USD/ZAR 16.40 -0.01 -0.1%
EUR/ZAR 18.74 +0.01 +0.1%
GBP/ZAR 21.94 -0.00 -0.0%
Gold ($/oz) 4,125 -3 -0.1%
Brent ($/bbl) 96.62 +0.33 +0.3%
Platinum ($/oz) 1,655 -8 -0.5%
Overnight
The S&P 500 and Nasdaq edged lower by -0.14% and -0.57%, respectively, while MSCI EM dipped slightly at -0.52%. In South Africa, the JSE Top 40 gained +0.84%, with Anglo Gold (ANG) contributing positively amid SA CPI overshooting and SARB rate hike expectations.
Your Portfolios
Sourced at 08:45
Ticker Company Mentions Score
ANG AngloGold Ashanti 6 6
PRX Prosus 6 6
AGL Anglo American 4 4
NPN Naspers 4 4
SOL Sasol 4 4
What to Watch
• AGL: Anglo American’s Q2 production report highlights a call for a +3% increase; copper cost guidance cut in Chile and Peru suggests improved margins.
• KIO: Broker A notes today’s focus on the company’s production updates alongside SARB’s rate decision, critical for understanding macroeconomic impacts on mining stocks.
• SBK: Broker B Local’s analysis of SA big 4 banks’ CIB earnings growth indicates ABG and SBK are best positioned in this sector.
Broker Calls
Broker B Local: “Anglo American 2Q production: call +3%, copper cost guidance cut for Chile and Peru”
AGL
Broker B Local: “Broker B deep dive: SA big 4 banks CIB earnings growth — SBK and ABG best placed”
ABG, SBK, NED
Broker C: “Anglo American production report: Teck merger on track, copper costs improve”
AGL
Broker D: “JSE Top 40 +0.84% led by gold miners; SA CPI overshoots cementing SARB hike bets”
ANG, PRX, VAL
Broker A: “SA diary: SARB rate decision, AGL & KIO production updates, DTC AGM today”
KIO, AGL
Today’s Calendar
Economic calendar coming soon.
Generated: 2026-07-23 09:00 SAST
DUCAT Insights — Morning Brief | Manage subscriptions
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