Insights
Quarterly Best Ideas
Join Nic and Chantal as they cover the new quarterly ideas including Datatec, Pepkor, Saleforce and Nexera Energy.
02 December 2025
Insights
Quarterly Best Ideas
Join Nic and Chantal as they cover the new quarterly ideas including Datatec, Pepkor, Saleforce and Nexera Energy.
02 December 2025
Equity Insights
Birkenstock - More than a sandal
Birkenstock's evolution is a rare example of how authentic functionality can become high fashion. Founded in 1774 by Johann Adam Birkenstock, a cobbler committed to foot health, the brand has remained rooted in orthopaedic expertise for more than a century. The breakthrough for the product came in 1896, when Konrad Birkenstock developed the contoured "Fussbett" footbed, an innovation designed to mirror the foot's natural shape and support its anatomical needs. For decades, Birkenstock's reputation was built on podiatric function, comfort, and durability, serving a loyal but largely niche audience far removed from the fashion mainstream.
01 October 2025
Equity Insights
SPM Best Ideas - Midcaps - August 2025
A look at our best ideas in the local mid/small cap space from our FNB investment research team.
20 August 2025
Equity Insights
Listed Property insights: Spear REIT (SEA) - The Western Cape property specialist
08 August 2025
Equity Insights
Hermes International - The enduring alchemy of exclusivity, craftsmanship, and cultivated desire
31 July 2025
Equity Insights
Galderma - (Ceta)fill your boots?
Galderma is a Swiss-based company solely dedicated to skincare. The company's focus areas are injectable aesthetics, dermatological skincare and therapeutic dermatology. Galderma was founded as a joint venture between L'Oréal and Nestlé in 1981 and acquired by EQT Private Equity, a consortium of private institutional investors, from Nestlé in 2019 who then had sole ownership of the company. Galderma listed via an IPO in 2024.
17 July 2025
Equity Insights
Capitec - Banking on the future
Capitec is South Africa's fastest growing retail bank. It provides accessible and affordable banking facilities to clients via its innovative use of technology in a way that is convenient and personalised. The bank's target market has expanded over the years, with middle- and high-income individuals also wanting to take advantage of its competitive fees and deposit rates, and the bank entering other business areas as well. Capitec has a flexible banking platform, making expansion into other banking areas relatively easy.
27 May 2025
Insights
Quarterly Best Ideas
Join Nic and Chantal as they cover the new quarterly ideas including Datatec, Pepkor, Saleforce and Nexera Energy.
02 December 2025
Equity Insights
Birkenstock - More than a sandal
Birkenstock's evolution is a rare example of how authentic functionality can become high fashion. Founded in 1774 by Johann Adam Birkenstock, a cobbler committed to foot health, the brand has remained rooted in orthopaedic expertise for more than a century. The breakthrough for the product came in 1896, when Konrad Birkenstock developed the contoured "Fussbett" footbed, an innovation designed to mirror the foot's natural shape and support its anatomical needs. For decades, Birkenstock's reputation was built on podiatric function, comfort, and durability, serving a loyal but largely niche audience far removed from the fashion mainstream.
01 October 2025
Equity Insights
SPM Best Ideas - Midcaps - August 2025
A look at our best ideas in the local mid/small cap space from our FNB investment research team.
20 August 2025
Equity Insights
Listed Property insights: Spear REIT (SEA) - The Western Cape property specialist
08 August 2025
Equity Insights
Hermes International - The enduring alchemy of exclusivity, craftsmanship, and cultivated desire
31 July 2025
Equity Insights
Galderma - (Ceta)fill your boots?
Galderma is a Swiss-based company solely dedicated to skincare. The company's focus areas are injectable aesthetics, dermatological skincare and therapeutic dermatology. Galderma was founded as a joint venture between L'Oréal and Nestlé in 1981 and acquired by EQT Private Equity, a consortium of private institutional investors, from Nestlé in 2019 who then had sole ownership of the company. Galderma listed via an IPO in 2024.
17 July 2025
Equity Insights
Capitec - Banking on the future
Capitec is South Africa's fastest growing retail bank. It provides accessible and affordable banking facilities to clients via its innovative use of technology in a way that is convenient and personalised. The bank's target market has expanded over the years, with middle- and high-income individuals also wanting to take advantage of its competitive fees and deposit rates, and the bank entering other business areas as well. Capitec has a flexible banking platform, making expansion into other banking areas relatively easy.
27 May 2025
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