Insights
Quarterly Best Ideas
Join Nic and Chantal as they cover 5 local, and 5 international best idea stock picks for 2026.
09 February 2026
Insights
Quarterly Best Ideas
Join Nic and Chantal as they cover 5 local, and 5 international best idea stock picks for 2026.
09 February 2026
Equity Insights
SPM Best Ideas - Local Large-Cap - November 2025
A look at our best ideas in the local large-cap space from our FNB investment research team.
18 November 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 - Offshore - August 2025
A look at our best offshore investment ideas from our FNB investment research team.
21 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
Hermes was founded in 1837 by Thierry Hermes as a Parisian harness workshop, quickly gaining acclaim for its craftsmanship, particularly its signature saddle stitch. Under the guidance of his descendants, notably his grandson Emile-Maurice Hermes, the company evolved from saddlery to luxury goods. Recognising the rise of the automobile as both a challenge (to the harness business) and opportunity, Emile-Maurice expanded the product set into leather goods, luggage, and accessories. He also introduced the zip to France and adopted the now-iconic horse-drawn carriage logo.
31 July 2025
Insights
Quarterly Best Ideas
Join Nic and Chantal as they cover 5 local, and 5 international best idea stock picks for 2026.
09 February 2026
Equity Insights
SPM Best Ideas - Local Large-Cap - November 2025
A look at our best ideas in the local large-cap space from our FNB investment research team.
18 November 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 - Offshore - August 2025
A look at our best offshore investment ideas from our FNB investment research team.
21 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
Hermes was founded in 1837 by Thierry Hermes as a Parisian harness workshop, quickly gaining acclaim for its craftsmanship, particularly its signature saddle stitch. Under the guidance of his descendants, notably his grandson Emile-Maurice Hermes, the company evolved from saddlery to luxury goods. Recognising the rise of the automobile as both a challenge (to the harness business) and opportunity, Emile-Maurice expanded the product set into leather goods, luggage, and accessories. He also introduced the zip to France and adopted the now-iconic horse-drawn carriage logo.
31 July 2025
Disclaimer
This Publication note is issued by FNB for the information of clients only and should not be produced in whole or part without prior permission. Although FNB is an Authorised Financial Services Provider, any opinions and/or analysis contained in this Publication are for informational purposes only and should not be considered advice, including but not limited to financial, legal or tax advice, or a recommendation to invest in any security or to adopt any investment strategy. The information contained herein has been obtained from sources/persons which we believe to be reliable. Still, it is not guaranteed for correctness, completeness or otherwise. We do not assume liability for loss arising from errors in the information or that may be suffered from using or relying on the information contained herein, irrespective of whether there has been any negligence by us, our affiliates or any other employees of ours, and whether such losses are direct or consequential. As market and economic conditions are subject to rapid change, any comments, opinions and analyses are rendered as of the date of publishing and may change without notice. Such changes may have a material impact on the outcome of any investment. Securities involve a degree of risk and are volatile instruments. Past performance is not indicative of future performance. Securities or financial instruments mentioned in the Publication note may not be suitable for all investors, and FNB bears no responsibility whatsoever arising from or as a consequence thereof. The material is not intended as a complete analysis of every material fact regarding any share, instrument, sector, region, market, country, investment or strategy. The recipient of this Publication must make their own investment decision and is advised to contact their relationship manager for a personal financial analysis before making any investment decisions. Copyright 2023.
