Letters by company
Impala Platinum Holdings Ltd PK
4 letters discussing IMPUY. Everything written about it on this site is on its ticker page.
- Fairtree Asset Management Fairtree SA Equity Prescient Fund Q2 2026 commentary Fairtree SA Equity Prescient Fund added to Gold Fields, Impala, Sasol, Northam and AngloGold after weakness, maintaining its long-term precious-metals thesis. It expects softer, steadier oil prices to improve South Africa’s inflation outlook and support financial conditions, while retaining liquidity for volatile markets. Q2 2026 AU $47BGFI $33BIMPUY $9.7B
- Fairtree Asset Management Fairtree Global Emerging Markets Fund Q2 2026 Commentary The Fairtree Global Emerging Markets Fund added to Samsung and SK Hynix, increased Tencent and Kiwoom Securities, and opened positions in Kia, Chenbro Micom and OTP Bank while trimming TSMC to meet its position limit. It argues that concentrated momentum leadership in semiconductor stocks penalised its valuation-disciplined tilt, leaving opportunities where holdings have derated faster than business fundamentals. Q2 2026 453950 SKHY $1TSSNLF $1350T
- Fairtree Asset Management Fairtree Global Equity Fund Q2 2026 commentary Fairtree Global Equity Fund added to Booking Holdings, Meta and TSMC, opened positions in Shibaura Mechatronics, Charles Schwab, Robinhood, LVMH, Sasol and Gold Fields, and exited several lower-conviction holdings. The portfolio favours technology over cyclical shares while retaining valuation discipline amid a momentum-led semiconductor rally. Q2 2026 —
- Fairtree Asset Management Fairtree Global Emerging Markets Fund Q1 2026 Commentary The Fairtree Global Emerging Markets Fund added to TSMC, Samsung, Tencent, Kaspi, Impala and Naspers after valuation-led weakness, and initiated Prosus and oil-linked Sasol. It exited Valterra, Bidvest and Mr Price, while retaining overweights in Kazakhstan and South Africa and underweights in expensive China, India, South Korea and Taiwan. Q1 2026 453950
