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Pairs Trade Idea: Long Telkom / Short Vodacom – UnumCapital
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Pairs Trade Idea: Long Telkom / Short Vodacom

Pairs Trade Idea: Long Telkom / Short Vodacom

Dear Trader

Within the telecommunications sector, my technical scan has identified a pair which has the potential to mean revert. Telkom, which has been sold off significantly could be paired versus Vodacom which lack the diversity of geographical earnings (vs MTN) and faces a tough local economy . . .


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Lester Davids

Lester joined Unum Capital in July 2016 and is a Trading Desk Analyst focusing on local (JSE) and global multi-asset class technical strategy and research which includes idea generation.

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