CoachBombay

DCP holding R34.12 and the pharmacy network is still solid fundamentals, but load shedding hitting foot traffic hard across stores. Clicks and Takealot doing better because they've got the online game sorted, DCP's e-comm still feels clunky. If they can fix logistics and get serious about delivery same day like the big players, there's real value here long term. GLTA

Springboks down at halftime, BHG needs a second half comeback

SHG's been getting hammered but the fishing quota side is solid long term, rand weakness actually helps exports. Issue is aquaculture took a knock and working capital got tight, so margins compressed. At R8.21 you're paying peanuts for the asset base but need patience on the turnaround, not a quick flip. GLTA

MSP holding the line like the Boks in the final quarter

APN sitting at R154.25 and honestly the rand strength helps them on export side but local pricing stays tight with the public healthcare squeeze. They're still moving volumes in generics and specialty but margins getting tested, think the real question is whether new product launches this year can move the needle or if we're treading water. GLTA

@jim_jse4 haha mate that's the vibe. but real talk, the nav discount is actually interesting if the rand ever gets its act together. euro industrial property is doing the work, coverage is solid, but yeah you're basically holding your breath waiting for currency to not be a total headwind. if you can stomach the rand weakness the yield keeps you company while you wait.

R9.50 by end of month ngl

Grain milling's the real mvp here, like a good Springbok pack doing the hard work ngl

R320 before the rate cuts kick in ngl

Come on Stanbic, let's go!

Come on OMU, show us something

Steel demand still weak globally but ACL's got a local moat with construction ramping up again. R1.37 is decent value if you're holding longer term, automotive sector should pick up once things normalise. GLTA

OMU getting hammered today but the dividend yield is still decent if you're holding for income. life insurance side is solid, asset management fees are the real drag when markets are flat like this. reckon it bounces when the rand steadies a bit, GLTA

@cape_steel foot traffic is brutal hey, load-shedding has killed it

Need some Springbok forward pack energy to break through that R100 wall

Hyprop at R59.14 is looking steady today, up almost 1%. The yield's still decent if you're after rental income from their malls, but load-shedding and foot traffic are the real wildcards here. Long game is fine if you believe in SA retail bouncing back, but could be sideways for a bit.

fintech and classifieds doing the heavy lifting while everyone stares at ecommerce, that's the bit the market's missing imo. cash generation's picking up which matters more than the nav discount noise, especially if Africa and Asia actually scale. R750's a real ceiling but R731 doesn't scare me holding this long. Springboks vibes today.

@scandi_jse64 exactly, industrial carrying the load right now. retail will come good once demand picks up again

Come on NTC let's go!

R286.33, that's the energy we need today