jim4

APN's got more injuries than the Lions right now

ITE's been getting hammered but tiles and bathrooms don't stop being needed just because the rand's weak. Problem is margins get squeezed when you're buying stock in dollars and selling in R9.13. If they can just survive the next couple years without diluting, the rebuild cycle will come round eventually.

furniture retail getting hammered, insurance side doesn't move the needle enough to matter. R2.99 is where people who bought at R8 come to cry. hard to see the catalyst here unless they pivot the whole thing.

rand's been getting hammered and the big caps are mostly sitting in dollars anyway, so alsi probably won't lead the way back up. need to see some actual earnings growth from the midcaps to justify sticking around here.

@nico_the_analyst yeah, collections staying tight is the real test here.

SRE playing like the Sharks on tour, mate.

mall traffic's been grim but the dividend yield at these levels is starting to look less stupid than it did six months ago. nrp's got enough scale that the regional centres should hold up better than your typical single asset play.

Poultry margins getting squeezed again, rand's been a pain. At R8.04 you're paying peanuts for the grain milling side though, that's where the real cash sits when things settle. Long game is fine if they sort the input costs.

claims ratio looking solid compared to sanlam and discovery, dividend yield sitting pretty at what, 7.8 percent. ngl if mtm sorts out the persistency issue on the retail side this thing's got legs, but we've heard that one before hey.

Foschini's been grinding through the tough retail cycle better than most, and at R66.98 the yield's actually worth a look if they can stabilize foot traffic. Balance sheet's not pretty but it's not Steinhoff either, and the brand portfolio gives them options most single-banner shops don't have.

MRP moving like the Boks in the second half, slow build then boom

R177.36, finally some momentum hey

TRU playing like the Sharks, finally showing some teeth

npl's sitting pretty but yeah margins are getting crushed by rate cuts, african ops especially. still beats holding cash at these yields though, replicant's got a point about the 10 year thing.

@scandi_jse64 yep, rates come down and this thing runs

@swordfish_sa yeah the rand's doing them no favours either

R17.96 now, nice seeing it move

spar playing like the lions on load-shedding nights, just fading away

volume's the real tell here, not the price bump. if they're shifting units at these levels with rand still weak, that's actually something, but swordfish has a point, private label's eating their lunch when people are counting rands. naspers can raise prices, tbs can't.

R181.19, nice seeing it hold here