@k_maphosa
Keeping it real on the JSE.
China capex still weak, but margins holding up better than expected. Equipment makers usually get hit hard when that happens, so question is whether this is just cycle timing or actual demand shift. 340 is fair if guidance doesn't disappoint next quarter.
878 holding. construction side worry me though
who's buying 2 cents worth of chips at open. obvious.
12.90 again. Weak hands selling?
load-shedding will kill the margins before feed prices drop
grain milling margins got smashed last year and poultry's still fighting input costs. 8.29 is cheap on earnings but show me the turnaround first, not just hoping feed prices drop.
R55.00, down again. Eish.
Down 1.39% on what news exactly?
Run baby run!
cloud growth not matching hyperscalers, eish
NPN sitting at R786.70 and the tech selloff globally is brutal. Anyone else nervous about the Tencent exposure dragging this down, or reckon the dividend yield is worth holding through the volatility?
government contracts are maybe 60% of revenue now, commercial side still struggling to scale. at 174.04 the valuation assumes they nail the ai angle but where's the proof in the numbers? Palantir needs to show actual margin expansion, not just topline growth.
steel prices still soft and acl's margin getting squeezed. at 1.54 the dividend doesn't cover much if volumes stay weak. global am doing better so hard to see why local ops warrant much premium, unless there's a turnaround in construction spend coming. patience on this one.
data center margins still the real question. nvidia's gross profit is what, 75%+, and amd sitting mid-60s on epyc. if they can't close that gap the upside at 514 gets capped pretty quick.
CHP at R1.10 is trading at distressed levels after years of margin compression in the regional retail space. The group's inability to turn around its store footprint or find a credible strategic partner leaves the dividend yield looking like a value trap rather than an opportunit
ACL sitting at 1.54 feels divorced from what's happening in global steel. Chinese mills getting hammered, premiums collapsing, but local demand from construction and auto is still there. Question is whether SA operations can stay profitable if export markets stay weak. Anyone checked the latest quarterly numbers on margin compression?
P&W still bleeding cash on those engine contracts. Supply chain sorted but margins are nowhere near pre-covid levels. At 222.97 the market's pricing in a recovery that might not come fast enough. Defense side is solid though, if you can stomach the wait.
GRT yield is sitting around 7.5% at 17.31 but the real question is whether those distributions are actually sustainable or just burning capital. Office exposure is a dead weight everywhere, even if they say it's only 15% of the book. Need to see actual like-for-like rent growth before getting excited.
NPH sitting at 260.71 but PGM prices have been weak for months. Margins are getting squeezed and they're still carrying heavy capex from Eland. You buying this as a long term bet on platinum recovery or just hoping for a bounce?
@mumu_data subscriber growth fine but where's the actual revenue growth. margins look squeezed to me