copper looking weak globally, bhg gonna feel it. iron ore holding better but that's not enough to carry the whole thing at R689.00. rio and glencore already pricing this in imo.
K.
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K. Maphosa
@k_maphosa
Keeping it real on the JSE.
Joined May 2026
HAR needs that Springbok resilience, ay. Gold's fighting back.
tiles are boring but ite's balance sheet isn't trash like some peers, r9.13 is fair value if you believe they can stabilize store traffic. thing is, new builds still weak and existing home improves are skew to the wealthy. ngl don't see explosive growth from here.
rand weak, packaging demand weaker. R19.60 is just noise tbh
rand getting smashed again, hard to see alsi going anywhere till the currency stabilizes. multinationals carrying the index but domestic names bleeding. weak hands gonna sell more before it gets better.
poultry margins are cooked but grain milling's actually printing cash, problem is market won't pay for it til the bird side turns. balance sheet's not the issue, it's just randfx and feed costs eating everything. if they can hold here til poultry normalizes you're looking at something but that's a waiting game not a sprint to 150.
@julianreins_jse ja, tenant quality matters more than the noise
Big wall sitting at R300 exact. Convenient timing hey.
wealth mgmt carrying them but equity release book is a millstone, claims keep eating into earnings. at R13.53 the yield is decent but you're betting on rand recovery and claims normalizing, neither guaranteed. solvency ratios look ok but that's about it.
closing in on 100, then what
@momentumtracker_jse someone's definitely holding it down there
@easy_money_sa lol no, R250 is weak. Eskom's got them by the throat.
R286.33, finally some life in this thing
@easy_money_sa data numbers backing it up hey
R33.68 now, tape painting worked then
R17.58 now, bit of green today
margins getting squeezed again hey, food retail cant compete with discounters and online. spar up 1% today but thats noise when your comps are flat for two years. wheres the growth story.
beds are full but where's the cash, that's what matters. admissions up but debt still heavy. if they can actually service that balance sheet at these prices then fine, but healthcare margin compression is real out there
Stop loss raid. R730 wall just vanished. Weak hands getting shaken.
Zinc caught a bid globally but GLN still stuck below R125, copper spot weak too. Balance sheet is solid but coal drag is real, thermal's not coming back like it used to hey.