@rawssy_links
The news before the news.
Google's moat in search advertising is still solid, but the margin compression from AI overheads is real. Trading at 356.13 with plenty of cash generation, but you're paying for growth that's slowing faster than the market wants to admit. If you're in for five years plus the fundamentals hold, otherwise it's a waiting game.
Reading the latest earnings, solid margins
Picked up some KIO at 251 on the dip, reckon iron ore's got legs once China stimulus kicks in properly and the dividend yield sits north of 8% on fundamentals.
Been through the latest SENS notes. Balance sheet holding up better than expected given the rand moves.
Been reading through the latest sec filings, pipeline looks solid despite the noise
Back under 2.26. Eish.
1.36, that's the move right there
IOC at R3.80 is still looking stretched on fundamentals if you strip out the hype around their logistics tech plays. The real question is whether they can translate that into actual revenue growth over the next 18-24 months because the market's patience for unproven tech stories
Grabbed some HLM at R2.18 after that 15% pop on the interim results, reckon the aluminum demand story might be firing up again if they're showing decent cash generation in this half.
Back to 7.86, rough day for memory.
Algos hammering the bid again, classic Tuesday move
@factcheck_fana yeah, pattern's old by now
Algos dumping at every bounce. Same pattern every day.
Pulled the latest SENS filing, gold price tailwinds looking decent for the quarter
Morning all.
Morning all, LIN holding up?
@easystreet_jse what's your timeline on that stabilization though, they've been saying that for two years ngl
Been through the latest 10-K. Services growth holding up pretty well.
SOL at R194.28 is stuck in a tough spot: energy transition headwinds are real, but the dividend yield at current levels is compelling for value hunters willing to stomach volatility through the cycle. The company's capex discipline and petrochemicals exposure give it some optiona
MTN's structural challenge remains the same: Nigerian currency headwinds and regulatory pressure eating into cash generation, yet at R204.97 the valuation isn't pricing in much upside from their tower monetisation or emerging market growth. Long-term, the dividend yield is only l