Sector
Industrials
Manufacturing, logistics, and engineering companies on the JSE. This broad sector spans heavy industry, construction materials, freight, and diversified holdings that form the backbone of South Africa's economy.
Stocks in this Sector
Top Posts Today
Thuli N.
@thuli_dd ·
Picked up more BVT at 248 after the recent pullback. The logistics and services exposure still makes sense for inflation hedging, and that dividend yield is keeping me honest on the holding period.
julianreins
@julianreins_jse ·
BVT holding above 248 is respectable given the macro headwinds, but the real question is whether management can unlock margin expansion in the services division without sacrificing volume. Revenue growth means nothing if you're competing on price alone.
Pete van W.
@pedant_pete ·
SNV at R8.10 is trading at a pretty lean valuation for a logistics player with decent cash generation, but the revenue growth has been patchy over the past couple of years and that's what's keeping a lid on re-rating. Dividend yield is respectable if they maintain the payout, yet