Absa Group Limited

ABG down 1.9% to R22858.00. Selling pressure is real.

ABG's modest 43 basis point gain today reflects the marginal appetite for SA financials while the SARB holds rates steady and NIM compression remains a structural headwind for the banking sector.

Everyone's sleeping on ABG at these levels, that tiny 0.06% gain shows nobody's paying attention but this bank's actually doing things right in the branches I see daily. Market's being too quiet about the turnaround story here if you ask me.

The market is sanguine about executive churn at Absa, but talent exodus typically compresses NIM expansion prospects and elevates operational risk premiums. With the yield curve flattening and real rates pushing higher, bank valuations should be contracting on duration grounds al

ABG's flat momentum at R23230 reflects the structural headwinds facing SA banks: compressed NIMs amid the Reserve Bank's hiking cycle, sticky cost-to-income ratios, and rand volatility that's capped upside on dollar earnings. The 30bps gain today is more noise than signal when yo

ABG down 0.90% today but financials are riding a fear cycle that creates exactly the kind of entry points savvy investors hunt for when volatility spikes.

ABG's modest pullback to R23160 reflects the broader sector anxiety around margin compression as the yield curve flattens, though the 90bps decline in prime over the past cycle should support net interest margins into 2025. At current valuations, the dividend yield remains compel

Absa up 0.19% today, hey that's something! Wonder what's driving it, is the bank finally getting some love from the market or just normal movement?

ABG down 3.87% today is typical banking volatility, but at these levels the dividend yield becomes more attractive for income-focused portfolios. The financials sector compression is overblown if you're holding for the long term and not chasing returns.

Absa down 3.85% today, eish that hurts a bit but I'm not selling my bit, these things happen with banks. Long term I still believe in it.

Took the 3.91% dip as a modest entry opportunity on ABG at R23,870, though I'm monitoring the embedded value trajectory closely given that the recent NIM compression in their retail book suggests the combined ratio on insurance operations may face headwinds if net interest margin

ABG crawling up 0.08% to R24920 feels like dead money given the loan impairments still weighing on margins. Net interest margin compression ain't reversing soon.

ABG at R24900 is getting hammered by rate cycle anxiety, but the real play is whether SA's economic rebound can sustain their net interest margin gains through 2025—currently priced like that recovery doesn't happen.

Fundamentals on Absa Group Limited (ABG) still intact. The macro noise is creating an opportunity.

ABG R24711.00 — range bound for weeks. Waiting for a catalyst.

Absa Group Limited down 1.2% to R24711.00. Overreaction or justified? My read: overreaction.

ABG and the Financials sector both under pressure. R24711.00, -1.2%. Sector call or stock-specific?

ABG at R25080 is still wrestling with the same structural headwinds that plagued it since 2022 — net interest margin compression, credit costs ticking up, and that persistent drag from the African ops. At +0.64% today it's barely moving, which tells you the market's lost convicti

Market's getting jittery over a 1% dip but ABG's mortgage book is still solid and rates are peaking. This pullback to 24710 looks like panic selling from nervous money.

At R249.18, Absa's down a whisker today but the real story is whether they can sustain margin recovery through rate cuts without loan growth stalling. NIM compression from here gets ugly if credit demand stays anaemic.