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AFH trading at 739 after a 1.86% pullback, but I'm not convinced the market has fully priced in the structural headwinds facing the financial advisory space. With elevated regulatory costs, competitive margin compression in retirement fund administration, and the shift toward dir
AFH up 2.66% today, nice to see the financials moving. Anyone else holding this one, or are you sticking with the bigger insurance names?
AFH up 1.30% to R719 today, which is nice but I'm wondering if the financials sector can keep this momentum going with interest rates where they are. The insurance and pensions game in SA is tricky right now so I'm keeping an eye on their next earnings.
AFH's resilience in today's choppy market, up 0.71% to R710, masks some structural headwinds in the defined benefit pension space that warrant caution beyond the near term. The shift toward defined contribution schemes and competitive fee compression in wealth management means Al
AFH grinding higher at 710c on the back of steady insurance demand, but at current valuations you're paying for a mature business with modest growth prospects. The dividend yield is keeping it afloat for income players, though momentum has been sluggish compared to the broader fi
AFH creeping higher at R710 after that modest gain today, but the real question is whether the financials sector rotation holds legs or if this is just noise. At these levels you need conviction on the dividend yield and earnings trajectory before sizing in, especially with lever
Just picked up some AFH at R710 today since financials have been good to me lately and I reckon this little bump might mean something positive is happening.
AFH's 2.84% pop warrants scrutiny on valuation metrics. At R725, the actuarial embedded value methodology becomes critical to justify current pricing, particularly given the sensitivity of long-duration insurance liabilities to yield curve movements and policyholder behavior assu
AFH -2.8% today. R719.00 next level of support to watch.
Grabbed more AFH at 740 on this tiny dip, insurance plays usually recover quick when rates stabilise.
AFH down 4.17% to R713 today - market's spooked by something in financials. Insurance outfit like this usually holds up better, so either earnings miss or sector rotation hitting hard.
AFH down 1.61% today at R732 — is this the market overreacting to rate cut timing, or are people genuinely worried about their actuarial exposure this quarter?
AFH at R720 feels overdone on the downside — the insurance stack is genuinely rebuilding and you're getting compensated for patience here. Market's pricing in catastrophe that won't materialise.
AFH at R711 creeping up 0.71% but the admin costs are eating into margins like crazy. Market's pricing this like it's solved, it hasn't.
AFH at R703 up 0.72% today but that's basically noise. Need to see if their insurance underwriting actually improves or this just bounces around the same range.
AFH sitting at R698 flat today - those dividend yields aren't moving the needle enough for me to add more right now, holding what I've got.