to join the discussion
att pulling back from the highs but retail property is still broken, can't see the recovery story unless tenant quality improves and vacancies stop being garbage. the yield looks ok at these levels if you believe load-shedding doesn't kill foot traffic even more. big dogs don't cook they eat, and right now shoppers are eating takeout at home instead.
retail reit space is tough right now with load shedding killing foot traffic but att's got decent property assets. problem is the yield isn't compelling at r17.73 versus the debt load, so unless we see some anchor tenant wins or better occupancy rates in the next results, it's just going to drift. let's get a contract, once the deals start then it will run, simple as that.
ATT sitting at R17.73 after that dividend cut really hurt sentiment, but retail space isn't going anywhere. The portfolio's actually solid if you strip out the noise, tenants are paying rent, yields still look ok vs bonds. Just need load shedding to chill out and foot traffic to come back, then this reprices higher.
Eish, ATT at R17.73 is looking thin. Retail rents collapsing and load-shedding killing foot traffic means these shopping centres are cooked for a while. Unless they're sitting on properly located assets that can survive a few years of pain, the dividend looks risky. Might be a value trap tbh.
ATT down 0.59% today while the broader property sector catches a breather, but this one's still trading at a reasonable discount to Realty Income equivalents on yield. The distribution hold looks safer than most SA retail plays given their mixed-use portfolio, though you're payin
ATT taking a breather today but honestly at these valuations with that dividend yield holding strong, this is the kind of dip that gets my attention for long-term holders. The telco fundamentals across Africa are still solid with data consumption climbing, and operators like Altamont are positioned well to benefit from that secular growth story.
AT&T's 2% pullback today is probably just market noise, but worth watching their latest ARPU trends and whether that dividend yield is holding above 7% given the macro headwinds. The real story for me is their spectrum utilization efficiency in 5G buildout and whether infrastructure capex is translating to meaningful data revenue growth per subscriber.
ATT's 2% pullback is a gift for income investors if the yield hasn't compressed below 8.5%. The dividend cover remains solid at current earnings, so unless there's a specific operational headwind, this looks like rotation noise rather than fundamental deterioration. I'm watching the next quarterly results to confirm the payout ratio holds, but dips like these are exactly when quality dividend stoc
ATT's trading at R1651 this morning, down 0.84%, but what's interesting is how it's positioned against Hyprop and Stor-Age in the current cycle. While Hyprop's nursing those Johannesburg office headwinds, Attacq's diversified portfolio across industrial, retail and office gives i
Attacq's modest uptick to R1656 reflects the broader property sector's cautious optimism, though we're still well below the pre-pandemic valuations from 2019. The real estate recovery remains glacially slow compared to '08 when we saw sharper V-shaped bounces, and I'm waiting to
Attacq's valuation metrics sit markedly tighter than Growthpoint at current levels, with ATT trading closer to NAV while GPS has maintained a wider discount that arguably reflects market concerns over retail exposure. The +1.27% move today suggests some buying interest, though bo
Attacq Limited (ATT) in the portfolio for 3 years. The thesis hasn't changed.
ATT's trading at R1664 today with that modest 1.40% bump, but what interests me is how it's positioning relative to Growthpoint and Redefine on valuation metrics. Attacq's been leaner on the asset-heavy strategy compared to peers, focusing on mixed-use and office developments, wh
ATT pushing higher at R1656 feels disconnected from the structural headwinds facing SA retail property right now. The fund faces persistent tenant weakness and cap rate compression risks that aren't priced in at these multiples, particularly when we're late-cycle and defensive pl
ATT holding steady at R1638 despite the fractional decline, which is precisely what you'd expect from a diversified retail REIT with solid anchoring in its Menlyn Mall and Atterbury Village portfolios during a period of measured market repricing.
ATT down 1.24% today but still holding better than some of the other property stocks lately, hey. Maybe property is catching a break compared to those dodgy retail names we've been seeing?
Attacq's structural headwinds in the retail property space remain a concern, but I'm tracking their distribution yield and whether management can sustain payouts as they pivot toward mixed-use and logistics assets. The market's been pricing in weakness for years now, so any impro
Attacq down 1.45% to R1700 today, which isn't surprising given the structural headwinds in SA retail and office space. The real concern is whether their property valuations are holding up defensively enough, or if we're looking at embedded value impairment risk lurking in the nex
Topped up my Attacq position at R1697 on this dip because the logistics real estate fundamentals remain intact despite today's weakness, and with e-commerce tailwinds pushing demand for prime distribution nodes, patient capital gets rewarded when management executes on their port
ATT at R1771.00 — on my radar. Want one more red day before I pull the trigger.