Bid Corporation (JSE: BID)

R431.53, down again today. Eish.

431.53 now, down again today

438.03 now, down a bit today.

438.03 now, down a bit today.

438.03 now, down a bit today.

BID up 1.27% today but the logistics headwinds aren't priced in yet. Management's cost control sounds good on paper, but fuel and labour inflation will bite harder in H2 if volume growth doesn't accelerate.

BID up 1.19% today while the broader industrials have been treading water, and it's got legitimate reason to outperform. Trading at a reasonable multiple with that logistics footprint giving it defensibility that most peers can't match in a constrained environment.

BID grinding higher at R452.80 after a steady session, though that 0.74% move is pretty muted for industrials. Need to see if it can hold above the 450 level before getting excited about the setup.

BID's been grinding higher on the back of steady operational performance and that dividend yield staying attractive for long-term holders. At these levels the valuation isn't screaming value, but if management keeps executing on cost control and margins hold up through the cycle,

Picked up more BID at R436.45 on this dip, reckon the 2.27% pullback is overdone given their logistics exposure should benefit once the economic cycle shifts.

BID sitting at R414.36 and food service distro is still under pressure with hospitality staying weak, but the balance sheet can handle this. Risk reward gets interesting if they hold margins through the cycle and load-shedding doesn't crater volumes any further, catalysts moving forward around cost inflation stabilizing. Patience looks like a real good idea here.

Spent last night on the AFS. Debt ratios are actually tightening up here.

bid sitting at r414 but food service distribution got hammered post covid, hospitality still fragile. where's the volume coming from to justify this. weak balance sheet vs competitors like spar or shoprite.

bid sitting at r414 and hospitality still a mess so hard to see the tailwind here. distribution plays usually boring but steady, this one's got a timing problem not a business problem. might be a catch the express train moment when the industry actually recovers but could be a while.

BID's up 2.15% today but the rally feels thin given that revenue growth has been mediocre at best and the P/E isn't exactly cheap relative to sector peers. The bump looks more like window dressing before earnings than genuine conviction about the fundamentals.

BID down a mere 0.61% today but the market's treating this like a disaster. Distribution networks are actually firing on all cylinders with revenue acceleration picking up, so this pullback looks like weak hands panicking over noise rather than fundamentals shifting.

BID's been grinding sideways around these levels for a bit, and at a P/E that's not screaming overvalued, the question becomes whether management can reignite earnings growth in an iffy economic environment. The dividend yield is keeping it on the radar for income investors, but

BID up 1.10% today, sitting at R41954. Haven't seen any major catalyst headlines, so this looks like generic market recovery momentum rather than company-specific strength. Would need to see something materially shift in their logistics or supply chain margins to get excited here

Bid's structural position in the industrial services space remains resilient despite today's modest pullback, though the real test will be how management navigates margin compression across their distribution and facilities management divisions as input costs stabilize. Five year

BID breaking above the R41k level with that +0.63% push suggests buyers are testing resistance, but the candlestick needs to close with conviction to confirm anything meaningful on the daily chart.