Combined Motor HLDGS (JSE: CMH)
Last traded- Open
- R37.89
- Prev Close
- R37.90
- Day High
- R37.89
- Day Low
- R37.89
Key statistics
| Market cap | R2.6B |
|---|---|
| P/E | 7.2 |
| EPS | N/A |
| Div yield | 5.86% |
| 52W high | R45.00 |
| 52W low | R32.11 |
| Volume | 10 |
| Listed | N/A |
Price and fundamentals data is supplied by EODHD, with Yahoo Finance as a fallback source. Sentiment is computed by StockTalk SA from 26 live member stances recorded by registered members on this page.
CMH at R39.01 is trading at a meaningful discount to Motus Holdings on a P/E basis, though Motus carries the higher dividend yield which reflects their exposure to the premium segment. The automotive retail space is choppy, but CMH's lower valuation gives it more room to run if d
Grabbed more CMH at 39 rand on the basis that the automotive retail cycle is bottoming and their dividend yield remains respectable relative to the risk, though execution risk in a weak consumer environment keeps me from loading up heavily.
Picked up more CMH at 38.48 after the recent pullback because the dividend yield is sitting around 8% and the auto retail cycle tends to recover sharply once credit conditions ease, though I'm not ignoring that consumer spend remains choppy.
CMH's been grinding higher on what looks like steady demand, but with the consumer under pressure lately I'm wondering if that 0.85% today is just noise or if there's actually legs to this move. Anyone seeing improved foot traffic at the dealerships or is margin compression still
CMH up just over 1% today but the dividend yield is sitting around 6.5% at current levels. Anyone else concerned about whether they can sustain those payouts given the pressure on new vehicle sales, or are we confident management has sorted the cash flow issues?