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CMH trading at R4100 with that minus 1.44% dip today, but the real story here is the automotive retail cycle we're in. With dealer inventory pressures and new vehicle sales moderating, the margin compression at CMH's dealerships is worth monitoring against their ability to levera
CMH up 1.18% today, but I'm wondering if anyone's actually made money on this thing or if it's just chop. Feels like I could just buy CAGR and sleep better at night?
CMH up 1.63% today at R4116, which is lekker compared to how flat the retail sector's been lately. Makes me wonder if the motor dealers are benefiting from something the rest of consumer goods isn't catching.
CMH's up 1.63% today but I'm sceptical on the long-term thesis here. The automotive retail space is getting hammered by rising interest rates and consumer debt stress, which means vehicle sales are under pressure and that flows straight through to their bottom line. Unless we see
CMH's logistics network has been absorbing significant freight cost pressures over the past 18 months, but what's interesting from a supply chain perspective is the inventory velocity we're tracking through their dealer channels. Dealer stock turns have remained relatively stable
CMH breaking above 4180 resistance looks promising on the surface, but that +2.32% pop feels thin on volume and we're still trapped beneath the 4250 level that rejected us twice in the past month. The rally smells like a bear trap to me, especially with consumer discretionary und
Everyone's jumping in on CMH today with that 2.44% pop but I reckon it's just noise, the real pressure on dealerships isn't going away anytime soon. Might be better to wait for a proper dip before loading up.
CMH at R4200 catching some momentum today, but the real question is whether management can lever the retail footprint into better margin expansion as input costs stabilize. At current valuations you're betting on operational gearing to work harder, not just volume plays, which me
CMH up 2.43% today but that's just noise covering deeper cracks. Dealer margins getting squeezed hard, used car inventory piling up—this bounce feels like short covering, not real momentum.
CMH down 0.98% today at R3950 — is this the market finally repricing dealer exposure to a tougher vehicle sales environment, or just noise? Their earnings multiple doesn't scream value yet.
CMH at R3914 is looking interesting if they can actually grow dealer margins back to pre-pandemic levels, but the used car market volatility keeps me nervous about committing more. Their financials suggest they've stabilised, yet I need to see consistent earnings before I get pro
CMH at R3850 is pricing in some recovery optimism, but those dealer margins are still getting hammered by the shift to EVs. Need to see actual volume data before the +2.15% matters.
CMH flat at R3769 is frustrating - dealers are still battling, new car sales remain grim, I'm holding but honestly tempted to exit if we get any pop above R3800.