Coronation Fund Mngrs Ld (JSE: CML)

41.21 now, down a bit. I just hold through these days.

41.21 now, all red today. Frustrating as hell though.

41.21 now, down a bit today.

R41.43 now, down a bit today.

R41.43, down but holding the line.

CML at R44.14 trades on a reasonable valuation for a fund manager with stable AUM and consistent dividend yields, but the structural headwind of net outflows in passive products means you're betting on either a margin recovery or a shift back to active management. The business mo

CML sitting at R44.14 with that steady dividend yield keeping it on the radar for income players. Asset managers in this environment either adapt or get left behind, so depends whether their fund flows and fee margins are holding up under pressure.

CML at 43.58 offers decent income at roughly 5.5% yield, but the fund manager space is structurally challenged with persistent outflows and margin compression. Revenue growth is anemic and the P/E doesn't justify much upside without a material shift in asset gathering.

CML down 1.97% today to R41.31, which is a bit soft compared to the broader financials bounce we've seen. Relative to Sygnia and Investec on valuation metrics, CML's still trading at a decent discount but the dividend yield cushion isn't what it was six months back.

CML popped 1.55% to R41.82 today, which is decent movement for a fund manager. The real question is whether the asset management space can continue growing earnings when markets stay choppy like this, but their dividend yield is still attractive if they maintain distributions thr

CML's down 0.79% today but the 4.2% dividend yield keeps me holding through the noise, especially with financials catching a bid once the rate cycle turns.

Coronation feeling like a team down at halftime, need the second half comeback energy

Been reading their latest numbers. Balance sheet holding up ok ngl.

CML's AUM keeps growing but the fee compression story is real. Compare it to Ninety One, they're dealing with the same pressure on margins. Long term the asset management game in SA is a grind, but Coronation's got decent fund performance which should help retention. Not selling on weakness, come back in 6 months.

R55 MINIMUM BY YEAR END LFG

CML closed at R43.66, sitting pretty with assets under management holding strong through the load-shedding chaos. Coronation's got decent management fees and the retail unit trust space is solid when the rand gets wobbly, people rotate into their funds. Comparing to Sygnia or Investec's wealth side, CML's fees are competitive and they don't have the banking risk hanging over them. Long term if SA equity markets find a floor, asset managers like this will benefit. Springboks vibes today, good luck everyone.

CML sitting at R43.66 and the asset management space is under pressure with outflows everywhere but their diversified revenue model holding better than most. Reckon they've got decent exposure to both institutional and retail which Sygnia and Ninety One don't have in the same way. Long-term view hasn't changed, these managers always bounce back when sentiment shifts.

CML performing like the Sharks in a home game, mate.

Do you think CML's AUM growth can keep pace with the rand weakness hitting offshore returns. Last close R43.66 feels stretched if net inflows slow down, not sure about this one.

CML grinding higher at 45 rand, that small gain suggests the market's content with where it's trading but nothing's screaming conviction here.