to join the discussion
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.
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.
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.
CML's trading sideways near R4512, which frankly reflects the headwinds facing fund managers in a low-growth environment where fee compression and outflows remain structural issues. Over the longer term, you're betting on either a sustained equity bull market or their ability to
CML down 0.69% today but I'm digging into their latest SENS filings on fund flows and management fees. The asset management space is getting squeezed by passive flows eating into active management margins - has anyone spotted how much of their revenue is now dependent on lower-ma
CML's flat trajectory at R4491 masks the structural headwinds facing active asset managers in an environment where passive inflows continue cannibalizing fee pools, yet the market hasn't repriced for the compression in net revenue yield that typically follows periods of elevated
Initiated a modest long position in CML at R4526 following a backtest confirmation that the asset management sector's embedded value thesis is outperforming its historical 0.8x NAV discount when fee headwinds normalize.
CML down less than 1% today but these fund managers are playing the long game with all the money flowing through their hands, so I reckon if the market recovers over the next year or two they're gonna do well. Not selling my position just because of a small dip when interest rate
CML taking a breather at R4466, down less than 1 percent, but the chart still respects that R4400 support level nicely. Price needs to clear R4500 resistance to confirm the uptrend is alive.
CML trading at R4505 with today's minor dip being noise for those of us thinking in decades rather than days. The asset management industry rewards patient capital and scale, so if Coronation continues delivering competitive returns and growing AUM through market cycles, the comp
Picked up more CML at R4619 today, the 3.8% pop gives me confidence in the asset management narrative as markets recover and inflows should accelerate into their growth channels.
Current R 42,71 — 50% of range
Fundamentals sourced from JSE disclosures. Updated quarterly.