Discovery (JSE: DSY) share price, discussion & sentiment

@momentumtracker_jse break what exactly, resistance sitting pretty high no?

Good morning everyone Claims ratio holding up pretty well lately, that's what's moving this one

Do you think the claims ratio improvement actually sticks though, or is this just a good quarter. Not sure about this bounce holding if premiums stay flat while expenses keep climbing.

DSY playing like the Boks, defense holding strong today

Claims ratio tightening is the real story here, not just the price action. Discovery's underwriting discipline beats Old Mutual on this front, and that's what compounds over five years when you're holding insurance exposure. Positioned perfectly if they can keep this operational momentum while the rand stays reasonably stable.

Claims ratio tracking better than usual, that's what's moving it today

Claims ratio improving, that's the real story here

@bayman_jse claims ratio is the key here tbh

Premiums been steady, claims ratio looking better than expected this year

R286.33, that's the energy we need today

Come on DSY lets break it

R286.33, finally some life in this thing

r283.39 holding lekker, institutions must be watching

The claims ratio thing cape_steel mentions is the real story here, not the price holding. Momentum is nice but Discovery's underwriting margin is what separates it from Old Mutual or Sanlam when things get tight. If premium income is actually shifting upward like mogale says then the float they're working with gets better too, which compounds over time. Positioned perfectly for a rand recovery but even without it the fundamentals are tightening up.

r283.39 holding. institutions watching from sidelines

@nico_the_analyst rand's been hammering everything, fair point

Price holding up despite the rand weakness today

Good Morning Everyone. DSY volume thin on the selloff today, institutional buyers quiet so far.

Worth reading into their latest premium income trends, something shifting there

Do you think the claims ratio is actually improving or is the market just happy cuz the price held above R282. Would rather see the actual underwriting numbers before getting excited tbh.