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DTC sitting at R82.39 but the distribution side keeps getting squeezed. cloud stuff looks okay but where's the actual margin expansion. competitors are faster on services. holding for now but need to see better numbers next quarter or this goes back to 70s
dtc breaking out from that r82 level, cloud and distribution play is finally getting noticed. enterprise it spend isnt going anywhere and theyre positioned solid against the competition. r150 this week minimum mark it
DTC closed at R82.39 yesterday, tech distribution stocks are getting some love again with cloud stuff picking up. If they can keep margins tight on the logistics side and the software services arm keeps scaling, this could actually run. Holding for the next earnings, curious what capex looks like in the current environment.
honestly dtc at r82 is starting to look decent for a tech distribution play, especially with enterprise clients still needing their infra sorted. ngl the cloud services side keeps growing and thats where the margin is, beats just shifting boxes around like the old days
DTC up 1.15% but the revenue growth narrative doesn't justify the valuation when you look at the margin compression in their latest quarter. Think this bounce is short-lived until we see actual cash conversion improve.
Not sure about this one. DTC's distribution business is solid but where's the growth coming from with margins under pressure and cloud adoption eating into traditional IT services. Do you think the stack they're holding is worth the multiple they're trading at, or are we just waiting for the next earnings to see if anything's actually moving.
interesting numbers on dtc at r79.31 given where cloud services margin sit in this space. fwiw the distribution side is steady cash but the real upside is if they can actually scale the managed services revenue without hammering ebitda. my reading of this is thats where the multiple expansion sits if management executes. could be wrong but worth watching the next set of results for that segment specifically.
Been digging into their latest SENS filings, cash position looks solid
Good Morning Everyone, DTC sitting at R79.31, institutional holding steady around 42 percent. Distribution business still grinding through the cycle.
DTC sitting at R79.00 and the IT distro game is brutal but their cloud and services segments are actually carrying weight. If they can keep margins up while rand stays weak, the enterprise clients aren't going anywhere. Long game on this one, GLTA.
DTC at R79.00 is basically priced for perfection given the cloud services headwinds and rand weakness eating into offshore earnings. Distribution business is solid but not exactly catching the express train, margins getting squeezed everywhere. If they can actually execute on the services pivot without blowing capex then maybe there's something here but right now feels like you're paying for what they might do not what they do.
DTC printing money in cloud services while the rest of the market sleeps on it. Enterprise clients locked in, recurring revenue model, and the IT distribution segment still undervalued compared to peers. R150 this week minimum, mark it.
DTC sitting at R79.00 but the cloud and distribution segments have real legs if they can execute. Compared to Mustek, Datatec's got better margins on the services side. Long-term view hasn't changed, these tech plays take time to show up in the numbers.
DTC sitting at R79.00 and the distribution segment is still getting hammered by margin compression. Read through the latest MD&A and cloud services revenue is actually growing but they're reinvesting all of it back into infrastructure instead of pushing it to the bottom line. Long-term play if they can stabilize Westcon-Comstor integration but near term looks choppy.
DTC's been stuck in the R75-R80 range for ages, cloud segment keeps growing but distribution arm is dragging it down. At these prices you're basically paying for a turnaround that may or may not happen, feels like a show me story.
DTC sitting at R79.00 and the distribution segment is actually solid, enterprise clients aren't going anywhere. Cloud services revenue picking up and management's been quiet on capex, that's usually good. Compare to Pinnacle and you're getting better multiples. Hold this thing for 2 years minimum, R150 easy by then.
DTC up nearly 4% today, which is decent momentum for a stock trading on a 12x P/E with 5.2% yield. Tech recovery starting to bite or just profit taking bounce, need to see if it holds above 82.
The modest 57 basis point decline appears technical rather than fundamental, though it's worth monitoring whether this reflects sector rotation out of IT services or just consolidation after the recent Westcon-Comsense strategic review digestion.
Datatec's flat trading today masks the structural headwinds facing legacy IT distribution in an era of cloud consolidation and direct vendor relationships. At current valuations, you're pricing in minimal margin expansion despite management's pivot toward higher-margin software a