spent some time on emn's latest numbers last night. advertising holding up better than i thought tbh
E Media Holdings (JSE: EMN) share price, discussion & sentiment
to join the discussion
print division getting hammered but the digital push is actually lekker, advertising recovery could be the real play here. at r2.08 you're getting decent value if they can turn the content sites into something worthwhile. media is rough but emn's not dead yet imo
EMN's crawling up 0.50% today but the dividend yield is looking pretty thin at these levels. Anyone holding this thinking the turnaround story still has legs, or are we just watching dead money shuffle?
EMN's advertising revenue headwinds are real, but the company's shift toward digital and streaming services could reposition it once execution improves. At R1.98 the valuation isn't screaming value yet, though if they can stabilize margins and show revenue growth within the next
emn printing money from digital ads but the print side is still bleeding. r1.96 looks cheap if they can actually turn the online stuff into real revenue, but need to see it in the numbers first. biggest worry is whether load-shedding kills advertiser spend across the board.
print is basically dead but emn's digital push might actually work if they dont stuff it up like the others did. at r1.96 youre not paying much for the chance they figure it out before the ad market dies completely.
EMN sitting at R1.96 is interesting given the ad market headwinds and load-shedding hitting print circulation. But the digital pivot and cost cuts they've been doing should start showing through soon, catalysts moving forward look decent. Risk reward very compelling if they can stabilize revenue. Patience looks like a real good idea here.
EMN bleeding out slower than expected at R2.24. Print media death spiral is real but the digital pivot might actually be working, just takes time. Publishing houses that survived the 2010s usually had something else propping them up, question is whether EMN's got enough runway. Reckon you need a 3-5 year horizon on this one if you're serious.
EMN sitting at R2.24 and the print side is getting hammered but digital revenue growing. Problem is they haven't really pivoted hard enough like Naspers did, still too exposed to declining ad spend in traditional media. Long term you need to see them actually grow digital subs and cut the dead wood in print or this stays under pressure.
emn closed at r2.24, print media still getting hammered but their digital pivot starting to show something. ad revenue weak across the sector but at these levels you're getting decent value if they can stabilize circulation. worth watching how next earnings stack up against the load-shedding drag on retail advertising.
E Media Holdings LTD -N- at R2.14. Price-to-book is starting to look interesting for a EMN entry.
EMN catching a breather at R213 after that bump, though the real question for us long-term holders is whether the underlying business fundamentals justify holding through the media sector headwinds. Twenty years of watching these cycles teaches me that today's 1.43% move matters
Picked up a bit more EMN at R208 even though it's down today, because after crypto I learned that boring media stocks that pay dividends beat chasing the moon any time.
EMN's up nearly 2% today but the daily chart shows a textbook bearish engulfing pattern forming around this level, with resistance sitting heavy at 215c. Media sector fundamentals remain under pressure and I'm not convinced this bounce holds past tomorrow's close.
EMN down 2.34% to R209 today, eish. Anyone here know if this is just market jitters or if there's something wrong with their earnings lately?
EMN down 2.34% to R209 likely reflects profit-taking ahead of the interim results, though the sell-off appears overdone given the advertising recovery trajectory we're seeing in traditional media.