to join the discussion
EPE up 3.35% today, but I'm curious whether management can sustain the dividend growth trajectory we saw over the past three years or if earnings pressure might constrain distributions going forward. Anyone tracking their payout ratio and dividend cover closely, or have thoughts
Topped up my EPE holding at R670 last week ahead of today's 4.48% jump, reckon the market's finally recognizing their improved capital position after the recent restructuring, which reminds me of how Coronation played the long game through the 2008 mess.
EPE up 1.16% to R700 while the broader financials are treading water. Better execution than most wealth managers but still trades at a discount to Sanlam's valuations.
EPE at R676 down 2.59% today but the real question is whether this fintech-adjacent play can justify valuations when credit demand stays this weak. Long-term, they're positioned in the right space but execution on loan growth will determine if this isn't just expensive air.