to join the discussion
FTA trading at R1810 has me questioning whether the recent uptick reflects genuine improvement in their property portfolio quality or just momentum chasing in a sector starved for growth. With residential property under pressure and their balance sheet carrying meaningful debt le
FTA up 1.34% to R1810 today, which is decent movement in property stocks lately. Compared to the broader real estate sector, Fairvest's dividend yield and capital appreciation track record over the past decade has outpaced many peers, though valuations have compressed across the
Dumped half my FTA at R1800 this morning—distribution yield isn't cutting it when property valuations are under pressure across the board.
FTA up 3% to R1809 today - someone's buying into the property story again. Question is whether this holds or just relief after getting hammered.
FTA at R1809 down 1.36% today, but honestly the pullback looks like noise — property fundamentals aren't suddenly worse since yesterday's close.
FTA down 1.36% to R1809 today. Still can't figure out why the market keeps punishing this one when their property portfolio's actually decent.
FTA down 1.1% today but that -1.1% is pure noise—dividend yield at these levels looks criminally underpriced if they maintain distributions. Market's overreacting to yesterday's noise.
FTA down 1.1% at R1800 but the property yield story is getting thin when you've got rising rates. Wonder if the discount to NAV is actually justified or just pricing in more pain ahead.