HDC up 1.31% today, that's like getting a 1-0 lead in the first half. Not groundbreaking yet but at least we're moving in the right direction hey.
Hudaco Industries LTD
to join the discussion
HDC trading flat today but the industrial distributor's resilience through the cycle is underrated. At current levels you're getting exposure to essential infrastructure and maintenance demand across SA and sub-Saharan Africa, with the dividend yield providing real income while w
Even though HDC dropped almost 3% today at R18657, I'm thinking long term here because a distributor like this benefits when the economy picks up and businesses start buying again, which means if I keep adding my R500 each month over the next few years I might catch some good ent
HDC's down 2.69% today but I'm curious whether this reflects genuine earnings risk or just sector rotation noise. Given the industrials malaise, has anyone modelled what persistent margin compression would do to their return on invested capital, or are we still pricing in a snapb
HDC down 2% to R19530 today - typical noise on industrials. The real question is whether their logistics division can justify valuations when freight volumes are still under pressure.
HDC dropping to R19.7k is honestly a gift at these levels—industrials have been beaten down and this company's got real assets backing the share price.
R19082 on HDC is respectable but that 1.27% bump feels like profit-taking after the recent run. Need to see if it can hold above 19k without fading into month-end.