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HDC up 1.31% today but still trading well below the R210 resistance it couldn't crack last month. Is the market just catching up on the earnings beat, or is there actual momentum building here for a breakout?
HDC popped nearly 3% today on what looks like continued resilience in the industrials space. Anyone else seeing this as genuine momentum or just noise before earnings, given the P/E still sits fairly elevated?
HDC's been grinding higher and the +2.98% pop today suggests some conviction returning to the stock, though at these levels you're paying roughly 12x earnings which isn't exactly a bargain for an industrial distributor facing macro headwinds. The real question is whether manageme
HDC catching a bid this morning after that industrial demand update. Stock's trading at reasonable multiples if this uptick signals genuine momentum in the sector rather than just noise.
HDC taking a hammering today at minus 4.42%, but anyone else reckon this is just profit-taking after the recent run or is there something deeper going on with the numbers?
HDC sitting just below R200, which is mental because the distribution game is actually boring money if you get it right. Stock's been range-bound forever but the dividend yield keeps you sane while industrials cycle through their nonsense. If manufacturing ever picks up again you'll catch the express train, but honestly the real play is just holding through the noise.
R198.90 is cheap for what HDC does in industrial distribution. these guys have solid earnings and actual revenue unlike the spec plays everyone chases, balance sheet is clean and the rand weakness actually helps their export game. if you're not holding this for the next 2-3 years you're missing the point.
Close at R198.90 is pretty clean, sitting just below that R200 psychological level. Distribution plays like HDC tend to do well when manufacturing picks up, and if load-shedding ever settles down the industrial side could get proper support. Balance sheet looks solid enough to weather the rough patches, so this isn't a flyer like some of the other industrials floating around.
hdc sitting pretty just below r200, that's the number everyone's watching. distribution plays like this thrive when manufacturing picks up and they've got decent margins if the rand holds. could be a sneaky accumulate if you believe capex cycles are turning, but thin volumes make it tricky to build a position.
HDC trading at 196.50 after that 1.81% pop, but the real question is whether the industrial cycle can sustain this. The distributor's earnings depend heavily on capex spending, and with load shedding still a drag on capex appetite, I'm not convinced we've seen the worst of the he
Hudaco's resilience through distribution cycles hinges on whether management can sustain ROE above 15% whilst navigating inventory headwinds in the industrial automation and electrical wholesaling segments. The current pullback to R19250 presents a reasonable entry point for pati
Hudaco's 1.59% pullback to R19,400 presents an unremarkable reprieve given the distributor's structural exposure to cyclical capex spend across industrial and construction sectors. Over a 50-year generational horizon, the compounding challenge remains whether management can mater
Picked up more HDC at R19306 on this dip because the distributor's resilience through load-shedding cycles and exposure to the recovery in manufacturing capex remains underpriced relative to peers trading north of 12x earnings.
Hudaco's resilience through distribution cycles reflects superior inventory management and supplier relationships versus peers like Afrox, yet the margin compression in discretionary industrial spending means we're not seeing the ROIC expansion that justifies premium valuations r
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.
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.
Current R 191,60 — 50% of range
Fundamentals sourced from JSE disclosures. Updated quarterly.