Investec LTD

Not sure about INL here. R13596.00 feels like fair value, not a screaming buy.

Investec LTD down 1.9% to R13596.00. Overreaction or justified? My read: overreaction.

Down 1.56% today but I'm not sweating it, Investec been around forever and after 10 years watching the money move through tellers I know these wealth management guys print money when times are good. Long game is what matters here, not daily noise.

With INL down 1.54% today, I'm curious whether the market is pricing in adequate capital buffers for a potential prolonged period of elevated rates or a credit cycle downturn in SA. Has anyone stress-tested their ROIC assumptions against a scenario where NIM compression accelerat

INL grinding higher by 73 basis points today, but the real story is whether the wealth management arm can accelerate fee growth in this volatile rate environment rather than getting caught in the headline noise.

INL's 1.4% pop today reflects continued optimism around their wealth management franchise, though I'd want to see embedded value growth accelerate beyond the inherited book from the old structure. The integrated model should generate stronger ROIC if they can maintain persistency

INL grinding higher by 68 basis points today, which reflects stabilising sentiment around the group's capital position and improving net interest margin trajectory across the Wealth & Investment division.

INL's fractional 24 basis point gain today reflects the market's measured pricing into what remains a challenging rate environment for net interest margin expansion across the dual-currency banking model.

INL down 1.08% today to R13750, but compared to the other banking stocks getting hammered, this doesn't look too bad. Is Investec holding up better than its peers or am I just seeing things?

INL trading at R14000 after a modest 0.92% move suggests the market is pricing in meaningful headwinds relative to peers like Remgro or Coronation, which have demonstrated superior capital allocation discipline. My probabilistic modelling of embedded value per share indicates INL

INL up 0.33% but still struggling to break above the 14k level. Anyone else thinking the wealth management headwinds are overblown here?

INL down 0.42% is pure noise—asset management divisions are generating real momentum that the market's completely ignoring. Reckon this dip's the buying opportunity.

INL at 13891 is getting punished for nothing—that -0.53% today is pure market noise. Their offshore earnings shield them better than people realize.

INL down 0.78% at R13856 while FirstRand pushing higher today. Investec's offshore exposure should be a hedge but lately feels like it's just dragging performance versus domestic plays.

Investec Limited reporting a +0.3% move. Watching sector rotation.

Investec Limited (INL) at R13908.00. Dividend yield above 4% on current price? Hard to ignore.

INL at R13,864 is getting hammered less than FirstRand today, but the spread between these two is telling - FirstRand's dividend yield just looks better value right now.

INL at R13864 is dead money today, down 0.01% — holding but honestly the group's been treading water since asset disposals. Where's the growth catalyst?

INL barely budged today at R13862, down 0.02%. That's the kind of flatline that tells me the market's already priced in whatever news is out there—no panic, no excitement.

INL pushing past R13,900 on a modest 1.07% gain - financials catching a bid today but I'm waiting to see if this holds above R14k before getting excited.