Investec (JSE: INP)

132.13 now, taking it on the chin today.

132.13 now. Bit of selling today.

132.13 now, down a bit today

r135.75 and climbing. nice move today.

135.75 now, lekker move today.

135.75 now, up 2%. Lekker.

136.99 and climbing. Good day to top up.

136.99, up 2.23%. Lekker start to the day.

R136.99 now, that's lekker!

134.85 now, down 2.5%. ouch.

134.85, down but holding the line.

142.39, that's a nice move today

142.39, that's lekker to see.

142.39 and climbing, lekker start to the day

INP at R144.98 is trading near its 52-week lows, which is harsh given the group's diversified earnings across UK and SA operations. If they can stabilize loan book quality and keep the dividend intact, there's upside, but the macro headwinds aren't done yet.

INP sitting at R141.85 and the dividend yield is still respectable for a dual-listed bank with exposure to London. Question is whether the UK wealth management book can offset the SA headwinds, or are we just treading water here?

INP's sitting around R144 with that dual-listed structure giving it exposure to both JSE and London. Are folks comfortable holding the rand exposure here, or are you treating the LSE leg as the real play given the currency drag we've seen?

INP caught a mild bid today but the rand weakness is doing most of the heavy lifting for this dual-listed stock. At current levels the P/E doesn't scream value for a bank facing persistent margin pressure, though the dividend yield remains respectable if management can stabilise

INP at 140 cents is still carrying reasonable dividend yield for a global financials play, but I'm holding tight until there's clearer visibility on their UK mortgage book exposure given the rate environment headwinds.

INP sitting at R142.56 and the group's got exposure to both SA and UK markets, which is either a hedge or a mess depending on currency moves. Anyone running the numbers on what happens to earnings if the rand keeps weakening?