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INP up 1.76% today to R140.76, tracking better than the broader financials index which has been sluggish. At these levels it's outperforming peers like Barclays on a relative basis, though you'd want to check the latest earnings before getting too excited about the momentum.
wealth management margin compression is real but the specialist banking book is doing heavy lifting on fees, check the MD&A on advisory income. at R143 you're not paying for the international upside if USD stays strong and that London operation actually scales. been holding since the dividend came back.
Good Morning Everyone, INP closed R143.21 yesterday. Wealth management revenue still the backbone, institutional flows holding up better than peers through the cycle. At these levels the dividend yield is solid if earnings don't crack further, reckon the London listing keeps it liquid enough for the big holders.
Investec's wealth management franchise is genuinely strong, nipping at the heels of what Sanlam and Old Mutual are doing but with way better international diversification. At R143 you're getting a bank that actually earns decent returns on equity without needing a property boom, and that's rare locally ngl.
INP sitting at R143.21 and honestly the wealth management division is what's keeping me interested here. Banks are getting hammered but Investec's got that private client stickiness that the big four don't have, recurring fees aren't going anywhere even when rates drop. International ops taking a knock but that's actually the long game, diversification outside SA matters more every year. Gonna be shocked if this doesn't outperform the majors over 24 months.
INP's up 1.08% but that's just noise on a stock trading near 52-week highs with a P/E sitting around 12x. The financials sector's getting hammered globally on rate concerns, so this pop feels like a dead cat bounce rather than conviction buying.
INP up nearly 1% today, which is decent enough given the broader market sentiment. The bank's been treading water for months but at least it's not bleeding momentum like some of its peers in the sector.
INP taking a hit today but the fundamentals around their digital ecosystem haven't changed. At these prices the dividend yield is looking more attractive and if they can maintain that growth trajectory the TAM opportunity in fintech disruption is still massive. Market's being a bit emotional here imo.
INP's pullback today feels like market noise given the fundamentals around their renewable energy portfolio and B-BBEE credentials, especially with load-shedding persisting as a structural tailwind for distributed generation plays. The 3.4% dip is actually worth monitoring as a potential entry point if you're serious about impact exposure in the energy transition space, though I'd want to see how
INP taking a knock today but this is exactly when long-term investors with conviction should be looking closer. The dividend yield is still attractive and the African consumer story hasn't changed, especially with their exposure to essential goods across the continent. Market volatility is noise when you're building wealth over years.
INP down less than 1% today but the market's still sleeping on how their wealth management division is actually capturing real traction with high-net-worth clients who are tired of the big four banks' impersonal service. Their ROE sitting around 12% feels depressed given the qual
INP's modest gain today masks what I reckon is undervalued exposure to African financial services growth. The market's pricing in UK headwinds, but the real money is in the continent's fintech expansion and rising wealth management demand from Africa's emerging middle class. At t
INP's modest 0.84% bump masks what feels like complacency around wealth management headwinds in a higher-for-longer rate environment. The offshore exposure is being priced as a hedge, but with client deleveraging accelerating globally, the commission-driven revenue streams could
Trimming my INP position on the back of sterling weakness and the recent repricing of UK rate cuts, given that the pound's depreciation against the rand amplifies the fx headwind on earnings consolidation while the dual-listing structure still doesn't compensate adequately for th
Investec's bounce back to R13931 suggests the market is regaining confidence in their diversified wealth and asset management model, though the real question for long-term holders is whether they can scale their advisory fees faster than legacy banking revenues compress. With glo
INP holding steady at R14184 with barely a flicker today, but the real story is whether this wealth manager can capitalize on Africa's growing HNWI base as our continent's middle class expands - management execution on cross-border African expansion will be the real test.
INP up 0.60% today, not much movement but I'm holding. Every small gain counts when you're building something from R300 a month.
INP down 1.4% today but the weakness feels like noise given the group's track record of consistent dividend growth over the cycle. At R13961, if management maintains their disciplined payout approach while growing earnings, there's more upside than downside for patient income inv
INP down 0.99% to R14044 – bit of profit-taking after that run, nothing alarming but wouldn't chase it here.
INP grinding up to R14k+ finally, that 1.18% feels like someone's actually buying the financials again instead of the usual doom-scrolling