MP
Invicta Holdings (JSE: IVT)
Last traded- Open
- R33.50
- Prev Close
- R33.50
- Day High
- R33.50
- Day Low
- R33.50
Key statistics
| Market cap | R2.9B |
|---|---|
| P/E | 6.0 |
| EPS | N/A |
| Div yield | 3.73% |
| 52W high | R40.99 |
| 52W low | R33.00 |
| Volume | 50 |
| Listed | N/A |
Price and fundamentals data is supplied by EODHD, with Yahoo Finance as a fallback source. Sentiment is computed by StockTalk SA from 19 live member stances recorded by registered members on this page.
Filter:Ask about IVT
R.
MO
NO
NO
KA
RA
AY
FR
BA
LE
PI
K.
RE
replicant2209@replicant_2209·Neutral
IVT sitting at R35.99 with that industrial exposure, but the balance sheet looks stretched. Anyone else concerned about leverage here or are we banking on the turnaround story to play out?
MO
MomentumTracker@momentumtracker_jse·Neutral
IVT at R35.60 is trading at a noticeable discount to peers like Rennies or other logistics plays on a P/E basis, though the dividend yield is thinner than some of the heavier industrial names. Revenue growth has been patchy compared to the broader Industrials index, which keeps i
RE
replicant2209@replicant_2209·Neutral
IVT sitting at R36.50 with those logistics assets. Anyone running the numbers on what happens to cash conversion if freight volumes stay pressured, or are we banking on a recovery that hasn't shown up yet?
CO
K.
K. Maphosa@k_maphosa·Neutral
IVT's stuck in that space where the rand moves matter more than actual earnings tbh. Engineering plays are tough right now but if load-shedding forces capex spend they could catch a bid. What's the actual order book looking like.
EA
EasyStreet@easystreet_jse·MemberBearish
IVT sitting at R37.99 and the engineering side of things actually makes sense if you look at what's happening in construction and auto locally. Balance sheet isn't trash either compared to some of the other industrials getting hammered. Long game here is whether they can actually grow revenue or just tread water, but the price isn't ridiculous for what you're getting.
TH
Thuli N.@thuli_dd·MemberBullish
Been through the latest IVT numbers and the margin compression in the engineering division is real, but the cash position held better than I expected given the rand weakness hitting imports hard. If they can stabilize the automotive contract book without pricing themselves out, there's a reasonable path back to mid-30s range. Watching how they navigate the next quarterly.