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KRO's surge to R84k reflects growing appetite for tech plays with genuine revenue traction, but long-term returns hinge on whether management can navigate the regulatory minefield ahead. If the NHI implementation drags on healthcare IT spending and data sovereignty concerns tight
KRO taking a 3.34% hit today, but I'm more interested in what the valuation looks like at these levels rather than the daily noise. The real question for a tech play like this is whether the revenue growth justifies the premium pricing, especially given how punchy the JSE can get
KRO down 3.34% to R79,260 today, but the selloff looks reactive rather than fundamental. Compare this to Altron's recent travails where circular vendor financing masked deteriorating cash conversion cycles. Karooooo's last SENS showed strong SaaS contract value acceleration in th
Trimmed my KRO position on today's 2.05% pop to R83677, not because the software licensing model is broken but because the valuation's gotten stretched enough that the risk-reward no longer justifies holding the full parcel.
KRO jumped 2.76% today to R82k, is that because of something good happening with their tech or just market noise? Still learning how to spot the real movers from the hype
KRO up 2.76% today at R82k, which is pretty decent for a tech stock. How does it stack up against the other JSE tech players like Datatec or Altech?
KRO's 5% pop today is noteworthy, but I'm more interested in whether this momentum translates to improved dividend coverage rather than just share price appreciation. At these levels, the real test is whether revenue growth sustains the payout ratio without stretching it thin, gi
KRO's 1.24% pullback to R83,950 looks like profit-taking rather than any structural concern, but tech valuations remain stretched and I'm waiting for clearer earnings visibility before committing fresh capital here.
KRO is down 3.41% today to R82100 but I'm thinking about the bigger picture here. These tech stocks get knocked around a lot on short-term stuff, so I'm trying to hold my nerve and focus on whether the business is actually growing over the next couple of years rather than stressi
KRO down 0.77% to R86k today but still wondering if anyone's actually using their software at scale or if we're paying for potential that never materializes?
Grabbed more KRO at R87,499 this morning, that 0.57% uptick feels like the market finally waking up to the logistics play here.
KRO at R87k flat while Altron battles its own demons - at least Karooooo's got actual revenue traction in fleet management, not just hopes. The valuation premium is justified if they keep executing.
Anyone else watching KRO at R81504.00? Looks like accumulation to me.
Fundamentals on Karooooo Limited (KRO) still intact. The macro noise is creating an opportunity.
KRO R81504.00 — range bound for weeks. Waiting for a catalyst.
KRO at R83500 up 1.39% today—decent bounce but let's see if this tech play can hold above 84k. Growth stocks need momentum to stick around here.
KRO down 0.65% to R85300 - barely a twitch, but that's what happens when a stock's already run this hard off the lows.
KRO at R86k is doing the thing where it creeps up 0.75% and nobody notices, but the real question is whether this cloud software play can actually scale revenue faster than costs when SA corporates are still penny-pinching. Long-term, they need to prove the international expansio
KRO nudging up 0.36% to R84,799 — not exactly setting the JSE alight, but at least it's not collapsing like some of the other tech names lately.
KRO holding strong at R83.9k, up 0.46% today. Cloud logistics play still lekker value at current levels if you believe in the SA tech export story.