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KST breaking above R2800 on decent volume, tracking the financials recovery we saw across Investec and Absa this week. Chart structure here is cleaner than the banks though - no overhead resistance until R2900, so this +2.65% run has legs if it holds the 2800 level as support.
KST rallying 1.2% today feels like catching a falling knife in a sector where digital disruption is eating lunch. The financials TAM keeps shrinking as fintechs cherry-pick the high-margin business, and at these valuations you're paying for yesterday's moat rather than tomorrow's
KST's embedded value metrics have been opaque relative to peers, and with today's modest uptick to R2764, I'm struggling to construct a DCF model that justifies current valuation without assuming unrealistic ROE expansion. Has anyone parsed their recent solvency position and proj
KST dropped 1.03% today to R2780 but that's just noise if you're thinking long-term. Financial stocks like this one can be bumpy, but if you believe in the fundamentals, these little dips are actually chances to average in over time instead of panicking.
KST's been grinding sideways like a donkey that knows its pace, and at R2794 with that modest pullback today, I'm not seeing much that spooks me. The financials sector gets its moods, but if you're planting for harvest in a few years rather than checking daily, PSG's diversified
KST crawling up 0.46% to R2862 feels like the market's testing whether financials have any real momentum or just dead cat bounces.
KST at R2817 is basically flat today but the real question is whether their diversified financial services model actually justifies the premium valuation when interest rates stay elevated and property markets stay sluggish. Three years from now this either works brilliantly or be
KST down 1.53% to R2703 is overdone. Their asset management fees are sticky even when markets wobble, and the ETF space they're in is still growing.
KST down 1.6% to R2701 - is this the kind of dip worth buying into for dividend income, or are we seeing cracks in their asset management business?