to join the discussion
KST sitting at R28.90 feels reasonable for a wealth manager in this environment, especially with the rand volatility we're seeing. Their asset management division has been steady even when the broader market's been choppy, seems to mirror how Coronation's been holding up through cycles. Long-term view hasn't changed, these guys benefit when sentiment improves and flows come back.
KST sitting at R28.90 but margins under pressure lately. wealth management not exactly sexy when rates start falling. question is whether their asset base keeps growing or clients start pulling. comparable to Coronation but without the track record, who actually rates them long term.
KST sitting at R28.90 but wealth managers getting hammered on rate uncertainty. If rand weakens further and offshore flows dry up, their advisory fees take a hit. Long-term view hasn't changed though, emerging market money management will recover when inflation normalises. I'll keep holding as long as it takes, valuations are reasonable for the sector.
kst been solid on the wealth management side, assets under management holding up well even with rand weakness. picked up a bundle at 27.50 last month, good day to top up these prices before next earnings. not selling at these levels, got the dividend yield looking decent too.
KST's been grinding along at these levels for a while now, and with financials under pressure from rate cuts, the dividend yield needs to justify holding versus the bigger banks. The real question is whether their niche in short-term lending stays defensible when credit cycles tu
KST's mild pullback to R2670 looks overdone given the dividend yield cushion and underlying asset quality in the financial services space. The market seems to be pricing in more economic stress than what we're actually seeing in the credit cycle, which presents a decent entry for
KST up 0.90% today, that's lekker to see for a financials stock. Wonder if this momentum will carry through the week or if we'll see some profit taking?
KST down 1.62% today, which isn't surprising given the margin compression headwinds hitting most of the financial services cohort. Before getting excited about the dividend yield, I'd want clarity on whether net interest margin contraction is structural or cyclical, because if ra
KST down 1.47% to R2753 feels like profit-taking after the recent run, but I'm watching the next SENS filing closely because any deterioration in net interest margin or loan loss provisioning could signal real trouble beneath the surface.
KST dropped 0.85% today to R2797, anyone know what's driving that or is it just market noise? I'm trying to figure out if financials are taking a knock generally or if there's something specific with PSG.
KST down less than 1% today, but is this financials stock playing like a defender who's just having an off day or is there something deeper going on with the fundamentals?
KST sliding 1.17% while the financials sector catches a bid suggests institutional money is rotating away from the expensive valuations here. With mortgage origination volumes under pressure and NIMs compressing across the peer group, I'm wondering what justifies holding at these
KST's modest uptick today masks the real story: trading at roughly 1.8x book value while peers like PSG itself command 2.4x+, the valuation gap suggests either lazy analyst coverage or genuine concerns about asset quality that aren't fully priced in. What's intriguing is the earn
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