Lewis Group LTD

R8902 rally feels premature when Lewis' credit impairments are still climbing. Market's ignoring the dodgy debtors book underneath this bounce.

LEW at R8770 still looks expensive relative to where furniture demand is headed. That +1.39% pop feels like relief buying rather than conviction.

Lewis Group at R8822 is still fighting through the consumer spending squeeze, but if furniture demand doesn't crater further, this could be a proper recovery play once rate cuts finally land. The +1.99% today suggests some genuine appetite returning, not just noise.

LEW at R8815 up 1.16% today - furniture retail still bleeding cash. Credit losses are eating into margins, don't see the turnaround yet.

LEW at R8915 is barely moving on a +0.86% gain—feels like the market's still digesting those furniture sales numbers before committing either way.

LEW up 1.62% today but that furniture cycle recovery narrative feels stretched at R8982. Credit impairments are still elevated and consumer confidence data doesn't support this run.

Grabbed more LEW at 8946 today, that 1.64% pop gave me the chance I was waiting for. Furniture retail's been brutal but their credit book is tightening up nicely.