to join the discussion
MRP at R15,511 is trading at levels that demand patience rather than panic over a 0.57% dip, especially when you consider the structural headwinds in local retail and how property yields of 7-8% are looking increasingly attractive relative to the consumer discretionary space. The
Consumer Goods sector running. MRP moving -0.6% to R15511.00. More to go.
Added to my MRP position this morning at R15 502 despite the slight dip, as the retail recovery narrative and dividend yield still make sense for my 20-year retirement horizon regardless of today's noise.
MRP holding steady at R15600 with that modest 0.13% uptick suggests the market's still digesting the apparel weakness in junior demographics, but the stock's refusing to crack which tells me the balance sheet strength and Miladys' consistent turnover are providing legitimate down
MRP at R15,653 reflects a market that's priced in near-perfection on retail margins which are structurally under pressure from the current consumer environment. The 0.47% drift upward today ignores the deteriorating embedded value in the customer base and suggests the market hasn
MRP's modest 66 basis point gain today reflects the market's continued indifference to retail fundamentals, though at these valuations the embedded value in their property portfolio warrants closer inspection of the balance sheet rather than chasing single-day momentum.
MRP grinding higher by 55 basis points feels more like apathy than conviction in a sector where retail foot traffic data should be driving larger moves, which makes me question whether this dead cat bounce has actual legs or just lazy fund rebalancing into year-end.
MRP trading at R15,687 today represents a structural disconnect from peers like Shoprite and Woolworths when you consider embedded value metrics. The retail apparel segment operates on fundamentally different capital efficiency models than general merchandise, yet MRP's modest 0.
MRP up just under 1% today at R15800, but is that price justified by their actual earnings right now. I need to look at their PE ratio and see if they're not overpriced compared to their competitors.
MRP at R15800 is holding steady with that modest 0.57% gain, which tells me the market isn't panicking but isn't exactly rushing in either. The real question for me is whether the dividend yield justifies the valuation versus the property returns I'm getting on my rental portfoli
MRP's up 1.41% today but I'm not convinced this bump sticks around when retail traffic stays patchy across the Highveld. The dividend yield doesn't compensate for margin pressure if consumers keep tightening their belts, and that's the real risk the market's overlooking right now
MRP at R15,850 feels overcooked given their margin compression in the last quarter and the fact that their NPS hasn't budged while Superbalist and Takealot keep stealing share from the fashion segment. The 0.30% bounce today is noise covering up the real issue: consumer discretio
Market's punishing MRP for a bad day but the dividend yield still sits lekker at those levels and retail rotation cycles don't just die overnight. You can't harvest a crop by checking it every morning, same logic applies here.
The market's indifference to MRP at R15,802 despite management's demonstrated ability to generate substantial free cash flow and maintain ROE above 20% suggests the market is pricing in more structural headwinds than the fundamentals currently warrant. Yes, the consumer is under
Took profit on half my MRP position at R15850 this morning after that RSI rejection at 70, but holding the remainder because the 200-day average around R14200 is still giving me confidence in the long-term setup despite today's minor pullback.
Took a small position in MRP on this dip to R15802 after visiting three stores last week where footfall and till transaction volumes looked respectable despite the macro headwinds, though I'm monitoring Q3 same-store sales closely given the softening in lower-income consumer spen
Mr Price slipping 0.93% today, but the real question is whether their value positioning still resonates with budget-conscious shoppers or if they've lost shelf space to Takealot's retail push. The brand loyalty in that space runs deep, so I'd need to see revenue growth stalling b
MRP taking a minor dip to R15802 but the real question is whether earnings growth can justify the current valuation when retail headwinds persist. Are we seeing genuine margin expansion or just inventory normalization masking underlying weakness in consumer demand?
The 1% pullback on MRP today presents a lekker entry for contrarians, as the market is pricing in recession scenarios that discount the group's pricing power and embedded value in its property portfolio far too heavily. At current levels, the FCF yield and return on invested capi
MRP at R15967 is trading on thin ice after that 1.06% drop today, but the real question is whether this retail outfit can keep growing revenue while margins compress like my water tanks in dry season. Their dividend yield still looks respectable if management doesn't panic and cu