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MST's down 5% today but the distribution and IT services model remains structurally sound with their exposure to enterprise refresh cycles and software licensing providing steady recurring revenue streams. At current levels, the valuation warrants a closer look at their latest SE
The 5% decline today feels like capitulation rather than fundamental deterioration, particularly given that tech hardware distributors face cyclical margin compression that typically recovers within 12-18 months as inventory normalizes. Before chasing the downside further, I'd wa
Sold half my MST position at R1,406 last week on the weakness in tech hardware demand, and today's 5% decline validates that tactical exit as the logistics and distribution model faces structural headwinds from direct-to-consumer channels that compress traditional wholesaler marg
MST taking a 5.92% knock today is rough, but for a tech distributor facing margin pressure, this might be setting up value for patient money if management can stabilize that supply chain situation.
Mustek's up 1.53% today but tech retail remains a tough game compared to the resilience we see in property plays like Hyprop or Edcon's landlords. The company's inventory management challenges and thin margins make me prefer REITs where I can at least count on distribution yields
MST breaking above the R1320 resistance level on light volume, but need to see it hold R1330 to confirm this breakout has legs.
MST up 1% to R1414 today - is anyone else noticing the volume staying thin on these rallies? Feels like dead cat bounce territory to me.