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mth holding up well at r107.10 tbh. automotive retail is brutal but motus has got the dealership network and parts distribution locked down, thats not easy to replicate. if the rand stays somewhat stable and credit demand picks up again, could be a decent long term play here. lot of value at these levels imo.
MTH holding above R107 is decent given the auto retail grind lately. Dealerships are getting squeezed on margins but their parts and service side keeps the lights on. Guys holding long term not sweating the noise, fund managers know the dividend yield is solid when the rand cooperates.
MTH's been grinding through a rough patch with load-shedding killing dealership footfall and new car sales weak across the board, but the used car and service side is actually holding up okay ngl. At R107.10 you're getting decent value if the economy stops collapsing and people start replacing cars again, could easily see R150 this week minimum once sentiment shifts.
MTH sitting at R107.10 and honestly the dealership model is solid if they can hold margin through this load-shedding mess. Real question is whether they land a fleet contract with one of the big logistics outfits, that's where the volume comes from. Until then it's just grinding through the retail side. Let's get a contract, once the deals start, then it will run.
MTH down nearly 2% today but the dividend yield is still sitting pretty at around 7.5% on this pullback. Anyone else thinking this is a decent entry point or are we waiting for more selling pressure?
MTH creeping up 0.84% today but the automotive retail headwinds haven't disappeared, margins are still under pressure despite the bounce. Market's pricing in a recovery that feels premature given the used vehicle glut and weak consumer demand still weighing on the dealer network.
MTH is my main Consumer Goods exposure. R10163.00, happy to average down.
MTH down 0.71% today but sitting well above the 200-day average, which tells me the institutional money hasn't lost faith. At these valuations the dividend yield is starting to look attractive again for patient holders.
Motus holding steady at R10100 tells me the market's still digesting what this automotive and logistics play can deliver across the continent. With vehicle distribution networks stretching into West and East Africa, there's real optionality here as the middle class expands and de
MTH dropping 1.94% today, ag that's rough but maybe a good time to grab some shares while they're cheaper?
MTH down 1.94% today to R10100, but I'm wondering how this automotive distributor stacks up against Bid Corp or other logistics plays in tough times like these? Still reckon there's value here for long-term investors.
MTH taking a 1.60% hit today seems overdone given their consistent dividend growth trajectory over the past few years. The automotive aftermarket exposure is cyclical, ja, but the dividend cover remains reasonable and the payout ratio hasn't ballooned out, suggesting management's
MTH trading at these levels offers decent value for a diversified automotive and logistics play with exposure to both new vehicle sales and the aftermarket recovery we're seeing post-inflation. The distribution business is boring but cash-generative, and with fuel normalization s
MTH's 2.07% slide today feels overdone given the automotive aftermarket resilience we've seen through previous downturns, and with fuel price volatility actually driving more maintenance cycles rather than fewer. At these levels the dividend yield starts looking attractive for pa
MTH dropping 2.31% today feels like panic selling to me, especially with logistics costs finally stabilizing after that brutal fuel spike we had. The automotive aftermarket isn't going anywhere, and at these levels the dividend yield is looking rather appetizing for patient holde
MTH trading near its 52-week highs despite the mild pullback today, which suggests institutional support holding the line. P/E compression looks reasonable for an auto retailer with steady cash generation, though you need to watch vehicle volumes closely as that's where the real
Everyone's selling MTH today but I reckon this dip is actually a gift, the fundamentals in that automotive space are still there. Could be looking at a bounce back soon if you ask me.
MTH's automotive retail exposure is getting battered by consumer headwinds, but has anyone modeled what happens to their parts and service divisions when vehicle parc ages another 2-3 years and maintenance capex shifts from dealerships to independent operators. The dividend yield
MTH is my main Consumer Goods exposure. R11500.00 — happy to average down.
Grabbed MTH at R11811 today, that 3.86% pop caught my eye but I'm really banking on their logistics play tightening up margins next quarter.