to join the discussion
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.