Momentum Group Limited

Picked up some MTM at R3809 this morning thinking we'd see a bigger pullback but hey, up 0.63% already so maybe I timed it right for once.

MTM's flat trading today masks what I'm seeing in their insurance and financial services distribution network. Working capital metrics suggest they're managing inventory and receivables tightly, but with insurance claims inflation running hot and channel partners deleveraging por

MTM trading at R3750 represents yet another financial services franchise that the market has collectively decided is yesterday's problem, but has anyone actually modelled what embedded value per share looks like if you strip out the momentum retail operations and value the insura

MTM's -0.70% dip looks like capitulation selling rather than fundamental deterioration, particularly given that EM risk-on is still embedded in positioning and the rand weakness should translate to FX hedging benefits across their loan book. The sell-off feels disconnected from i

MTM crawling up 0.57% to R3737 - insurance stocks finally getting some love after that awful run, but volume's thin so don't get excited yet

MTM up 0.57% today but trading at R3737 still feels sluggish given insurance demand. Is the market waiting for another earnings surprise or are we pricing in further rate cuts killing margins?

MTM at R3687 holding steady while Sanlam's been getting hammered. Wonder if the market's finally pricing in MTM's less dodgy exposure versus some of the other insurers bleeding capital.

MTM down 1% today but the yield at R3710 is finally attractive enough to nibble. Market's overreacting to short-term headwinds when the dividend story hasn't actually broken.

MTM hitting R3728 on a quiet 1.17% push—need to see if this breaks above the 3750 resistance or if it's just noise before earnings season.