Nedbank Group LTD

Nedbank Group LTD reporting a -1.3% move. Watching sector rotation.

Everyone's jumping on NED today but honestly the banking sector's been getting squeezed by rates, don't think 0.95% today means anything changes that. Rather wait to see if they actually crush earnings before I buy in.

NED's modest 95bps lift today suggests the market is pricing in some recovery momentum, but the real question is whether this closes the valuation gap relative to peers on embedded value metrics. I'm watching the implied volatility on the put spreads here - if vol contracts furth

Nedbank's valuation at R26,714 presents a compelling actuarial case if management can sustain ROE above 15 percent over the medium term, which hinges critically on Net Interest Margin expansion beyond current 3.8-4.0 percent range and credit loss ratios remaining within historica

NED trading at 0.91x book with a net interest margin of 3.18 percent versus FirstRand's 3.42 percent suggests structural headwinds in deposit pricing or asset yields. The flat session masks deteriorating ROE relative to its four-year average, warranting deeper dive into net loan

With Nedbank sitting at R26570 today, I'm thinking maybe this is a good time to start buying a bit for the long run since banking stocks usually do well over many years? My kids can hold these for 10+ years while I save hey, but I'm wondering if there's any reason to be worried a

NED up 0.83% today but the dividend yield is sitting around 4.2% which feels thin for the risk in banking stocks right now, especially with leverage in play. Anyone else sizing down on the financials rotation or holding conviction that the yield floor protects the downside here?

With NIM compression persisting as the SARB holds rates steady and deposit competition intensifying, I'm questioning whether Nedbank's cost-to-income ratio improvement can offset the structural headwinds in net interest income, or if we're looking at multiple compression despite

NED's NIM compression versus peers is a structural headwind, but has management modeled the deposit mix shift adequately in their ROIC forecasts? The -51bps move feels like noise given the underlying earnings volatility.

Everyone seems worried about that 0.81% drop today but honestly Nedbank's fundamentals are still strong, why are we panicking over a small dip like this? I think this might be a lekker buying opportunity if you believe in the bank long term.

Nedbank at R27237 is holding up decently today with that 1.17% pop, but I'm still waiting for a proper break above R28k before adding more to my position.

NED R26921.00 — range bound for weeks. Waiting for a catalyst.

Not sure about NED here. R26921.00 feels like fair value, not a screaming buy.

NED at R27061 is finally catching up after lagging Firstrand all month. That 0.99% gain won't cut it if rates stay higher for longer though.

NED at R27k is trading near resistance but net interest margin compression is the real worry here. Unless they show meaningful cost discipline next quarter, hard to justify the current valuation.

NED up 0.66% but that's sympathy buying from the wider bank rally. Balance sheet stress is real here, margins are getting squeezed and you're paying 26k73 for that headache.

Nedbank sitting at R26957 up 0.60% but that's basically treading water in this market, holding my position until we see if rates stay put next month

NED down 1.96% to R26821 feels like panic selling on macro noise. Net interest margin expansion and their loan book fundamentals don't warrant this weakness.

NED at R27k is pricing in some pessimism on rates, but the dividend yield here looks decent if the bank can keep net interest margins stable through the cycle. Problem is whether SA credit demand actually recovers or we're just treading water.

NED holding R27,427 with barely a twitch today. Problem is net interest margin compression keeps squeezing profitability while bad loan provisions stay elevated.