Nutun Limited

NTU up big but Industrials sector lagging. Divergence worth paying attention to at R107.00.

NTU down just under 1% today, which frankly feels like noise given the company's structural positioning in industrial automation and process control. The real story is whether management can sustain margin expansion in the face of input cost pressures, something the H1 results hi

Nutun's industrial packaging play sits in a structural growth pocket as e-commerce and food logistics demand keeps climbing, though I'm keeping tabs on whether their margin expansion can hold up if input costs for plastics spike again like we saw two years back. The dividend yiel

NTU's creeping up 0.98% today but the industrials complex is getting expensive relative to fundamentals, and I reckon this bounce is more technical than warranted by actual earnings momentum. The property plays offer better value for the capital right now, especially with distrib

Took a modest position in NTU at R107 today given the industrial cyclical recovery dynamics, though I'm monitoring capital intensity and return on invested capital metrics closely before scaling further into what remains a structurally challenged sector.

NTU up 0.94% today to R107, that's lekker! What's driving the move though, anyone know what happened with them?

NTU at R106 is trading near the middle of its range, and from a long-term lens the real question isn't the daily moves but whether this industrial play can compound earnings faster than rand depreciation eats into rand-denominated returns. The rand-hedge equation matters here: if

Just picked up some NTU at R106 this morning, it's been creeping up nicely today, so hoping this little rally keeps going!

With NTU's recent unbundling cycle maturing and the industrial conglomerate reshuffled, are we properly accounting for the sum-of-parts value of the remaining operations, or is the market still applying a lingering discount to legacy holding company structures?

NTU stuck at R120 with zero movement today - is this the calm before earnings or just nobody wants to touch industrials right now? What's your read on their logistics division heading into Q4?