SI
Sifiso Majola@sifiso_majola·19d ago
Pro
NeutralNWL up 4.11% today at R2915 but earnings growth hasn't kept pace with the run. Margins getting squeezed in that consumer space, so I'd want to see actual volume growth before chasing this pop.
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NWL up 4.11% today at R2915 but earnings growth hasn't kept pace with the run. Margins getting squeezed in that consumer space, so I'd want to see actual volume growth before chasing this pop.
NWL down 2.78% to R2800 today. Anyone else concerned about margin pressure in their retail segment, or is this just noise ahead of earnings?
NWL at R2880 up 2.86% today but those margins are getting squeezed. Where's the pricing power when input costs stay elevated?
NWL up 2.86% to R2880 today while Remgro's been flat—retail distribution plays getting some love finally. Better valuation than Invesco but still dragging vs the overall CG index.