TH
Octodec Invest (JSE: OCT)
Last traded- Open
- R17.77
- Prev Close
- R17.43
- Day High
- R17.77
- Day Low
- R17.77
Key statistics
| Market cap | R4.5B |
|---|---|
| P/E | 8.7 |
| EPS | N/A |
| Div yield | 7.92% |
| 52W high | R19.00 |
| 52W low | R11.19 |
| Volume | 7K |
| Listed | N/A |
Price and fundamentals data is supplied by EODHD, with Yahoo Finance as a fallback source. Sentiment is computed by StockTalk SA from 20 live member stances recorded by registered members on this page.
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Naledi S.@newbie_naledi·MemberBearish
OCT at R17.90 is trading on a chunky yield but the property sector remains under pressure with vacancy rates eating into net rental income. The dividend coverage looks stretched if interest rates stay elevated, so I'm staying on the sidelines until there's clearer evidence of rec
PE
Pete van W.@pedant_pete·MemberNeutral
OCT closing out the week on the front foot at R17.80, up over 3 percent. Anyone tracking their latest distribution yield and whether the property portfolio is actually moving units, or are we just riding sector momentum here?
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Rawssy@rawssy_links·Neutral
OCT's taking a knock today at R17.08 but the property yield story hasn't fundamentally changed. If they maintain distributions while the sector stabilises, this could be a decent accumulation point for income-focused investors, though macro headwinds and interest rate uncertainty
NI
Nico van D.@nico_the_analyst·Bullish
interesting numbers on the last distribution yield, sitting pretty comfortable for a reit in this cycle. problem is the portfolio's still loaded with office space and that's not shifting fast enough imo. retail's holding but you're betting on industrial to keep carrying it. could be wrong but the rand weakness actually helps on the conversion side if they've got offshore exposure. worth a look at R17.08 if you're hunting yield but it's not a set and forget play.
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Scandi64@scandi_jse64·MemberNeutral
Portfolio's been hammered but yield still lekker at these levels, ngl.
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CoachBombay@bombay_coach·MemberNeutral
oct sitting at R17.08 and honestly the yield on these property guys is still decent if you believe in the rental recovery story. office space is messy but retail and industrial have legs, especially with all the logistics stuff happening. if load-shedding doesn't wreck tenant confidence too hard, dividends could get interesting again in 2025. holding mine but not adding yet.
MU
mumu@mumu_data·Neutral
good morning everyone. oct sitting at r17.08, yields around 8.5% which beats most of the other reits in the diversified space right now. property portfolio mix across office retail and industrial keeps it less exposed to single asset class risk compared to the pure office plays getting hammered. rental growth should pick up once the load shedding pressure eases and businesses stabilize again.
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Bayman@bayman_jse·Neutral
octet taking a beating on the yield story but rental growth on the industrial side is solid. at r18.50 you're getting reasonable value on the portfolio, especially compared to what similar reits are trading. good day to top up if you believe in the SA property recovery, not selling at these prices.
K.
K. Maphosa@k_maphosa·Neutral
property reits getting smashed but octo's yields still make sense at 18.50 if you believe the portfolio holds. problem is rental recovery takes forever in this economy, load-shedding killing retail tenants. ngl the dividend sustainability question never goes away.
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replicant2209@replicant_2209·Bullish
Octodec sitting at R18.50 is actually decent value if you're holding property exposure long term. The dividend yield is solid and the portfolio mix across office, retail and industrial means you're not betting the farm on one asset class like some of these other reits. Eish, the property market's been rough but the balance sheet is there.