Channel Vas Inv LTD

Down 1.57% today but I reckon this dip is overdone, financials have been getting hammered unfairly lately. Maybe worth nibbling at R1880 instead of waiting for it to drop further like I usually do.

The market's selling of OPA at R1880 feels overdone when you consider the financials sector's structural demand for cash generation, particularly from entities with diversified revenue streams like this one. The 1.57% slide today strikes me as reactive noise rather than fundament

Trimmed my OPA holding at R1880 after the 1.57% pullback today, taking some chips off the table given the rand weakness and underlying pressure on financial services valuations, but keeping a core position since the dividend yield still offers reasonable income cover despite macr

Channel VAS appears structurally challenged as a pure-play property financier in a declining commercial real estate cycle, with embedded value likely deteriorating faster than the market acknowledges given rising vacancy rates and tenant distress across SA's office stock. The fla

OPA's up 1.42% today but I reckon the market is pricing in too much optimism on their fintech integration roadmap without seeing actual customer adoption metrics or NPS improvement yet. The financials sector is getting frothy on growth expectations, and until I see evidence that

OPA's down 0.63% today but at R1904 the dividend yield still looks respectable compared to some of the other financial services plays that have been punished harder this year. I'd rather own a quality financial compounder trading at these levels than chase the flavour of the mont

OPA down 1% today but I'm more concerned about the embedded value disclosure methodology. Has anyone reviewed their recent policyholder liability assumptions and how they've shifted the discount rates on deferred acquisition costs, or am I the only one noticing the margin compres