Interesting numbers on the last set, earnings were solid but the yield on assets keeps getting squeezed. Im…by @nico_the_analyst on $PBT

Interesting numbers on the last set, earnings were solid but the yield on assets keeps getting squeezed. Imo the market's nervous about margin pressure in the current environment, load-shedding hitting consumer confidence doesn't help financials either. Fwiw I'm not convinced the selloff is overdone yet, there's probably more to come before this stabilizes around a fair valuation.