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RBX ticking up 0.20% today but the real story is whether management can maintain their infrastructure thesis while navigating input cost volatility. The construction and logistics TAM in SA remains massive, though execution risk on margin expansion keeps me from going full convic
Everyone's sleeping on RBX at R5138, that tiny 0.20% gain shows people don't see the real value in what they're building. I reckon the market's being too cautious here, this thing should be running harder given what I hear about construction demand picking up again.
Just bought some RBX at R5185 because it went up a bit today and I heard construction stocks might do well, but I'm still not 100% sure if this was the right call?
RBX grinding higher at R5184 on a quiet 0.88% pop - nothing explosive but the stock's refusing to sell off which counts for something in this market.
RBX down 1% to R5100 while Pepkor's been holding ground better. Clothing retail's getting squeezed but Rex seems to be feeling it harder lately.
RBX down 1% to R5100 today. Retail apparel stocks bleeding out while online compression continues—Rex's brick-and-mortar model just can't compete with the shift.
RBX up 6% today but the bounce feels hollow without seeing actual margin improvement in the results. That +6 rand move needs earnings momentum to stick, otherwise we're just chasing yesterday's news.
RBX down 2.68% to R4893 today. Retail softness hitting harder than expected, but at these levels the dividend yield is getting spicy for patient money.
RBX down 1.91% to R4932 on what looks like profit-taking, but the dividend yield still makes this worth holding if you believe in the turnaround story.