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The 0.67% pop today is narrative-driven noise masking structural headwinds that the market hasn't properly priced in yet. Digging into the segmental performance across Remgro's diverse portfolio, the drag from Mediclinic's operational challenges and FX headwinds on international
Just added a few more REM shares at R19500 today, small step as always but feels lekker to see my holding growing even with just a few rands a month.
Topped up my REM holding on today's modest uptick to R19467, mainly because the portfolio company exposure through Remgro's stakes in Mediclinic, Cls Holdings, and Ipsa continues to generate steady cash returns despite macroeconomic headwinds, though the holding company discount
Just bought some Remgro at R19467 cos it's up nearly 1% today and everyone here seems to rate it, hope I'm doing this right?
REM's valuation at R19467 continues to trade at a meaningful discount to its embedded value, though this discount warrants scrutiny given Remgro's concentrated exposure to Mediclinic and Capevin alongside equity market volatility. The 0.92% move today is muted, but I'd be watchin
I'm trimming my REM position on this modest uptick to 1.46% given the concentration risk in Mediclinic and Ipsen, which are both facing margin compression and regulatory headwinds that could cascade into embedded value destruction if sentiment shifts.
REM trading flat today but the holding company discount persists as a structural headwind. The underlying asset base carries meaningful rand hedge characteristics through its international exposure, yet investors continue pricing in the conglomerate discount despite respectable N
Remgro's flatline performance today contrasts sharply with the broader financials sector rally, suggesting investors are pricing in persistent headwinds to its diversified portfolio given the SARB's restrictive stance persisting longer than initially anticipated. Against peers li
REM's flatline today masks the structural question facing the holding company: whether the conglomerate discount warrants the patient capital we allocate, or if selective asset rotation would unlock superior NPV for the next generation.
REM's flat session at R19258 reflects the holding company discount persisting despite its quality portfolio, though the negligible move suggests investors are pricing in patience ahead of any potential unbundling or capital reallocation decisions.
With REM trading down 0.83% today and the JSE financials sector under pressure, I'm concerned about the embedded value calculation assumptions given current interest rate volatility and potential impairments in their insurance book. Has anyone stress-tested their NAV assumptions
REM's off 0.83% today, but the holding company structure still offers superior optionality versus pure-play financials like Sanlam or Old Mutual. The embedded value discount to sum-of-parts remains attractive for investors hunting conglomerate plays with meaningful portfolio dive
Trimmed my Remgro position on this dip to R19250 because the latest SENS filings show elevated cash drag sitting in low-yield instruments while their portfolio companies face margin compression, and I'd rather redeploy into names with clearer near-term catalysts.
With REM off 0.83% today on what appears to be sector-wide pressure, I'm reconsidering the valuation thesis here. Given that Remgro's portfolio consists largely of Mediclinic, Ipsen, and Contained Brands, shouldn't we be decomposing the embedded value against current rand weaknes
REM off 0.76% to R19264, which is hardly surprising given the opaque structure masking what appears to be deteriorating returns on its diversified portfolio. The embedded value calculations seem increasingly disconnected from intrinsic worth when you factor in the drag from under
Remgro's portfolio rotation into fintech and insurance assets is intellectually sound, but the holding company discount persists because the market treats REM as a financial engineering play rather than a compounding machine. At R19,744 the stock trades at a meaningful discount t
Remgro's current valuation sits at a meaningful discount to its embedded value, yet the holding company discount persists as a structural headwind that rarely contracts unless there's substantive portfolio reallocation or a major exit. Against peers like Naspers, REM lacks the sc
Holding REM at R19744 despite the modest pullback, but management needs to articulate how they're deploying capital across their portfolio companies with more discipline than we've seen at recent AGMs, because throwing money at underperforming assets while the public service dete
With REM trading at R19644 down just 0.74%, I'm curious whether the market is properly pricing in the rand hedge benefit of their offshore exposure, particularly given how their portfolio companies perform during weak ZAR cycles like we're seeing now. Are fellow investors viewing
The market's indifference to Remgro at R19670 feels sommer misplaced given the diversification thesis that's actually playing out across their portfolio companies. Looking at the latest segment reporting, their stakes in Capitec, Mediclinic, and RCL Foods are generating meaningfu