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REM at R194.39 is trading at a reasonable multiple for a diversified holding company, but you need to look past the share price and dig into the underlying portfolio weightings: Remgro's returns depend heavily on how its stakes in Mediclinic, Aspen, and Vukile are performing. The
REM nudging higher today on steady demand. The diversified portfolio approach is doing decent work given the macro headwinds, though you're paying a bit for that stability versus picking individual winners.
REM up 1.10% today but the upside looks overdone given the portfolio headwinds. Revenue growth is slowing across most divisions and the dividend yield at current levels doesn't compensate for the execution risk ahead.
REM's creeping up 1.1% today but the real question is whether that dividend yield justifies holding at these levels. Remgro's been treading water for ages, so I need to see some actual portfolio wins before getting excited.
Picked up another parcel of REM at 188.50 this morning, reckon the dividend yield around 4.2% is starting to look decent again after that dip last week.
REM grinding higher at 188.87, that fractional gain suggests the market's digesting something rather than rushing in, so patience warranted until we see volume conviction behind it.
REM up half a percent on a quiet day, but the real question is whether this conglomerate can justify its current valuation when most of its underlying assets are facing headwinds. Dividend yield sitting around 3.5% is decent cover for now, but earnings growth has been pretty anae
REM's been grinding higher and the diversified holding structure offers some ballast through the cycle, though you're really paying for exposure to Richemont and Mediclinic which carry their own headwinds. At current levels the dividend yield isn't screaming value, so the long-te
REM up 1.54% but the market's pricing in optimism that doesn't match the underlying portfolio exposure, especially with the rand weakness typically dragging on offshore assets. The dividend yield isn't compelling enough to justify holding at these levels if the conglomerate disco
REM catching a mild bid today but the narrative feels thin given the portfolio headwinds and rand weakness eating into offshore earnings. The +0.83% bounce looks like profit-taking noise rather than conviction that the conglomerate discount is finally compressing.
REM down 0.47% today but still trading at a decent discount to its peers in the diversified financials space. Compare the yield here versus something like Naspers or Bidvest if you want exposure to quality assets without the tech/operational leverage.
REM's down a fraction today but the market's ignoring what looks like genuine value here. With diversified exposure across Remgro's portfolio and dividends that punch above average yield, I reckon this is setup for a decent recovery once sentiment shifts.
REM's down 1.15% on what looks like profit-taking, but the dividend yield is still attractive at current levels and the portfolio diversification across Nasdaq, Mediclinic, and Payments keeps the downside contained. This feels more like noise than fundamental deterioration.
REM flatlined at R190 today, which is pretty typical for a holding company with a dividend yield north of 4% - not much drama needed when you're collecting cash from your portfolio.
@trpine_patient what's the discount actually trading at vs sum of parts tho
REM creeping up 1.12% today but sitting near those R19k resistance levels. With the portfolio holding everything from Mediclinic to Stellantis, has anyone actually run the numbers on whether this conglomerate discount is worth paying or if we'd get better returns cherry-picking t
@bombay_coach yep, the discount is real
REM's creeping higher at R18786 while the financials index wrestles with rate cycle uncertainty, but here's what nags me: Remgro's diversified holding structure trades at a discount to sum-of-parts precisely because the market's pricing in mediocre ROIC across its portfolio compa
Current R 195,44 — 50% of range
Fundamentals sourced from JSE disclosures. Updated quarterly.