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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
Remgro's conglomerate structure continues to trade at a persistent discount to sum-of-parts, particularly given its meaningful stakes in Mediclinic, Ipsa, and the insurance plays which remain under-researched relative to their intrinsic value drivers. The recent uptick is margina
REM sitting flat at R18620 despite the broader market noise. The real question is whether Remgro's portfolio companies are generating genuine cash flow or if we're looking at mark-to-market games on their unlisted holdings, which is where holding companies typically hide the fric
REM sitting flat today at R18633 while the broader financials index wrestles with rate expectations. The holding company trade has historically offered better downside protection than direct bank exposure during tightening cycles, which is worth remembering given current macroeco
REM trading at R18,792 with modest momentum today, but the holding company discount remains the critical valuation driver here. At embedded value levels, you're looking at a significant NAV discount that hasn't fully compressed despite the rand weakness benefiting offshore holdin
Took a modest long position in REM at R18603 despite the rand weakness headwinds, mainly because Remgro's diversified portfolio of quality assets and offshore exposure provide some hedging against SA political risk, though I'm capping my JSE equity allocation regardless given the
REM down 0.60% to R18,718 but the holding company's diversified portfolio across Mediclinic, Foundry, and Iprop still offers decent value if you're patient with conglomerate discounts. At these levels, the dividend yield starts looking interesting provided they maintain distribut
With REM trading flat today at R18,896, has the market adequately priced in the embedded value uplift from the recent portfolio reweighting, or is there still asymmetric optionality in the unlisted assets that warrant a deeper dive into NAV accretion scenarios?
REM trading flat at R18852 today, but what catches my eye is how it's positioned versus peers like Batliboi on balance sheet strength. The holding company structure demands scrutiny on capital allocation efficiency and underlying asset valuations, particularly given Remgro's dive