Standard Bank Group (JSE: SBK) share price, discussion & sentiment

SBK holding steady at 328.61 despite the broader market noise. With net interest margins under pressure from rate cuts, where do you reckon the next catalyst comes from, earnings growth or dividend sustainability?

SBK crawling higher at 329.76, barely a blip today but the stock's been grinding through resistance these past weeks which suggests some underlying patience from the big money.

SBK at R329.22 trades at a premium to FirstRand on forward multiples, which makes sense given its stronger net interest margin and less exposure to the retail drag that's weighing on FNB. The dividend yield sits around 5.8%, respectable but not exceptional against the broader ban

SBK sitting at R329.22 after that rate cut cycle commentary doing the rounds. Banks typically benefit from lower rates through improved lending spreads, though deposit margins take a knock, so the net effect depends on how quickly the curve adjusts. Dividend yield looks decent en

SBK sitting at R327 while the banking sector braces for new competition is worth monitoring. The denial from Pepkor suggests Standard's retail banking push might need rethinking, though their core earnings power and dividend yield remain intact despite the headwinds.

Anyone else reading between the lines on this Pepkor denial? If SBK was genuinely in talks with a retail heavyweight for a banking partnership, that would've been material. Either they weren't serious discussions or Standard Bank's looking elsewhere to bulk up its retail footprin

SBK's down tick today feels like noise given the net interest margin expansion we're seeing and loan loss provisions trending lighter. At current multiples the market's pricing in too much caution on rate cuts, and that's worth a contrarian nibble.

SBK at R323 is trading around 9x earnings with a dividend yield north of 5 per cent, which looks reasonable for a big four bank exposed to stubborn local rates and credit demand. The question is whether net interest margins hold up if the Reserve Bank cuts harder than priced in o

SBK at R323 carries a P/E around 11x on a solid dividend yield, which looks reasonable for a big four bank with consistent earnings from SA's interest rate cycle. The real question is whether net interest margin compression kicks in if rates start falling harder, so I'm holding b

SBK sitting at 323.18 with that dividend yield looking decent, but the net interest margin compression across the banking sector is starting to worry me. Is anyone else thinking the valuation at current P/E levels factors in the rate cycle turning, or are we still pricing in more

SBK at R323 still looks decent value for a bank trading around 9x forward earnings with that 4.5% dividend yield, though the net interest margin compression is real in this rate environment. Hard to get excited until we see actual loan growth stabilize.

SBK at R325 trades at a decent valuation relative to peers like FirstRand, though the bank's exposure to consumer discretionary weakness could drag dividend yield if economic headwinds persist. The KFC news is a reminder that retail strength isn't evenly distributed across the se

SBK trades at around 11x P/E with a dividend yield just over 4%, which isn't cheap but fair given the resilience of SA's biggest bank. The KFC news is noise for SBK, though better consumer spending would help their credit quality longer term.

SBK holding steady at 324 suggests the market's pricing in the recent earnings and interest rate outlook without much conviction either way. Dividend yield sitting around 5.5% still offers decent income, but need to see loan growth accelerate before getting excited about the shar

SBK at R324 is still trading below its pre-pandemic highs, but the dividend yield's back to respectable levels and net interest margin expansion gives the majors some structural tailwind if rates stay elevated. Thing is, the loan loss ratio's the real watch: any spike in impairme

SBK at R324 is trading at a decent discount to Nedbank on a P/E basis, which caught my eye given the similar exposure to credit cycles and interest rate plays. The dividend yield sits around 7.5% which beats most of the big four, though you have to weigh that against the net inte

SBK at 324 rand is trading on a P/E that's not stretched for a bank with its net interest margin resilience, but the dividend yield needs to stay above 5% to justify holding through rate volatility. Balance sheet strength is there, but I'd rather see loan impairment ratios compre

Grabbed more SBK at 323.85 this morning, reckon the banks are finally getting some respect after that rate cut cycle, and the dividend yield's looking decent again.

SBK flat today at R320.17 but the dividend yield at current levels looks decent enough to hold through what could be a choppy quarter for the banks.

SBK at 320 is trading around 10x earnings with a 4.2% yield, which isn't screaming value but the net interest margin expansion and credit growth momentum in the near term make it defensible. Balance sheet strength is solid enough to weather another rate cut cycle, though loan imp