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

npl ratio holding up pretty well lately

African ops carrying more weight than people think

npl's sitting pretty but yeah margins are getting crushed by rate cuts, african ops especially. still beats holding cash at these yields though, replicant's got a point about the 10 year thing.

@jozi_janet african margins squeezed yeah but loan book there growing faster than sa though?

R336.38, lekker movement today!

@swordfish_sa what african ops are printing though, margins are getting squeezed there no?

Big wall at 336.50, algos doing their thing again

SBK at R336.38 is still reasonable given the dividend yield and exposure to african growth. balance sheet is solid, npl ratio manageable. people panic about rate cycles but this is a 10 year hold if you're patient, not a trading stock. banks always recover.

African ops are the real story here ngl, retail banking in SA is squeezed but the continent growth is just getting started. Dividend's solid enough while you wait and the balance sheet can handle whatever load-shedding throws at the economy, beats most peers on that front.

R336.38, still holding steady

sbk sitting pretty at 336 while the rest of the market sneezes, balance sheet's solid and those african ops are finally printing. beats absa on efficiency most quarters, dividend yield not terrible either if you can handle the wait. catch the express train or wait for the next dip, either way the bank isn't going anywhere.

Come on Stanbic, let's go!

SBK's push into that R250bn business banking space is intriguing, but I'm curious whether they can actually convert market opportunity into margin expansion when net interest income is under pressure. Is this the growth lever that justifies the current valuation, or are we gettin

SBK's up 2.5% today which is decent momentum, but I'm not getting excited until we see if this holds above the recent resistance levels. The dividend yield's still attractive at current levels, so at least the faithful are being looked after while we wait for the operational turnaround to kick in properly.

SBK's up 2.5% today, solid movement but let me see what's driving it before getting excited. At these valuations the dividend yield is still respectable if earnings hold up, so it could be genuine interest or just market noise.

SBK popping 2.5% today, nothing spectacular but you'll take it. Depends what's driving it though - if it's just market sentiment I'm holding tight, but if there's actual volume behind it that's when you know there's real interest. At these valuations the dividend yield is still reasonable so I'm not complaining about the ride up.

R331.73 and holding. Rate cut bid working

R331.73, that's a proper move today

Come on you beauty, run!

R331.73 now, margins getting the bid