Just grabbed some SBK at R30707 even though it dropped 4.19% today, reckon the banks always bounce back eventually right?
Standard Bank Group LTD
to join the discussion
SBK down 4.19% on what appears to be sector rotation rather than idiosyncratic weakness. Net interest margin compression in the banking space is real, but the selloff feels indiscriminate without fresh negative catalysts on earnings or capital ratios.
SBK's 4.19% pullback today reflects broader EM risk-off positioning as the Fed maintains higher-for-longer rates, compressing NIMs across the banking complex, but the structural case remains intact given Standard's fortress balance sheet, diversified revenue streams across CIB an
Standard Bank Group LTD down 4.2% to R30707.00. Overreaction or justified? My read: overreaction.
SBK down 4.19% today while the financials sector is getting hammered, but the real question is whether this is capitulation or just noise. Compare the dividend yield here to FirstRand and Absa: SBK's still offering decent income on a dip, though net interest margin pressures are
SBK's down 3% today but the market's overlooking the fact that net interest margins are expanding in this rate cycle and their loan book remains resilient despite the macro noise. At current valuations the dividend yield is looking attractive for a systemically important bank wit
Picked up some SBK at R31566 today even though it dropped 1.51%, reckon the banks are due for a bounce back eventually and I'm in it for the long run anyway.
Standard Bank dropped 2% today, eish. Is this the time the stokvel gets in or should we wait a bit more to see if it drops further?
SBK catching a bid at R32k after that modest 1.40% pop, but I'm curious whether we're seeing genuine institutional accumulation or just a bounce off support. With net interest margins under pressure and that Africa headwind continuing, are you lot holding for the dividend yield o
SBK pushing through R32k with decent momentum today, outpacing FirstRand's more tepid action this week. The relative strength here suggests banks are rotating back into the big cap plays, though valuations at 1.2x book leave limited upside if rates stay sticky longer than the mar
SBK pushing higher again today at R32049, but I'm curious how much of this rally is pricing in actual credit demand versus just positive sentiment around rate cuts. Given the pressure on medical scheme funding and elective procedure deferrals, anyone else watching their healthcar
SBK up 1.40% today, is anyone else just feeding their debit order into the banks every month without checking the daily moves or is that sommer just me?
Standard Bank at R32k today and up 1.27% - anyone else holding SBK for the long game or is banking sector feeling risky to you lot right now?
The market's giving SBK another bump on the back of rate cut hopes, but I reckon we're pricing in too much optimism on net interest margins when loan growth across the continent remains sluggish and deposit competition is intensifying in our key markets. The 1.58% pop feels prema
SBK up 0.60% today while the broader banking sector treads water, but that dividend yield of 4.2% looks anemic compared to Nedbank's 5.8% given similar P/E multiples. The risk-reward isn't compelling unless we see revenue acceleration beyond single digits, and I'm not sizing up h
So Standard Bank is sitting at R31511 today, down a tiny bit, but I'm trying to understand if banks like this are good for holding long-term or if there's too much risk with interest rates and stuff changing. Anyone here invested in SBK for the long run and what made you decide t
SBK creeping up 0.41% today, not much movement but our stokvel is holding tight on this one because banks are lekker reliable for long-term gains.
Anyone else think SBK is looking decent at R31482 with that little uptick today, or am I just getting excited too easily as a newbie investor?
SBK up 1.01% today while the rest of the banking squad seems quiet - like when one striker finds form while the team's struggling. Maybe the big boys are finally showing some teeth?
Interesting that Standard Bank is shifting to these cashless branches, reckon it's a smart play for the long haul even if it costs them now because managing physical cash is expensive hey. If they pull this off properly and customers embrace it, should help their margins over tim