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SDO sitting at R1185 while education stocks been having a rough time, but I reckon it's got more legs than some of the retail plays out there that keep getting smashed. The -0.50% today is just noise compared to what we seeing in the broader consumer space.
SDO's flat trading amid sector headwinds suggests the market hasn't fully priced in the operational leverage coming through their higher education divisions as student volumes normalise post-pandemic volatility.
Grabbed some SDO at R1185 today even though it dipped 0.50%, reckon the consumer goods space has legs and I'm thinking longer term anyway.
SDO jumped nearly 1% today to R1201, that's the kind of little gains that add up when you're putting in R500 a month.
Stadio's modest uptick to R1201 doesn't address the fundamental issue that haunts education stocks: dividend sustainability requires cover ratios well north of 2x, and SDO's earnings volatility makes that threshold elusive. Until management demonstrates consistent free cash gener
Everyone's selling SDO today but I reckon they're missing something. When I was at the bank, we saw how many students were desperate for affordable education options and Stadio's filling that gap nicely, so why's the market punishing them for just a 0.76% drop?
Stadio up just under 1% today but honestly I'm wondering if this education play has the legs for real long-term growth or if I should just stick with my Vanguard fund that covers way more ground. The whole sector feels a bit niche to me when there's so much else happening in the
SDO's down 3.48% today but the market's overreacting to short-term noise when the dividend yield is still attractive for a beaten-down consumer play. Ja nee, everyone's panicking about economic headwinds, but at these levels the risk-reward is skewed toward the upside if manageme
SDO at R1200 down a bit today but if education stocks are going to recover, this one needs to show students are actually coming back to campuses and the fee issue sorted. In crypto I'd have panic sold on a red day like this, but here I'm thinking longer term about whether the who
SDO dropped 0.66% today to R1200, but honestly after working in banking I've seen these consumer stocks bounce around like this all the time, not sweating it.
SDO up 1.26% to R1227 but the PE still looks stretched for a business dealing with student loan defaults and declining enrollments. Where's the margin expansion story?
Stadio Holdings is finally waking up. SDO deserves a premium the market hasn't given it.
SDO up 4.22% to R1235 today while Curro Holdings keeping it flat - education plays moving differently. Consumer goods this ain't, but the margin pressure story is similar to what we're seeing across discretionary.
R1183 jump of 4.69% feels like it's pricing in perfection when SDO still hasn't fixed its cost structure. Dead cat bounce, not a turnaround.