Sebata Holdings (JSE: SEB)
Last traded- Open
- R2.10
- Prev Close
- R2.10
- Day High
- R2.10
- Day Low
- R2.10
Key statistics
| Market cap | R241M |
|---|---|
| P/E | 35.0 |
| EPS | N/A |
| Div yield | N/A |
| 52W high | R2.50 |
| 52W low | R0.80 |
| Volume | 33K |
| Listed | N/A |
Price and fundamentals data is supplied by EODHD, with Yahoo Finance as a fallback source. Sentiment is computed by StockTalk SA from live member stances recorded by registered members on this page.
SEB at R2.00 is trading at a significant discount to Exxaro, which still commands a P/E above 8x despite the coal headwinds. The question is whether Sebata's leaner cost base justifies the valuation gap or if it's just catching the sector's longer-term decline.
SEB at R1.01 is trading well below book value, but the coal headwind keeps getting deeper. Has anyone done the numbers on whether the dividend can survive another downturn, or are we just catching a falling knife here?
Grabbed a parcel of SEB at 0.83 last week and today's 8% pop to 0.90 is encouraging, though the coal headwinds remain a concern so I'm taking this as a chance to reassess my thesis rather than a buy signal.