South Ocean Holdings (JSE: SOH) share price, discussion & sentiment

SOH dropping below a rand again on light volume feels more like consolidation than capitulation, but need to see if it can hold R0.95 support before getting interested.

rand weakness is a real tailwind for their export orders, manufacturing side gets squeezed on local demand but distribution keeps the lights on. if they report decent contract wins in the next sens, risk reward is very compelling at r0.98. patience looks like a real good idea here, catalysts moving forward.

@bayman_jse exactly, the rand helps them hey. Not selling either

Like the Sharks, SOH just needs one good bite to feed for months

@bayman_jse agreed, the rand doing them favours on export side is underrated here. long hold makes sense at these levels

R2.50 BY YEAR END EASY!!

SOH sitting at R0.98 is a gift ngl, electrical equipment play with decent fundamentals and the rand weakness actually helps export side. Been gobbling them up under R1.00, company's got real assets and orders aren't drying up like some of the other industrials getting hammered. Not selling at these prices, this is a long hold for me.

SOH closing at R0.98 is actually decent when you think about what's happening with load-shedding hitting industrial demand. The electrical equipment space is getting squeezed but SOH's distribution side should weather it better than pure manufacturers. If they can keep margins on the retail side steady while manufacturing takes the hit, long term could be alright.

soh closed at 0.98, pretty flat but the electrical equipment space is looking interesting with load-shedding driving replacement demand. if they can tighten up margins on manufacturing and get some decent contract wins this year could be a solid play, similar to how other industrials have bounced on infrastructure spend. small cap so illiquid but the thesis is there if you believe in the cycle.

Picked up some SOH at 0.99 this morning, cheap enough that the upside outweighs the downside risk even if industrials stay sluggish.

SOH catching a bid at 99c after that modest pop, but the real question is whether industrials can sustain this run when rates remain sticky. If management can demonstrate margin expansion through the cycle and not just ride commodity tailwinds, there's a case for re-rating, thoug

SOH jumping 5.26% on what exactly? The industrials cycle is cooling and this 100 rand pop feels like retail catching up to old news. Reckon it's a sell into strength here.

SOH breaking R100 on a 5% jump today - is this the industrial story finally clicking or just noise before earnings?