Sun International (JSE: SUI)

44.50 now, that's a jump today!

44.50 now, that's lekker.

44.38 now, that's a proper dip.

44.38 now, down again. eish.

44.38 now, down hard today.

Added SUI to my portfolio

SUI up 1.15% today but the dividend yield's still looking thin at current levels. Is anyone convinced the hospitality recovery has legs, or are we just riding a dead cat bounce here?

SUI sitting at R52.24 with a decent dividend yield, but the hospitality recovery is clearly uneven across their properties. Is anyone else concerned about capex requirements to stay competitive, or do you reckon the pent-up demand for local leisure is enough to drive earnings gro

SUI down half a percent today but the stock's been range-bound around 50-52 for weeks now. Until we see either a catalyst on the gaming side or meaningful progress on their property portfolio, hard to get excited at these levels.

SUI down 1.52% today to R51.22, but the casino operator's dividend yield is still hovering around 8% which beats most of the consumer discretionary peers trading on the JSE. The weakness looks more like profit-taking than fundamental deterioration, especially compared to the reta

Grabbed some SUI at 53.35 this morning, the uptick suggests some institutional buying in dark pools and the dividend yield's still respectable at 5.8% even with the recent pressure on gaming stocks.

SUI popping 2.74% today on what looks like bargain hunting after that rough patch. The dividend yield is starting to look interesting again at these levels, but am I missing something on the hospitality recovery or is this just technical noise?

sui bouncing around the mid 50s because nobody can work out if the casinos are actually printing money or just burning through capex. balance sheet's still chunky but at least they're not issuing new shares every quarter like some of these clowns. long game is simple, if sa tourism picks up and load shedding doesn't kill the whole vibe they'll catch the express train, but that's two big ifs.

sui bouncing off 53 but casinos been under pressure ngl. hotels doing ok but gaming revenue is where the money is and thats been choppy. if load shedding eases and the rand stays steady could be lekker upside here, r150 minimum this year imo mark it

Good day to top up, SUI at R53.39 is decent value if you look at the casino recovery and the hotel portfolio. Spread across the country means load-shedding doesn't crush them like it does retail, and punters keep coming back. Not selling at these prices, the gaming revenue is coming back proper.

SUI's been under pressure but the casino recovery story is real, especially once travel normalizes post loadshed noise. R53.39 is giving decent risk reward on the gaming side, you've got Sandton and the regional properties still throwing off cash. Patience looks like a good idea here, catalysts moving forward with international visitor numbers ticking up.

@easystreet_jse but what happens to margins if load-shedding keeps crushing occupancy rates?

@easystreet_jse ja, the numbers will tell. casinos are actually running again hey

@easystreet_jse the margin story is massive hey, casinos printing again

@easystreet_jse fair point on casino recovery but what's the debt situation looking like post-covid, still chunky?