Sun International LTD

Sun International LTD (SUI) in the portfolio for 3 years. The thesis hasn't changed.

SUI is my main Consumer Goods exposure. R4748.00, happy to average down.

SUI's up 0.89% today but the hospitality recovery narrative is getting priced in while their debt levels remain elevated. The dividend yield is decent if occupancy holds, but I'd want to see clearer revenue growth momentum before adding exposure when there's still macro uncertain

SUI's 1.64% pop today caught my eye given the tight range we've been trading in. The gaming and hospitality exposure cuts both ways for volatility purposes, but if we're seeing renewed institutional interest in discretionary, I'd be watching the 4800 resistance level closely befo

SUI's 1.64% pop today feels like relief rally noise rather than fundamental repricing, especially when you consider the operational headwinds in their gaming and hospitality segments remain unresolved. The stock's still trading at a premium to historical averages without clear ev

SUI up 1.89% today but I'm struggling to see the fundamental case here. With hospitality still battling input cost pressures and food inflation eating into discretionary spending, how are these guys supposed to grow earnings materially when their cost base keeps climbing?

SUI's -1.03% pullback to R4510 offers a chance to examine whether casino/hospitality leverage justifies current multiples given operating leverage sensitivity to discretionary spend cycles. With gaming exposure heavily geared to international travel recovery, the real question is

Sun International (SUI) at R4694.00. Dividend yield above 4% on current price? Hard to ignore.

Sun International down 0.6% to R4694.00. Overreaction or justified? My read: overreaction.

Sun International at R4722.00 — price-to-book is starting to look interesting for a SUI entry.

SUI breaking above R4700 on decent volume, but casinos still bleeding cash—need to see actual Q results before celebrating a 1.86% bounce.

SUI at R4722 finally showing some life after that brutal beating, but gaming recovery still hinges on whether international borders stay open and whether locals have actual disposable income left after load shedding grinds the economy down. The +1.86% is nice window dressing, pro