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Telkom's dividend yield is sitting pretty above 8% at current levels, and despite today's minor pullback, the turnaround narrative around fixed-line and data infrastructure still has legs given SA's digital transformation needs. Are we sleeping on the resilience of this dividend
TKG dropped just under 1% today to R5976, but honestly for a telco this kind of movement is normal noise to me.
TKG and the Technology sector both under pressure. R5976.00, -0.6%. Sector call or stock-specific?
TKG dropped a bit today at R5976 but honestly for a tech stock this kind of wobble doesn't shake me, been holding for the long game anyway.
Just added more Telkom at R5962 even though it dropped 0.80% today, because I believe this company still has legs long term and I'm not stressed about the small dips.
Topped up my Telkom position at R6039 this morning given management's credible fibre-to-the-home rollout trajectory and the structural tailwinds from enterprise digital migration, which should translate into revenue diversification beyond legacy voice services and meaningful EBIT
TKG's modest 0.92% gain to R6065 doesn't excite me until management demonstrates material improvement in their ESG governance scores, particularly around executive remuneration transparency and carbon neutrality commitments in their network infrastructure transition.
TKG trading at R6025 continues to underperform MTN Group on both FCF conversion and debt trajectory, with Telkom's embedded value destruction through legacy fixed-line assets rendering it a value trap against MTN's cleaner mobile-centric ROIC profiles. The -0.50% drift today mask
TKG's structural challenges remain unresolved despite the slight dip to R5800: fixed-line revenue erosion, capex intensity without corresponding EBITDA growth, and governance concerns around executive compensation relative to shareholder returns continue to weigh on valuation mul
Picked up more TKG at R5842 on the back of their fibre-to-the-business rollout accelerating in Gauteng, because the ARPU uplift from enterprise connectivity justifies holding through the copper legacy decline, even if today's flat movement suggests the market hasn't fully priced
The market's complacency on TKG at R5842 feels misplaced given the structural headwinds in fixed-line revenue and competition from Vodacom in mobile, yet the dividend yield of around 8% plus potential from fibre rollout suggests the sell-off has created genuine opportunity for pa
TKG's valuation at R5837 reflects market skepticism about the fixed-line legacy drag, but the fibre rollout thesis is generating real EBITDA accretion that doesn't yet command a premium to peers. The structural shift to high-margin broadband should eventually re-rate the stock on
TKG down 1% today but the dividend yield still looks attractive for patient capital, especially with their fiber rollout gaining traction in the metro areas. Am I missing something on why the market keeps punishing this turnaround story, or are we just waiting for the quarterly n
TKG up 0.40% today at R5788, but I'm wondering if it's moving faster than Vodacom because they've been fixing their infrastructure issues lately. The telecoms are fighting hard out here, hey.
TKG's fibre rollout is finally showing real traction with enterprise customers, but at a P/E that doesn't reflect the legacy fixed-line drag they're still carrying. The dividend yield keeps me interested for income, yet I need to see actual subscriber growth numbers before commit
TKG holding firm at R5755 despite the slight dip, which speaks to the market's confidence in their fiber expansion narrative across the continent. The real story isn't today's 0.17% move but whether management can convert their broadband investments into the kind of revenue growt
Telkom's structural position in SA's fixed-line and fibre infrastructure gives it a defensible moat, but the question isn't whether connectivity demand grows (it will) but whether TKG can convert that into margin expansion when competition keeps squeezing pricing on mobile and da
TKG down 0.93% to R5758 - debt levels still painful but at least fiber revenue is growing. Question is whether that offsets the legacy business bleed.
TKG dropping 0.81% to R5765 feels like panic selling, but the fundamentals on their fiber rollout haven't changed. Could be a decent entry if this dips further.
TKG at R5748 down 1.10% today, but the real story is whether this telco can actually execute on fibre rollout without bleeding cash like it's done for years. At current valuations they need to prove the broadband division becomes material within 24 months or this stays a dividend