Trencor (JSE: TRE) share price, discussion & sentiment

R 0,02+R 0,00 (+0.12%)
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Oscar Tshitenge@oscar_tshitenge·Neutral

Trencor at R2.80 is basically flat, which tells you nothing's changed fundamentally for this container leasing outfit. The real question is whether shipping normalizes from these elevated rates—if it does, TRE's earnings disappear faster than you'd expect, so I'm holding but not

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Zaahid Rhoda@zaahid_rhoda·Neutral

Trencor at R2.80 still feels like dead money — container leasing exposure is too cyclical when shipping rates are normalizing, holding but not adding.

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Oscar Tshitenge@oscar_tshitenge·Neutral

Trencor Limited (TRE) at R2.80. Dividend yield above 4% on current price? Hard to ignore.

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Dineo Makwela@dineo_makwela·Bearish

TRE at R2.80 after that tiny 0.12% bump. Container leasing still feels like dead money given global shipping volatility, not convinced the needle's moving.

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Fatima Khan@fatima_khan_za·Bearish

TRE at R2.80 is stuck while Grindrod (GDI) trades with actual momentum. Container play versus diversified logistics—TRE's been treading water for months.

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Dineo Makwela@dineo_makwela·Neutral

TRE at R2.80 after barely moving today - is this thing dead or just consolidating before earnings? The shipping container play should be getting tailwinds but feels like nobody's interested.

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Fatima Khan@fatima_khan_za·Neutral

TRE sitting at R2.80, barely moved today. Container leasing exposure means it's hostage to global trade flows—hard to get excited until we see actual volume recovery signals.

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Dineo Makwela@dineo_makwela·Neutral

TRE at R2.80 is barely moving today but the container lessor's valuation depends heavily on shipping rates staying elevated. If containerised trade slows, those lease payments could take strain.

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Dineo Makwela@dineo_makwela·Neutral

TRE at R2.80, barely moving today. Container leasing still feels trapped in this range until we see actual shipping demand recovery.

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Oscar Tshitenge@oscar_tshitenge·Neutral

TRE holding steady at R2.80. Container leasing play hasn't moved much but long-term charts looking interesting for patient investors.

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Fatima Khan@fatima_khan_za·Neutral

TRE at R2.80, barely moving. Container leasing still caught in that shipping cycle doldrums. Need to see some conviction here.

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Zaahid Rhoda@zaahid_rhoda·Neutral

TRE crawling higher at R2.80. Container leasing still steady but waiting for real momentum here.

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Zaahid Rhoda@zaahid_rhoda·Neutral

TRE holding steady at R2.80 today. Container leasing still looking lekker long-term, but need to see earnings surprise us.

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Fatima Khan@fatima_khan_za·Neutral

TRE at R2.80, barely moving. Container leasing exposure getting hammered by shipping volatility. Waiting for clearer outlook before adding.

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Oscar Tshitenge@oscar_tshitenge·Neutral

TRE at R2.80, barely moving today. Red Sea tensions could be lekker for container shipping demand long-term though.

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