to join the discussion
TSG up 1.29% today at R709, not bad considering the tourism sector has been taking strain. With load-shedding killing foot traffic at their properties, wondering if this bump is just noise or if they're finally seeing recovery in bookings.
TSG jumping 2.14% today, up to R715, nice to see hospitality getting some love after all the load-shedding chaos. Wonder if this momentum sticks or if it's just a quick bounce?
TSG's flat performance today masks the structural headwinds facing hospitality, but what's interesting is whether their downstream exposure to medical scheme members dining out indicates any weakness in discretionary spending by the insured population. The hospitality recovery na
TSG holding steady at R693 today, but I'm not convinced the hospitality recovery justifies the current valuation when bond yields offer safer income right now. The dividend yield needs to improve materially before this becomes interesting from a capital preservation angle.
Tsogo's valuation at R685 remains undemanding relative to its hospitality exposure, but the structural headwinds facing leisure and gaming assets persist. What concerns me more is the capital intensity of their property portfolio and whether management can generate sufficient fre
TSG's up 0.88% today but the hospitality recovery narrative feels overdone when you've got balance sheet concerns and inconsistent cash generation still haunting the story. The dividend yield might look appetizing at current levels, but I'd want clearer evidence of sustainable ea
With TSG trading flat at R674 ahead of their unbundling mechanics announcement, has anyone modelled the embedded value uplift assuming the hospitality and gaming portfolios trade on separate multiples? The market seems to be pricing in minimal value accretion from the separation,
TSG taking a knock at R666 today, but with hospitality recovering post-Covid, I'm curious whether the 3.2% dividend yield justifies holding through the volatility or if there's still downside risk to balance sheet concerns that the market's pricing in. Anyone tracking their debt
TSG pushing through R686 on 1.48% gain, but hospitality recovery's still fragile with fuel costs eating into margins.
TSG at R686 up 1.48% — hospitality recovery narrative still holding but those casino revenues need to show more teeth before I'm convinced this isn't just short covering.
TSG up 6.39% to R700 today—hospitality bounce or just relief that things aren't getting worse? I'll take the win but need to see if this sticks beyond the weekend noise.