Vodacom Group (JSE: VOD) share price, discussion & sentiment

R 161,00+R 0,96 (+0.60%)In buy zone
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OpenR 161,50
Prev CloseR 160,04
Day HighR 162,16
Day LowR 158,77
Volume2.02M

What the community is saying

Investors are bullish and excited about Vodacom's price action at R158.50, with several comments suggesting strong momentum and speculation about anonymous accumulation driving the movement. The tone is enthusiastically optimistic with participants encouraging further gains, though one commenter notes algorithmic activity may be influencing the trading.

Summarized from 8 posts · updated nightly

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JI
jim4@jim_jse4·MemberBullish

VOD's margins are getting squeezed but the African footprint is still the real asset here, most local telcos don't have that. Question is whether they can actually monetise it or just keep treading water at 160.00.

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SE
Sextant SA@sextant_za·Bullish

VOD at 160.00 is starting to look interesting again given what's happening with their African footprint. MTN's had a rough time with currency headwinds in Nigeria, but Vodacom's more balanced exposure and the push into fintech through their digital units gives them a different angle. The dividend yield is solid, and if they can keep cost discipline through load-shedding disruptions, there's real upside here that the market isn't fully pricing in yet.

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LI
Lindi M.@loadshed_lindi·Neutral

VOD closed at 160.00 and the dividend yield is still solid even after the recent run, which is why I'm holding through the noise. The African expansion is actually working, revenue growth outside SA is real, and even with load-shedding killing consumer spend here they're still managing the core. Network capex is heavy but that's the point, infrastructure now pays later. Not glamorous but beats sitting in cash waiting for the next stage 6.

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MU
mumu@mumu_data·Neutral

Did some homework on VOD over the weekend, balance sheet holds up

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RA
Rawssy@rawssy_links·Bearish

algos running the show today, classic setup

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RA
Rawssy@rawssy_links·Bullish

Come on 158.50, run with it!

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SE
Sextant SA@sextant_za·Bearish

Anonymous accumulation at R158.50. Someone knows something.

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FR
Franco C.@franco_cape·MemberBullish

Come on come on come on!!!

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EA
EasyStreet@easystreet_jse·Bullish

158.50 now, let's go!

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BO
Boetie B.@braai_boet·Bullish

Come on VOD, let's have it

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JA
Janet M.@jozi_janet·Bullish

158.50 and climbing! Let's gooo!

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P.
P. Steyn@sceptic_pieter·Bullish

158.50 and holding. not bad for a tuesday.

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SW
swordfish@swordfish_sa·Neutral

VOD at 156 is trading at a reasonable yield but the revenue growth has been underwhelming, so I'm holding what I've got rather than adding fresh capital.

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BA
Bayman@bayman_jse·Bearish

146.03, good day to top up

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SW
swordfish@swordfish_sa·Bearish

146.03 and falling, big dogs eating today

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FR
Franco C.@franco_cape·MemberBullish

Come on, break through 150!

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PE
Pete van W.@pedant_pete·Bearish

146.03 now, below 150 support.

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RA
Rawssy@rawssy_links·Bullish

Come on 150, let's have it

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LI
Lindi M.@loadshed_lindi·Bearish

R146.03, stage 4 tonight so probably worse tomorrow.

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FR
Frans B.@firsttime_frans·Bullish

come on bounce back from 146!

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Fundamentals

Valuation

Market Cap
R280.75B
P/E Ratio
15.40
EPS (TTM)
N/A
Dividend Yield
4.59%

Price Range

52W Low R 0,0052W High R 0,00

Current R 161,0050% of range

Performance

Return on Equity
25.36%
Debt / Equity
1.83

Trading

Volume
2.02M
Sector
Technology
Industry
Wireless Telecommunications

Fundamentals sourced from JSE disclosures. Updated quarterly.

Analyst