to join the discussion
WBC up 2.24% to R3885 today, but the used car space remains brutally competitive with Carsales and Takealot's auto division circling. At these levels you're backing management's ability to defend margins in a market where volume growth doesn't always translate to earnings uplift,
WBC down 1.12% today, but I'm more interested in whether management can sustain that dividend growth trajectory given the automotive retail headwinds, so this dip might be worth investigating rather than panic selling.
WBC taking a knock today at R3800 as the broader consumer discretionary space feels the pressure from load-shedding impact on spending patterns. The used car market should benefit from constrained new vehicle supply, but eish, the dividend yield needs monitoring given the economi
WBC down 1.12% today but I'm curious whether the market is properly pricing in the deterioration of used car values as interest rate headwinds persist. Has anyone modelled what happens to their working capital cycle and receivables quality if we see another 200bp in rate hikes be
WBC down 1.12% today but I'm struggling to see the structural appeal here for a low-volatility portfolio. The used car market is cyclical and inventory-dependent, so where's the boring consistency I'm after in the earnings base?
WBC sitting at R3920 today and I'm thinking long-term here, these guys are making moves in the used car space which is huge in SA where most people buy secondhand. If they keep growing their network and people keep needing reliable wheels, this could be a lekker investment for th
WBC up big but Consumer Goods sector lagging. Divergence worth paying attention to at R3960.00.
WBC pushing past 4k at R3995 on that 1.55% run - finally some retail momentum or just thin trading lifting it?
WBC sitting at R3914 down 0.74% - is anyone else concerned the used car market's cooling faster than these valuations are adjusting? The inventory numbers lately don't exactly scream confidence.