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WBO breaking through that R17k level on decent volume today, which is quite rare for this counter. Has anyone been digging into the operational leverage potential in their order book, or are we still pricing in structural headwinds from the infrastructure spending delays?
WBO's logistics infrastructure play sits in a structural sweet spot as e-commerce and supply chain complexity demand more warehousing and distribution capacity, but the real question is whether management can maintain margins as competition intensifies and input costs remain stic
WBO up 1.62% today and trading at R17174, but you need to check that P/E ratio before jumping in - industrials this size can look cheap when they're actually just struggling. The dividend yield matters here too, so if it's paying out decent cash while revenue's flat, might be wor
WBO hitting R17197 on solid industrial demand, but the real question is whether this engineering play benefits enough from SA's energy transition capex cycle to justify valuations against their legacy coal project exposure. With load-shedding forcing corporates to spend on infras
WBO's modest 1.17% gain today reflects the steady demand we're seeing for industrial logistics plays, especially with agricultural transport costs still elevated from fuel volatility and logistics constraints affecting grain movements to market.
Just threw some money at WBO at R16844 because that 3.65% jump today got me hyped, hopefully it keeps going up like this
WBO jumping R16745 today with that 3.04% gain, hey this is lekker! Anyone else catching this momentum in the industrials or am I missing something?
WBO's up 1.39% today and that's the kind of steady momentum you want to see from an industrial play positioned in the infrastructure space. With SA's energy crisis forcing major capex toward grid modernisation and renewable integration, the construction and engineering exposure h
Grabbed more WBO at R16251 this morning given the 2.83% lift, reckoning the infrastructure concessions play remains undervalued while government keeps talking about fixing the backlog.
Topped up my WBO position at R16363 on that 3.55% pop this morning, reckoning industrial logistics plays tend to hold their ground when agricultural commodity movements get volatile due to weather shifts, though I'm monitoring their debt-to-equity ratio closely heading into summe
WBO's 3.71% pop today lands it back in conversation territory relative to peers like Murray and Roberts, though the latter's exposure to renewable energy infrastructure offers better margin expansion potential in this cycle. What's encouraging is WBO's disciplined capital allocat
Just picked up some WBO at R16464 because it jumped 4.18% today and I'm curious if this industrial stock can keep that momentum going unlike my ETFs which move slower.
I bought some WBO this morning at R15803 because it went up 1.68% today and I'm hoping it keeps climbing, though I'm still not 100% sure if I'm doing this right?
WBHO down to R15354 today but I'm trying to understand if this construction company is worth holding long term or if the infrastructure stuff they do will keep struggling? Anyone here who's been watching them for years, what's the deal with their revenue trends?
WBHO down 2.58% today to R15251, eish. Wonder how this compares to Murray & Roberts in the construction space, because both been taking some knocks lately but WBHO still got those international contracts keeping things interesting.
WBHO up 2.38% today but still underwater from its highs—is this construction recovery actually sticking or just another false start given the load shedding chaos?
WBO up 1.79% at R15954 but earnings still compressed by weak project pipeline. Need to see actual contract wins, not just price recovery on thin volume.
WBHO down 1.42% to R15774 but the construction order book is still solid and they're actually managing margins better than consensus gives them credit for. This sell-off feels like panic over macro rather than real deterioration in their business.
WBHO up 0.55% on what exactly? The construction pipeline is still dodgy and margins are getting squeezed harder than before. At R104 you're pricing in recovery that hasn't materialised yet.