Wilson Bayly Hlm-Ovc (JSE: WBO)

138.95 now, down 2%. Stage 4 tonight so construction stocks taking strain.

Good Morning Everyone. R138.95 now, down 2.06% today.

137.84, good day to top up.

R137.84, down a bit. Not worried.

Good Morning Everyone, 137.84 now, down 2.13% today.

WBO up 1.15% to R169.42, nothing earth-shattering but decent momentum for industrials today. Haven't dug into the latest results yet but the price action suggests some buying interest.

WBO dropping 2.76% to R167.06 is interesting given the industrials sector headwinds, but the real question is whether earnings growth can justify the valuation at these levels. Need to see if they're maintaining margin discipline before jumping back in.

WBO taking a knock today at R167.06, down 2.76%, but the industrials sector is getting hammered across the board so this isn't isolation. Compared to peers like Hudaco or Optimal, WBO's valuation still looks reasonable on a P/E basis if they can maintain earnings through this rou

WBO up 2% today while the broader industrials sector treads water, reckon the logistics play is getting some love on the back of improving freight volumes. Compared to Barloworld at these valuations, WBO's looking a bit leaner on the P/E, though you'd want to check that balance s

Picked up another parcel of WBO at R172 last week and the 2% pop today feels like the market's finally waking up to their operational improvements, though I'm keeping a close eye on whether this breaks above R180 resistance or just another false start.

WBO getting hammered 1.5% today, but that P/E still looks reasonable for an industrial with decent cashflow. Anyone worried about the logistics headwinds or reckon this is noise?

WBO's down 1.44% today but the industrials space is cyclic and this outfit has weathered worse. If they can maintain their dividend yield while revenue stabilises, we could see a meaningful recovery over the next 12 to 18 months as the economy eventually finds its feet.

WBO slipped 1.17% to R16595 today, but the slide looks more technical than fundamental given the industrial sector's resilience. With the current drought cycle pressuring logistics costs across supply chains, I'd want to see their revenue growth holding steady and dividend yield

WBO down 1.17% today, but with our rainfall deficit persisting into the summer months, I'm curious whether the market is pricing in logistics headwinds for agricultural transport, or if this dip is just noise given the company's diversified industrials exposure beyond seasonal co

WBO slipped 1.24% to R16792 today, but that drop looks more like noise than signal given the industrial sector's current headwinds. The real question is whether the dividend yield compensates for the cyclical downturn we're seeing, or if leverage on the balance sheet becomes an i

Took a small position in WBO at these levels after my contacts in the logistics space mentioned their warehouse utilisation rates have climbed back to 87% in Q4, suggesting the industrial real estate headwinds are finally easing despite today's 1.24% dip.

Picked up more WBO at R16869 on this dip, eish, because the logistics play still matters for getting grain to market and their dividend yield keeps rewarding patient holders despite the industrial sector headwinds.

The market's complacency at R17044 is frankly misplaced given WBO's structural headwinds in the logistics and distribution space. Rising fuel costs, freight rate compression, and the persistent weakness in local manufacturing activity should be weighing far more heavily on the va

Everyone's running away from WBO today but I reckon this dip is actually a buying chance, the fundamentals haven't changed that much hey.

WBO's down 3% today but the pullback looks like noise given the company's structural positioning in industrial services where contract visibility typically runs 12-18 months out. At current levels, you're getting decent optionality on margin recovery if input cost inflation moder