[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Smalltalkdaily Research [@smalltalkdaily](/creator/twitter/smalltalkdaily) on x 21.8K followers Created: 2024-09-27 12:11:12 UTC Market reacting (or) as I believe over-reacting to the H1 2024 trading update from $JSECMH Combined Motor Holdings #CMH -XXXX% to 3250 cents in above average daily trade - not that daily trade is every huge @R1,7m per day Company in a brief statement states its H1 guidance is for HEPS to be XX% t0 XX% lower to range of XXX cents to XXXXX cents per share #CMH much like $JSEMTH Motus & $JSESPG Super Group also issued weak updates on poor new vehicle sales data. How is market shocked at #CMH update? Both #MTH & #SPGs hit on their trading updates but recovered as market woke up to prospects in changing market environment #CMH, unlike #MTH & #SPG is stuffed with cash, the latter are filled with debt #CMH, unlike #MTH & #SPG generated XX% of its group FY2024 profit from First Car Rental First Car Rental is H2 biased for the summer tourist season, thus this current H1 period presumable saw softer demand due to the awful wet & cold Cape winter & tourist draw of Olympics? With interest rates on the turn & #CMH having a range of affordable vehicle brands ... with Suzuki perennially a top X sales brand in South Africa alongside its Chinese brands, H2 for #CMH, like #MTH & #SPR should see improved demand I doubt there is any institutional selling of #CMH on this trading update, as if they sell they will not be able to buy it back I have owned #CMH for years, conservative business model, cash-stuffed balance sheet & majority owner-managers who have 50+ years experience in the sector. I'm hanging in  XXXXX engagements  **Related Topics** [h1](/topic/h1) [$jsespg](/topic/$jsespg) [$jsemth](/topic/$jsemth) [$jsecmh](/topic/$jsecmh) [Post Link](https://x.com/smalltalkdaily/status/1839638920239177773)
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Smalltalkdaily Research @smalltalkdaily on x 21.8K followers
Created: 2024-09-27 12:11:12 UTC
Market reacting (or) as I believe over-reacting to the H1 2024 trading update from $JSECMH Combined Motor Holdings
#CMH -XXXX% to 3250 cents in above average daily trade - not that daily trade is every huge @R1,7m per day
Company in a brief statement states its H1 guidance is for HEPS to be XX% t0 XX% lower to range of XXX cents to XXXXX cents per share
#CMH much like $JSEMTH Motus & $JSESPG Super Group also issued weak updates on poor new vehicle sales data. How is market shocked at #CMH update?
Both #MTH & #SPGs hit on their trading updates but recovered as market woke up to prospects in changing market environment
#CMH, unlike #MTH & #SPG is stuffed with cash, the latter are filled with debt
#CMH, unlike #MTH & #SPG generated XX% of its group FY2024 profit from First Car Rental
First Car Rental is H2 biased for the summer tourist season, thus this current H1 period presumable saw softer demand due to the awful wet & cold Cape winter & tourist draw of Olympics?
With interest rates on the turn & #CMH having a range of affordable vehicle brands ... with Suzuki perennially a top X sales brand in South Africa alongside its Chinese brands, H2 for #CMH, like #MTH & #SPR should see improved demand
I doubt there is any institutional selling of #CMH on this trading update, as if they sell they will not be able to buy it back
I have owned #CMH for years, conservative business model, cash-stuffed balance sheet & majority owner-managers who have 50+ years experience in the sector. I'm hanging in
XXXXX engagements
