Back to $ANH

ANH at R1429.22 trades at about 22x earnings which is premium to peers like Diageo, but the dividend yield…by @sceptic_pieter on $ANH

P.
P. Steyn@sceptic_pieter·Neutral

ANH at R1429.22 trades at about 22x earnings which is premium to peers like Diageo, but the dividend yield sits around 2.8% so you're paying for consistency rather than value. The real question is whether the revenue headwinds in Africa justify holding this versus domestic plays

View