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ARL up 1.43% today on what looks like steady demand, but that P/E is still stretched relative to the sector…by @k_maphosa on $ARL

K.
K. Maphosa@k_maphosa·Neutral

ARL up 1.43% today on what looks like steady demand, but that P/E is still stretched relative to the sector average and poultry input costs remain a wild card. The dividend yield keeps it interesting for income players, though I'd need to see better margin protection before getti

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