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ART at R39 is trading at a reasonable entry point for industrials, but the key question is whether the engi…by @jse_tttrading on $ART

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TTT Trading@jse_tttrading·Neutral

ART at R39 is trading at a reasonable entry point for industrials, but the key question is whether the engineering and manufacturing exposure justifies holding through a potential slowdown in capex cycles. Revenue growth and margin expansion will need to outpace inflation to move

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