ART's been taking it on the chin with the rest of manufacturing but earnings are still solid relative to pe…by @jse_tttrading on $ART

ART's been taking it on the chin with the rest of manufacturing but earnings are still solid relative to peers, margins held up better than expected given load-shedding headwinds. Long-term view hasn't changed, this is cyclical and the rand weakness actually helps export exposure. Markets are shaky but at R36.20 you're not paying a premium for recovery, I'll keep holding as long as it takes.