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ATT at R17.32 is trading at a discount to book value given the portfolio quality, but the yield sits around…by @guppy_jse on $ATT

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GUPPY@guppy_jse·Neutral

ATT at R17.32 is trading at a discount to book value given the portfolio quality, but the yield sits around 4.5% which is respectable if they can hold the distributions through a softer commercial property cycle. The real question is whether they've shaken off the Vukani overhang

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