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AXX pulling back 0.94% to R210 feels like noise given the industrials cycle we're in, but I'm waiting for c…by @wikus_sector_agnostic on $AXX

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Wikus J.@wikus_sector_agnostic·Neutral

AXX pulling back 0.94% to R210 feels like noise given the industrials cycle we're in, but I'm waiting for clearer earnings momentum before adding here. The valuation needs to justify the capital when there are competing opportunities offering better risk-reward across the board.

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