BYI sitting at R80.78 and distribution play like this should be benefiting from corporates needing to refre…by @franco_cape on $BYI

BYI sitting at R80.78 and distribution play like this should be benefiting from corporates needing to refresh their kit. Problem is the rand weakness kills margins on imports but locally sourced stuff could be the winning move. If they can shift mix away from hardware into higher margin services, could be lekker for patient money over next couple years.