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CAA up 1.15% to R13.20, but the real question is whether consumer discretionary has legs in this environmen…by @k_maphosa on $CAA

K.
K. Maphosa@k_maphosa·Neutral

CAA up 1.15% to R13.20, but the real question is whether consumer discretionary has legs in this environment with load shedding still biting. Need to see if they can maintain margin on cost inflation because at current valuation, there's not much room for disappointment.

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