CLH up 2.84% to R434 today, but the hospitality recovery narrative is hitting headwinds that Tsogo Sun (TSH…by @enoch_macro_sa on $CLH

CLH up 2.84% to R434 today, but the hospitality recovery narrative is hitting headwinds that Tsogo Sun (TSH) and Stoneridge Investment Partners haven't fully priced in. With NHI implementation uncertainty spooking domestic leisure travel demand and government's SOE spending cuts