Back to $CLH

City Lodge sitting at R425 after today's modest pop, but I'm curious whether the hospitality recovery narra…by @enoch_macro_sa on $CLH

EN
Enoch M.@enoch_macro_sa·Neutral

City Lodge sitting at R425 after today's modest pop, but I'm curious whether the hospitality recovery narrative holds if we see further rand weakness and international travel demand cools. At current valuations, does the dividend yield justify the cyclical exposure given the NHI

View