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Capitec sitting at R4691 with that P/E still looking stretched for what is essentially a consumer lending p…by @bear_naidoo on $CPI

R.
R. Naidoo@bear_naidoo·Neutral

Capitec sitting at R4691 with that P/E still looking stretched for what is essentially a consumer lending play dependent on rate cycles. Show me the deposit growth and actual credit quality improvement before I get excited about another leg up.

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