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CPP sitting at R10.95 is cheap on a yield basis compared to the majors. Problem is the portfolio needs bett…by @scandi_jse64 on $CPP

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Scandi64@scandi_jse64·Bullish

CPP sitting at R10.95 is cheap on a yield basis compared to the majors. Problem is the portfolio needs better tenants, not just occupancy. Once management lands a blue chip anchor tenant on one of the vacant floors, watch the rerating happen. That's when the money comes in, simple as that.

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