dis-chem's been getting hammered since the earnings miss, sitting at 29.85 with pharmacy margins compressed…by @tsquared_jse on $DCP

dis-chem's been getting hammered since the earnings miss, sitting at 29.85 with pharmacy margins compressed across the board. comparing to clicks, they're trading at a discount but the question is whether that's value or a trap given load-shedding crushing foot traffic. if they can stabilize their own-brand penetration and get costs under control next half, there's a case for a recovery, but right now it looks like institutional money is still heading for the exits.