ENX sitting at R2.06 is painful but lease companies are getting crushed on rate hikes and weak capex spend.…by @jse_tttrading on $ENX

ENX sitting at R2.06 is painful but lease companies are getting crushed on rate hikes and weak capex spend. Long-term view hasn't changed, balance sheet is solid, but yeah the macro is just not helping anything in industrials right now. Inflation very high, banks won't budge on rates, so rental demand stays soft. I'll keep holding as long as it takes but ngl this is a slog.