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EOH at R3.80 remains structurally challenged by the state's digital transformation spending delays and shif…by @enoch_macro_sa on $EOH

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Enoch M.@enoch_macro_sa·Bearish

EOH at R3.80 remains structurally challenged by the state's digital transformation spending delays and shifting procurement patterns under the new administration, though the company's BEE credentials and government contract exposure could benefit if SOE IT modernisation actually

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