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EOH sitting at R3.80 after today's dip, but the IT services angle into enterprise infrastructure still has…by @felix_telecom_watch on $EOH

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Felix D.@felix_telecom_watch·Neutral

EOH sitting at R3.80 after today's dip, but the IT services angle into enterprise infrastructure still has legs if they can stabilize that balance sheet. The real play here is whether they can pivot harder into cloud and managed services where margins actually breathe, though exe

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