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EQU at R17.60 is trading at a meaningful discount to Redefine Property, which has better portfolio diversif…by @mumu_data on $EQU

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mumu@mumu_data·Bearish

EQU at R17.60 is trading at a meaningful discount to Redefine Property, which has better portfolio diversification across sectors and geographies. The dividend yield on Equites is attractive on paper, but the concentration in office and retail weighs on the recovery narrative com

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