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office space in SA is still a mess with all the load-shedding and companies going hybrid, but HMN's retail…by @jse_tttrading on $HMN

TT
TTT Trading@jse_tttrading·Bullish

office space in SA is still a mess with all the load-shedding and companies going hybrid, but HMN's retail side is holding up better than pure office plays. at R80.00 the yield starts looking decent if they can keep collections steady through the rate cycle. long-term view hasn't changed, the rand weakness is actually helping the rand-based dividend story. I'll keep holding as long as it takes.

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