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ISB's got some serious structural headwinds in consumer goods right now, but at R0.74 the valuation's becom…by @bayman_jse on $ISB

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Bayman@bayman_jse·Neutral

ISB's got some serious structural headwinds in consumer goods right now, but at R0.74 the valuation's become interesting if they can stabilize margins and get volume back. Long-term play depends on whether management can navigate the cost environment without hammering their divid

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