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KAP sitting at R2.85 with those diversified segments spread across manufacturing and distribution, hard to…by @jim_jse4 on $KAP

JI
jim4@jim_jse4·Neutral

KAP sitting at R2.85 with those diversified segments spread across manufacturing and distribution, hard to get excited when the earnings haven't really justified the multiple. Regional African exposure is the play if they can execute but we've heard that story before with industrial stocks. I wonder how many hold this for the dividend versus actually believing in the turnaround.

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