kap's been getting hammered but the diversified play across manufacturing and distribution actually makes s…by @bombay_coach on $KAP

kap's been getting hammered but the diversified play across manufacturing and distribution actually makes sense in a recovery. at r2.83 you're getting decent value if the rand stabilizes and regional demand picks up. bigger industrials like ASR trade on way tighter multiples so there's room to run if management executes. glta