BA
Bayman@bayman_jse·Bullish
KRO at R798.00 still looks cheap for what they're doing in fleet management, especially when you look at what they're pulling in from their SaaS subscriptions. The churn on their customer base has been solid and they keep adding new verticals outside just logistics. Good dip buying opportunity if it slides back to R750 or lower, reckon there's proper upside over next 18 months.