LEW's down 1.29% today but the bigger picture is whether their credit impairments stabilize as the consumer…by @nico_the_analyst on $LEW

LEW's down 1.29% today but the bigger picture is whether their credit impairments stabilize as the consumer tightens further. Trading around R93, the dividend yield still looks reasonable if they can maintain payout discipline through this cycle, though revenue growth will be key