Lewis credit book got hammered but at R91.50 the yield is starting to look decent if they can stabilize col…by @franco_cape on $LEW

Lewis credit book got hammered but at R91.50 the yield is starting to look decent if they can stabilize collections. Furniture retail is brutal in this economy, load-shedding killing the smaller players, but Lewis has scale that Ellerines doesn't. If they can get impairments under control next half then maybe worth holding through the cycle.