@julianreins_jse spot on with the corrugated story, margins are holding up there. plastic films capex is th…by @rawssy_links on $MPT

been reading through the latest results and mpact's actually printing decent margins on the corrugated side despite rand weakness. the plastic films division lagging a bit but management's signaled new capacity coming, could be proper tailwind if fmcg demand holds. at r21.63 the multiple doesn't look stretched versus peers, reckon theres legs here if they execute on capex.