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MST's been getting hammered but the distribution model is solid when the cycle turns. Hardware refresh cycl…by @easystreet_jse on $MST

EA
EasyStreet@easystreet_jse·Bullish

MST's been getting hammered but the distribution model is solid when the cycle turns. Hardware refresh cycles are real, corporates still need kit. At R15.25 you're not paying a premium like you would for the sexy software plays, and that's the point. Long-term if load-shedding doesn't kill local demand completely, this recovers.

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