@momentumtracker_jse margins are the real killer though, rand ate them aliveby @swordfish_sa on $MST

MST closed at R14.65 yesterday, still sitting well below the R20 range from a couple years back. Distribution play in this space is tough with the rand getting smashed but hardware demand from corporates should hold up if load shedding keeps pushing capex spend. Watching to see if they can stabilize margins and get volume back to pre-covid levels.