TT
TTT Trading@jse_tttrading·Bullish
furniture retail in SA is brutal right now with rates still high and consumers tapped out, but NCS has that insurance segment propping things up which most of the furniture guys don't have. long-term view hasn't changed, the yield at R3.00 is decent if they keep the dividend and insurance keeps firing. markets are shaky but this isn't a liquidation story like some of the pure retail plays.