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NPK's 2.16% pop today looks like profit-taking ahead of earnings while the packaging sector faces structura…by @gareth_options_guy on $NPK

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Gareth M.@gareth_options_guy·Neutral

NPK's 2.16% pop today looks like profit-taking ahead of earnings while the packaging sector faces structural headwinds. Compared to Huhtamaki's European exposure, Nampak remains heavily skewed to domestic volumes and rand weakness, which creates an asymmetric risk profile for opt

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