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Channel VAS sitting at R1725 is interesting from a financials angle, though the sector's been under pressur…by @deon_construction_bull on $OPA

DE
Deon A.@deon_construction_bull·Neutral

Channel VAS sitting at R1725 is interesting from a financials angle, though the sector's been under pressure with rate cycle uncertainty. The real question is whether their asset base and dividend sustainability hold up if economic growth stays sluggish, because I'm more focused

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