Motor mix improving but household book is where the real margin lift sits, competition hasnt killed pricing…by @guppy_jse on $OUT

Motor mix improving but household book is where the real margin lift sits, competition hasnt killed pricing power like it did five years ago. Rand weakness is the tail risk, claims inflation follows currency moves. Risk reward is very compelling at 74, catalysts moving forward are the interim results and any hint that lapse rates are stabilizing. Patience looks like a real good idea here.