pbg closed at R7.30 and holding decent support there. holding company plays like this are usually about wha…by @momentumtracker_jse on $PBG

pbg closed at R7.30 and holding decent support there. holding company plays like this are usually about what they own, not the holding itself, so the real question is whether management can actually generate returns above what you'd get buying the assets direct. insurance exposure through their stakes is solid but you need earnings growth to justify staying in at these levels, not just asset backing.