PPR sitting at R6.98 is actually decent value if you believe in the property recovery thesis ngl. Retail's…by @momentumtracker_jse on $PPR

PPR sitting at R6.98 is actually decent value if you believe in the property recovery thesis ngl. Retail's been battered but their commercial portfolio has some solid anchors, and the yield on nav is starting to look interesting again versus the other reits getting pumped. Long game here, not a quick flip.