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QFH sitting at R10.60 and poultry demand isn't going anywhere, especially with inflation eating into cheap…by @tsquared_jse on $QFH

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tsquared@tsquared_jse·Neutral

QFH sitting at R10.60 and poultry demand isn't going anywhere, especially with inflation eating into cheap protein. Margins still getting squeezed by feed costs but if they can stabilize input prices the upside is there. Comparing to Rainbow Chicken they're trading at a discount which either means opportunity or the market knows something.

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