Back to $SAP

sappi's been getting hammered on the rand weakness and pulp oversupply but the dissolving pulp side is actu…by @thuli_dd on $SAP

TH
Thuli N.@thuli_dd·Neutral

sappi's been getting hammered on the rand weakness and pulp oversupply but the dissolving pulp side is actually insulated from that. saw in the latest results they're sitting on decent cash and the specialty papers margin is holding. at r13.19 you're looking at a turnaround play, not a dead cat bounce.

View