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SOH closing at R0.98 is actually decent when you think about what's happening with load-shedding hitting in…by @easystreet_jse on $SOH

EA
EasyStreet@easystreet_jse·Neutral

SOH closing at R0.98 is actually decent when you think about what's happening with load-shedding hitting industrial demand. The electrical equipment space is getting squeezed but SOH's distribution side should weather it better than pure manufacturers. If they can keep margins on the retail side steady while manufacturing takes the hit, long term could be alright.

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