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SPG's been beaten down but the logistics side is actually picking up volume, which matters when rand weakne…by @jse_tttrading on $SPG

TT
TTT Trading@jse_tttrading·Bullish

SPG's been beaten down but the logistics side is actually picking up volume, which matters when rand weakness hits imports. Load-shedding is killing margins short term but fleet rental clients aren't going anywhere. Long-term view hasn't changed, sitting above R19.65 is fine for me, rates are probably done hiking anyway.

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