MO
MomentumTracker@momentumtracker_jse·Neutral
SPG closed at R17.30, stuck in that range for weeks now. Fleet rental and logistics play should benefit when the economy picks up but earnings have been flat. Comparable transport stocks like Barloworld trade on better multiples, worth watching if SPG can show actual growth again. Long term thesis is solid if they can cut costs through load-shedding chaos.