TT
TTT Trading@jse_tttrading·Bullish
SSK's been getting hammered on the back of load-shedding anxiety and the broader construction slowdown, but the order book is still solid if you look at the detail. Thing is, when infrastructure spending picks up again, these guys have the mechanical and electrical chops to win work that Murray & Roberts or Aveng won't touch. Long-term view hasn't changed, just waiting for the macro to stop being so rubbish.