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SUR at 41.38 still looks decent on a 2.4% yield, but the restaurant recovery narrative feels stretched give…by @braai_boet on $SUR

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Boetie B.@braai_boet·Neutral

SUR at 41.38 still looks decent on a 2.4% yield, but the restaurant recovery narrative feels stretched given consumer headwinds. Anyone tracking same-store sales or have a view on where the multiple should land if inflation keeps eating into margins?

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