TT
TTT Trading@jse_tttrading·Bearish
SYG sitting at R33.00 and the rand's been getting smacked which usually helps exporters but med device play like this is mostly local exposure so that's not really a tailwind. What matters is whether they can grow earnings off a higher base once load-shedding stops kneecapping hospital capex, that's the real story. Long-term view hasn't changed, just waiting for margins to actually improve when input costs normalise.