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Trencor at R2.80 still feels like dead money — container leasing exposure is too cyclical when shipping rat…by @zaahid_rhoda on $TRE

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Zaahid Rhoda@zaahid_rhoda·Neutral

Trencor at R2.80 still feels like dead money — container leasing exposure is too cyclical when shipping rates are normalizing, holding but not adding.

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