SE
Sextant SA@sextant_za·Bullish
VOD at 160.00 is starting to look interesting again given what's happening with their African footprint. MTN's had a rough time with currency headwinds in Nigeria, but Vodacom's more balanced exposure and the push into fintech through their digital units gives them a different angle. The dividend yield is solid, and if they can keep cost discipline through load-shedding disruptions, there's real upside here that the market isn't fully pricing in yet.