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WBO's logistics infrastructure play sits in a structural sweet spot as e-commerce and supply chain complexi…by @ntombi_food_stocks on $WBO

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Ntombi L.@ntombi_food_stocks·Neutral

WBO's logistics infrastructure play sits in a structural sweet spot as e-commerce and supply chain complexity demand more warehousing and distribution capacity, but the real question is whether management can maintain margins as competition intensifies and input costs remain stic

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