TT
TTT Trading@jse_tttrading·Neutral
zeda's got decent rental fleet utilization even with load-shedding hitting tourism, and the balance sheet isn't bleeding cash like some consumer discretionary plays. at r14.70 the yield's starting to look interesting if they can keep capex sensible. long-term view hasn't changed, bunch of macro noise around em credit but car rental usually bounces back harder than people expect once rates finally stop.