Spar Group remains one of our key defensive SA Inc. counters.
5 reading min
04 Jun 2020
Insights
Spar Group remains one of our key defensive SA Inc. counters, to the extent that; a) it operates in the defensive segment of retail, b) has a geographic diversity of earnings sources, c) has self-help levers in the off-shore operations, which provides some earnings growth momentum and finally, d) its ZAR hedge quality.
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