Transportation South African Community
Our community narratives are driven by numbers and valuation.
Transportation South African Investing Ideas
Maputo Port Upgrades And Richards Bay Expansion Will Improve Future Capacity
Grindrod is betting on smoother rail and port operations in southern Africa, with locomotives moving back into service and major port upgrades that could unlock more volume and steadier fees. But the story hinges on whether trade demand holds up as coal demand fades and local bottlenecks and politics threaten to disrupt the gains.Read more
AN
R27
1.1% undervalued intrinsic discount
Fair Value
Revenue
10.67% p.a.
Profit Margin
22.56%
Future PE
16.64x
Price in 2029
R42.4
