SA Listed Property remains one of our most favoured sectors. In our opinion it offers significant value at current levels and results across the sector attest to this. In this short video we take a look into the most recent price movement addressing the key points of interest.
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SA Listed Property: Strength to Strength
15 December 2022
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Stellar results this quarter strengthen our conviction that the massive investments made in Cloud and AI infrastructure are beginning to translate into accelerating revenue growth, rapidly expanding backlogs, and stronger profitability. Consequently, we remain bullish on the major hyperscalers and believe we are still in the early stages of AI monetization.