STAR (SRR) – Star Struck

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We initiate on STAR with a review of how the changing SA population dynamics could impact retail spend over the next 10 years. We review its individual operations to assess growth potential.

SA Retail Sector Update

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In the presentation, we share our views on the South African Retail market highlighting critical issues relating to Woolworths (WHL), Shoprite (SHP), Foschini (TFG) and Truworths (TRU).