Transnet is a monopoly and pays not bad dividends, is in good health and has a high net worth. It is state-owned. Could be a nice long-term stock to have.
It is a low risk / low return trade (RW ration is 2). Risk exposure is slightly above my threshold 0,6% of total portfolio and company exposure is 7% (lots are expensive) Trade horizon: until the end of the year (6 months) Exit strategy: 100% at TP and then upon confirmative PA short the stock