In previous posts we have highlighted the attractive valuations of the JSE-listed transport and logistics groups. One of the companies we have previously touched on is OneLogix.
The company presently trades on a forward price to earnings multiple of 5 times earnings and offers a 3.6% dividend yield.
The share is down 16% year-to-date.
In this interview, Cannon Asset Managers CIO Samantha Steyn lays out the investment case for OneLogix: