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Stock Pick - 21 June 2010
Stock Pick: Altech [6200]

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More Stock Pick Videos 		Transcript:

Erika van der Merwe: Rudi, Altech being your stock pick talk to us more about the company - is this their strategy or more a valuation story?

Rudi van der Merwe: It’s mainly a valuation and dividend yield story. At this stage their forward dividend yield is probably in excess of 6% at current levels. It’s pretty defensive with around 88% of revenues annuity based. I just think with a slowdown in economic activity it’s not likely to be as hard hit as other sectors.

Erika van der Merwe: Their strategy in East Africa?

Rudi van der Merwe: It seems to be gaining traction. We will have to see if the margins come through. I think East Africa is a little bit vulnerable but the telecommunications industry in East Africa shows a lot of promise and Altech seems to think over the next couple of years that potentially will become its next revenue contributor.

Broker:
Rudi van der Merwe, Standard Financial Markets


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