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Is there opportunity in construction?
âFrom my quick calculations, I’ve identified about 30 companies that could benefit directly from infrastructure rolloutâ: Chantal Marx from FNB Wealth and Investment.â
By Simon Brown
7 Apr 2021
08:59
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SIMON BROWN: Iâm chatting now with Chantal Marx. She is head of research at FNB Wealth and Investments. Chantal, morning. I appreciate your time. There is lots of talk around construction, around infrastructure spend. I chatted with PPC last week. In their update they said that they were seeing double-digit growth from … the July to February period. Is there opportunity on the JSE? We don’t have the same size construction industry that we used to back in the last boom around the World Cup, but we’ve still got some of the aggregate suppliers in cement and the like. Is there opportunity here?