Utilico Insights - Jacqueline Broers assesses why Vietnam could be the darling of Asia for investors. Watch the full video here.
scaremongering and manipulation at its best!!! it opened at 60 on positive trading update but is now almost close to where it was today bcos of the previous known facts (DOJ matter)... a buying opportunity I guess...
Interesting to see board is still fighting the case, think most of the allegations were almost exclusively prior indivior's existence so the common sense says elephant's gone its just the tail that's left... let's see... I have doubled down at 51.
The market cannot ignore such a huge out-turn of recent events. it was all priced in to go bust but after today's RNS.. its showing resilience of the business and strong demand of product.
Even if fine is say 600m usd, we still have tons of cash and will be generating more over the coming months/quarters. With a tiny p/e of under 2, this deserves some nice re-rate in-line with its market peers.
The drop looks way overdone considering one off item and revenue impact for time being.... debt only around circa. 60m and cash much higher to cover operations for the future with nice EPS... i am a buyer at these levels... roll on Monday
Nice rally over the past two days... still holding the baby... lets hope tomorrow is full of goodness and we build upon the gains. Gla
A bit of breather before we go back to a sensible level