Cheap vs peers26 Mar 2022 14:06
Two reasons this is cheap today. A seller has held this down at 30% discount vs other generalists like HVPE, PIN, NBPE on 25% but has also late reporting of NAV uplift due that could add around 8%.
Good amount in industrials and consumer and suitably diverse. Short-term should do well, otherwise will do well in the long-run and certainly out perform peers in the short and mid-term.
Other than commodity plays I cant see anything better than ICGT.