i think wld, the main thing will be china potential. if they can replicate success of say like a TWE or BKL, and boost their china % sales long run will be the key. Indonesia and vietnam/middle east will always form the 'core' but china will be the constant growth. Just like for TWE, the core will always be USA/Australia(not huge growth) and the growth is China.
shipments will be commencing by october or so which isnt too far away.
Looks fairly under valued considering the massive ship. capacity added, with another one to be added in 2017.
Profit of course important from the 'core' markets which we will get a profit update by july i imagine.
June will be the largest shipments in their entire history i imagine, led by indonesia and middle east.
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