MTS have investments in retailers, some in full some in part. AMAZON is strong in Asia....so is the convenience shopping channel. in fact, physical convenience retail in our part of the world is growing very, very fast. to be honest, anyone that takes a rock hard view on the future must be one (or more) of the following;
1. CEO of AMAZON
2. Nostradamus
3. Courageous
Outside if that, it's guess work. I'm happier to see businesses that know the industry they are in and are trying to build some agility / responsiveness. I think MTS know their point of difference - they do need to execute well and communicate a touch more.
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