NTD 1.18% 43.0¢ ntaw holdings limited

Ann: Acquisition of Black Rubber, page-13

  1. 18,323 Posts.
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    Management seem to be prepping the market for an eventual loss of the Cooper business (albeit, still a fair way off). Maybe they are just being ultra conservative...ie. assume the worst, and then nobody will be shocked if we lose the Coopers business, whilst nicely setting up for a rerate if we actually end up retaining it.
    Last edited by WangChung: 03/11/21
 
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