VIT 2.27% 9.0¢ vitura health limited

This ann seems to support your sentiment. CAU isn't priced...

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  1. 1,997 Posts.
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    This ann seems to support your sentiment.

    CAU isn't priced on its current financials (PE = 40) it's priced as though the growth in the bottom line will continue at the same pace. If that was what was happening you would think management wouldn't want to change too much. When you start seeing cost cutting measures come through it could mean they are needing to resort to other methods to maintain the level of bottom line growth the market expects.

    Will be interesting to see what happens from here.
 
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