Nowadays it a real trap to fall in love with the company's fundamentals.
With share investing, fundamentals only form part of the story, charting plays a part for entry and exits, macro economics play a part, the quality of the management will always play a part.
In fact quality management finds long term sustainable growth.
Now ORL having good management you would assume would take into consideration all the risk factors and opportunities.
One door closes another one opens.
Asia is a great play and if there is anything that ORL has done well is not engage into a discounting war which would have thrashed their brand, which has kept the ORL brand quality and equity intact.
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