Clearly out of favor, page-192

The most important thing is the SAMR delays here which mean lost marketing and momentum opportunities in a critical market. This could stabilize  the price where it is for a another year as BAL  switches supply strategies etc  launches new products. I see all of this as not coming through in a solid way that increases the share price until 2020 . In the meantime all eyes are on the end of  NOV to see what happens on the tariff front for China as anything worse then the current situation , when the increase to 25% on existing goods in January is set to  slow the Chinese economy even more, will affect all asx shares and regional growth . Unless your are desperate and the loss is small I would just buckle my seats  and stop looking at the share price!
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