I read lot of articles about supply chain disruption and inflation. Given SES is such a small player I don’t think supermarkets will let them push higher prices to customer (their product is already quite expensive).
One thing that worries me is the order book, we use to get lot of buy orders than sell orders. But recently order book is more balanced. Is the sentiment changing?
I would like to know what others think about this, especially given we will get a quarterly update soon.
SES Price at posting:
29.0¢ Sentiment: None Disclosure: Held
