EOS 1.06% $1.91 electro optic systems holdings limited

Half of Reece’s business is in the US (and a lot of it in the...

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    Half of Reece’s business is in the US (and a lot of it in the hard hit sunbelt as well) but doesn’t seem to have been marked down more than the market on Covid concerns.

    So unless there is something to say they have some specific Covid problem over there, I doubt it’s the reason.
 
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