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Hi mal, What if current IO conditions last longer than 12...

  1. squidd
    3,910 Posts.
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    09/10/14
    07:07
    Post #: 14097250
    Hi mal,

    What if current IO conditions last longer than 12 months? The level of over-supply is actually predicted to increase over the next 12-18 months as the big 3 continue to bring more production online. Going by SDL's own graphs, it could be 3 years before supply and demand reach equilibrium again, maybe longer if Chinese domestic production doesn't wind back as predicted.

    Good luck!
    SDL Price at posting: 4.8¢ Sentiment: Hold Disclosure: Not Held
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    lightbulb Created with Sketch.  Great analysis
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