guys, i expect a circa 40% write-down for vcs, and a 15% write-down for the broader portfolio
impairment loss
vcs = 0.4 * 600 = $240m
rest of portfolio = 0.15 * 2000 = $300m
so circa $500m in write-offs
guys, i expect a circa 40% write-down for vcs, and a 15%...
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