CKF collins foods limited

Is the SP fall an RFG effect, page-2

  1. 19,103 Posts.
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    Same store sales growth in Australia and Germany looks pretty dismal.

    Consumer is likely to come under more pressure due to low wage growth, but rising household costs. Maybe discretionary spend like fast food takes a hit?

    Having said all that, I'm interested in establishing a position, if I can get them cheap enough (margin of safety). Think KFC is a proven winner, and Taco Bell looks to have potential.
    Last edited by WangChung: 13/01/18
 
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