Natural momentum will see this rise but hitting their milestones...

Natural momentum will see this rise but hitting their milestones is very important.

They have a very healthy order book with enough scope to increase it without getting ahead of themselves.

Debt must be controlled on this type of company.

The have said they are keeping their 25% payout ratio so a rise in dividend will only happen when profit increases, which will take some time.

Overall, management seem to be taking a steady approach to this company and building NFK into a strong position. So their biggest hope of a rerating is, I believe, their management.

The general global malaise will bring many chances to top up in NFK.