I think market overreacted on this one
1. PE ratio is reasonable even after some adjustments
2. They made money in the difficult year
3. Receivable is comming in , but slow
4. Malasian contract in on temprorary holt, but expected to be delivered
5. Orbis is/was buying
What has happened today that market did not know on Friday?
I think market overreacted on this one1. PE ratio is reasonable...
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