wrx wrote "Wait till the likes of ALDI and COSCO get their act...

wrx wrote "Wait till the likes of ALDI and COSCO get their act together"

There is no act to pull together here - Aldi cannot be compared with WOW in any way IMO. No direct competition whatsoever (this has been discussed previously). You need to dig through mounds of cardboard shelving to get to cheap generic rubbish in Aldi - not my idea of Fresh Food shopping.

Whilst WOW may feel some pressure to grow Earnings by looking overseas in the medium term, there is no current urgency to do so as store growth and population growth remains strong domestically. As does expansion into traditionally non-core areas such as electronics.

Will be interesting to see whether they do wade further into the Indian market as you would only need to capture a relatively small segment there to generate significant revenues.

I think current price is fair value.