Yes, it would eventually pass, but when? Like you, I think this has some way to go. In general, the recent market fall has jsut pushed it back to the beginning of this year. Wiped out 2020 gains so far, and we only have 2 months to speak of the year. I'm thinking it would sink to around 2018 levels. I'm itchy to buy so to speak, but think 2-3 months wait is more prudent before I add more. As for A2m, thanks opti for his opinion. But i'll caution, that if this thing drags on, people will start reducing discretionary spending. A2M is a premium product to speak. As for TLS, I think the impact is there, but having the largest mobile network, they should do well in circumstances like this. TPM/VHA? Way I see it, they have a merger to contend and they haven't even started on their 5g network building. History will most likely repeat with the Voda/3/hutchinson merger.
TLS Price at posting:
$3.43 Sentiment: Hold Disclosure: Held
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