Any news, other than results, which is causing this free fall in the stock price?
I mean based on the results season, management commentaries and growth outlooks of the Companies, all of us were expecting a subdued performance from RBA, in fact there were a couple of positives in increased GM% (India), better ADS (Indonesia), which were positive surprises for me.
It is becoming a long wait now for the expectation of revival in consumer sentiment and turnaround in the Indonesian business. I am feeling the pinch of opportunity cost now after holding this for more than 18 months.
Any thoughts and thesis/ anti-thesis are more than welcomed!
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