Has anybody with a bloomie seen what Morgan Stanley thinks? Mac Bank not overly fussed.
That ESV moving to non ESV status is embedded good news that could add a positive halo to their portfolio. I really couldn't give a rats about South America. Aus is OK, Asia going well, and Zhaopin sounds OK too.
So I longed the dip - but admit I will clear out at the first sign of trouble short term.
Ann: Significant Items, FY18 Update, FY19 Outlook, page-15
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