interesting, page-2

(1) There is a change of CEO.It is customary for the new CEO to paint as bleak a picture as one can. All improvements in SP weigh into the fat bonuses and remuneration.

Sweeping generalisation and no factual basis. Besides Mrs Watkins does not need to worry about $$

(2)There are headwinds with Coles and Woolworths controlling their margins

Yes there are.

(3) Coles and Woolies are commercialising their own home brands....

Least of their problems. People are leaving the soft drink market altogether. That's cokes biggest problem, not rivals.

4)There is concern about the negative effects on health. I am quite sure that the CEO can solve this problem

Who is she, Jesus?

) Indonesia. CCL has the license to sell here. But sales are down and receipts also down due to a poor Ruppiah, and increase in the costs of inputs. At the moment the Indonesian market is 1/4 the Australian business. This will change dramatically.

Absolute sure thing!

6) Indonesia is very brand conscious. And CC is one of the biggest brands in the world.

See comment re 1.

Too many fundamental analyses here are based on airy fairy notions of how coke is a super brand and the company is a buy at $12, 11, 10, 9 dollars....

Not directing this at you in particular. But something's NOT a good buy just because it has reduced in price by x%.

DYOR GL.

P.s. yes I am a now bitter ex-holder. But I stick by my points and would not be buying until the downtrend stabilises and the bad news is done with.