ill refer you to my post of 2 weeks ago saying ccl was a sell at 9.87
ccl now emerging as possible buy - with abbot facing difficulty with his budgie=tt.
if working class oppression gets reined in then i think ccl will have seen its worst.
indo may not add growth - but i dont see further domestic earning contraction as long as tony doesnt get all his pensioner bashing wishes.
and i think coke zero is winning market share from pepsi max etc on slightly higher pricing
new ceo will have some one off capex costs - but i feel the market will look through those.
not yet an outstanding buy - 8.70 would be preferable
but im not convinced we will see that
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