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Hi Madam So I take it you believe the headwinds facing the...

  1. 371 Posts.
    Hi Madam

    So I take it you believe the headwinds facing the business are cyclical rather than structural?

    I am still on the fence with this one, it looks cheap but I cant figure out if there problems are cyclical or structural? Do you not believe that the tech savy younger generations will book most of their travelling only directly on the internet?

    curious to know if you believe SGH & SEK are amongst the other good businesses that have suddenly become cheap.
 
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