This article indicates slowing vehicle sales. Seems because of weaker consumer sentiment, tightening credit conditions, along with softer house prices. https://www.fnarena.com/index.php/2018/10/08/weak-consumer-puts-vehicle-sales-in-reverse/ May affect short term but you would expect that over the medium term it would revert to the average AHG is still a hold for me but the SP not likely to rerate higher unless there is a positive catalyst. Selling the transport business could help.
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