Atul Lele
Atul Lele
cycle data demand excited expecting linked next six stocks three weak
We're expecting even more weak data to come out of the U.S.. We're not excited about stocks that are linked to the U.S. demand cycle for at least the next three to six months.
dent expansion growth process time
This has put a significant dent in Toll's expansion and growth plans. This has put an end to the bidding process for the time being.
anecdotal evidence market media relatively taiwanese
Anecdotal evidence also suggests that the Taiwanese media market is still relatively immature.
appealing cash flows stable
There is a lot of cash around at the moment, and established infrastructure with stable cash flows is an appealing investment.
australian factor japanese pricing remains stock
The real factor for this stock remains the pricing environment. They and their Australian competitors are suffering, and some of the Japanese steelmakers are also affected.
fund funds future government holding onto placing smarter value
There is medium- and longer-term value in there for the government so they would be smarter holding onto it and placing it in the Future Fund if they didn't need the funds immediately.