Posted by firehawk > 2016-08-11 00:22 | Report Abuse

马来西亚业务，只占 18%，管理层表示过，续约可能性高。我比较好奇他们在阿布达比的新业务，不知道成绩会如何？ 产量比这里的大两倍。

我还注意到，去年11月，股价异军突起，之后 LTAT 就趁机猛烈出货，感觉上好像炒高来出货的！（还是有人炒高了，他们就趁机套利？）

Posted by SuperMan 99 > 2016-08-11 00:39 | Report Abuse

Riche, very good analysis, well done.

Posted by PlsGiveBonus > 2016-08-11 00:51 | Report Abuse

What to do when market is so bad
Also loan is slow and the house price is stagnant.
When the market is good, everyone can make money,
market bad everyone wait to loss money
Keep cash for raining day.

Posted by riskabsorber > 2016-08-11 11:56 | Report Abuse

Well analysis and good insight. However, expansion plan and the renewal of contract with BAT are different things. The revenue slight decreased was due to the illicit cigarettes. Tienwah also planned to move out from Australia which is higher cost compared to Vietnam.