Posted by Icon8888 > 2019-05-03 10:19 | Report Abuse

this is classic contrarian move loh

cement sector downturn is cyclical, not structural

when something goes down due to cyclical factor, wise investors will move in and bargain hunt

with holding power and a bit of patience, eventually it will pay off

Posted by qqq3 > 2019-05-03 10:23 | Report Abuse

Posted by Icon8888 > May 3, 2019 10:19 AM | Report Abuse

this is classic contrarian move loh
==========

this is not a contrarian move..........this is a deal the Anti Competition Commission must look into and stop..........This is creating a monopoly situation.

Posted by qqq3 > 2019-05-03 10:24 | Report Abuse

this is like Grab taking over Uber..bad for consumers.

Posted by Icon8888 > 2019-05-03 10:32 | Report Abuse

errr... how about both ?

a contrarian move as well as anti competition ?

Posted by qqq3 > 2019-05-03 10:54 | Report Abuse

what contrarian? they will simply raise the price of cement.

Posted by qqq3 > 2019-05-03 10:55 | Report Abuse

those French guys are really terrible in business.

Posted by Icon8888 > 2019-05-03 10:55 | Report Abuse

not so easy. Hume is the elephant in the room

Posted by qqq3 > 2019-05-03 10:56 | Report Abuse

really meh? Isn't Hume the smallest?

Posted by qqq3 > 2019-05-03 15:10 | Report Abuse

contrarian is never easy but most profitable.

Posted by Icon8888 > 2019-05-03 15:14 | Report Abuse

Hume one quarter turnover 160 mil

Lafarge 540 mil

So Hume is about one third the size of lafarge