A small reminder that Vita's report comes out soon (i believe it's around the 18th of August). I'm looking for strong EPS growth among many other things. In particular, anything above 20% in EPS/CF growth would be nice and anything below 10%, well, let's just say I'm going to be a bit worried. However, there are other aspects I'm going to be looking at. The recent price hikes are nice, but I'd prefer that prices fell. Let's see what happens after the report comes out. I'm expecting stronger revenues from the Singapore division and weaker revenues from Thailand. I believe margins may improve depending on how the other divisions perform and the relative performance of Singapore (as Singapore is a high margin division).
Other companies I'll have a close look at are: Seek, Carsales, Nick Scali, Real Estate.com.au, Sirtex, G8 Education, The Reject Shop and Coca Cola Amatil.
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