Will wait for the results, and in particular the Chairmans statement. Interested whether they are still shopping and how the integration of the newly acquired are going. Cant see a price target, more of a timing on the sector on the whole. Think there is much consolidation in motion and will see a lot of activity this year on security.
This is my largest individual holding, second is CBF, and the earliest I would expect to sell in SGD is June.
The Bull
Do you base your price target on PE or other Ratios