20-02-2012, 08:14 AM
1) KTT gets 46% of income from investments in M1.
Considering that M1's business moat is being threatened, and might not be able to protect its profit margins, how do you think this will affect KTT's earnings?
2) While data centre is a very attractive source of growth, it currently only makes up about 17% of KTT's income. Could this suggest that a P/E of 8 plus is justified?
Considering that M1's business moat is being threatened, and might not be able to protect its profit margins, how do you think this will affect KTT's earnings?
2) While data centre is a very attractive source of growth, it currently only makes up about 17% of KTT's income. Could this suggest that a P/E of 8 plus is justified?