We Holdings

We Holdings, Recall in end Sept the grp announcedits third delay with regards to its $20m share acquisition of Dragon Cement, a deal originally slated for completion by mid Aug. Therefore, while the Myanmar investment story still has room to re-rate positively, we caution that investors need to be selective about the M-chips they choose to ride the theme. To aid in the decision making, some key factors to consider would be: - the operating track record of the listed company as well as its Myanmar business partners; and - the company's transparency and communication with shareholders