Q: Dear 5i team.
Looking to add to my SYZ position, but have a couple of questions.
1) Why do you show NR in your recent portfolio update as at Feb 10 but your March 21 co. report you gave it a B+?
2) Who are it's competitors and please give a brief comparison in terms of where SYZ fits on the list if stack ranked?
3) Would it make sense for them to acquire any of them in terms of synergies?
I am considering adding to my position given the market weakness and the stock current negative momentum, but wanted your input first.
Many thanks.
Looking to add to my SYZ position, but have a couple of questions.
1) Why do you show NR in your recent portfolio update as at Feb 10 but your March 21 co. report you gave it a B+?
2) Who are it's competitors and please give a brief comparison in terms of where SYZ fits on the list if stack ranked?
3) Would it make sense for them to acquire any of them in terms of synergies?
I am considering adding to my position given the market weakness and the stock current negative momentum, but wanted your input first.
Many thanks.