Originally Posted by
futurist
Thanks. I tend to agree with CJ that CNU is a monopoly emerged from regulatory decisions, and it will always be like that because politicians like to exercise their influences from time to time. So I would rather treat them as noise. The real signal, or the indicators I care about, would simply be revenue and cost. Could CNU generate the income they predict, and run under the projected cost? If income from UFB is debatable, what about the cost? Do you think it would go up or down or stay the same in the coming years given what is going on in the global environment?
Obviously Morningstar or others would tell us what they think, but nevertheless we should think about that too.