YONG - yup, watching pps and hitting head. Flood was mid-year (May / June) and in the South of the country while YONG's sales are mostly more Northern/Central.
From the August CC ...
Roth Capital Adverse weather have any impact? No impact. SW provinces affected but not their core markets.
*shrug* don't think it's a sell on the basis of the flood information but the collective market seems to think otherwise.
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