Last week, we increased our holding in HLO from 3% to 4% in our Emerging Companies Portfolio, as we like the business growth profile moving forward. They’re exposed to the area of the market (travel agencies) that will benefit from an ageing demographic with more disposable income.
- We like HLO in the medium term, but the recent sector outlook may weigh on the share price in the short term.
MM is long and bullish towards HLO
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