Cloud based logistics software business is performing strongly even as the Tech Sector has started to miss-fire. The company is delivering where it matters with first half revenue up 16% to $238.7m and importantly positive guidance towards the full years. We are bullish WTC looking for a test of all-time highs but considering our large overweight stance towards the sector its likely we would fund any purchase through liquidation of an existing position within the tech space.
MM is bullish WTC looking for over 20% upside
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