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Jefferies International

Start of Coverage: 02-12-2010

Resume of the last report made by this analyst

Continued Polish strength should be a feature of JMT’s Q3, as should dilution from Colombian losses. The risk we see is that the balance between the two deteriorates from here. We see possible changes to Polish Sunday trading laws as an incremental +ve in 2018, but are concerned by a less supportive forecast bias in the ST. Cut to Hold.

Analyst: James Grzinic

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