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After the disposal of naga 3, it actually benefit to velesto financial as the NA and EPS will increase, NTA will go to about 0.32. The negative side is Velesto will not get any revenue from Naga 3 but in fact it actually idle for quite some time.
For me, it’s a good news and which suits for Velesto strategy. But our opinion does not lead to any outcome, let see how’s market react tomorrow.