John's Focus Investing's comment on DLADY. All Comments

John's Focus Investing
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Dutch Lady could still be overvalued considering that the milk industry still faces many headwinds in developing its local milk supplies. This means that the dairy industry is still heavily dependent on imported dairy. To make matters worst, competition in this market is intense leading to lowered profits. Here's why...
https://focusinvesting484855354.wordpress.com/2020/05/12/fundamental-analysis-dutch-lady-milk-industries/
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Wei Yuan
how long will it last and when it bounceback? Dutch lady milk will still be masses preferred GUM?
Like · 3 years · translate
John's Focus Investing
I think dutch lady's growth in the milk industry is limited. Other players like F&N and Nestle have a firm grip on the milk industry as well. The company would probably only grow if they were to export their milk products or expand their product range into non-milk products for growth.
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Like · 3 years · translate