China has too much risk (regulatory, legal, etc etc). There are enough markets to focus on in SEA and they already have exposure and experience in Vietnam so I'm sure plenty of room to grow.......my sense is they are conservative and will take their time and invest for the next 5-10 years rather than deploy all the excess cash they have. In the short term, it hurts their return on capital (well everyone has been impacted by covid), but over the long term, they come out stronger and hopefully pick up some bargains as things open up.
This company should generate great returns for shareholders over the next 5 yrs without taking any risks.......just need patience for things to open up and sales to restart in Malaysia/Vietnam and the results will follow
Ann: Half Yearly Report and Accounts, page-3
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