bad news for the sellers and good news for KTD. The Chinese govt is going to stimulate the economy by injecting lots of money which Australia govt can only dream of for the next 20 years. Chinese would become more sanitised in the way they live and more demand in healthy living. Diary products will be more in demand ever. Ktd, Bub and A2m all confirm they are likely to benefit from this comic drama. The worse it gets, the better we are positioned. This is value investing in trouble time.
bad news for the sellers and good news for KTD. The Chinese govt...
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