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Tiger Thesis
@TigerThesis
I write about Asian equities…
参加 January 2024
293 フォロー中    1.3K ファン
@aktieblogg, Gustav, this big news for ULTJ, once the acquisition is done, this would make ULTJ’s market share so massive… Ultrajaya = 34% market share Frishian Flag = 16% both of them combined would mean a market share of 50%. considering milk consumption in Indonesia is still low by FAO’s standards, this makes ULTJ all the more interesting now…
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