bearish

China Raw Milk Industry: Takeaways from AustAsia (2425 HK) Call

320 Views08 Mar 2023 08:00
Outlook for the raw milk industry stays challenging in FY23. Raw milk price is still coming down, 1H23 dairy product demand recovery is slow and capacity influx will disrupt demand-supply balance
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Osbert Tang, CFA
HK/China Equity Long-Short
Hong Kong & ChinaIndustrials & UtilitiesEquity Bottom-UpThematic (Sector/Industry)
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