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Show Notes
Johore Tin Bhd Managing Director Edward Goh Swee Wang discusses:
Cans and tins business:
- Outlook
- Tin price outlook
- Duty exemption issue
Dairies business:
- Recent diversification into the diaries business - reasons
- Stronger-than-expected earnings
- Outlook for the business
- Profit guarantee - mechanics
Valuations
- PER 5x - contrast FMCGs - Dutch Lady and Nestle
- Whether - as speculated - takeover - merger interest
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