Nothing really special about them, except that they are able to raise dairy cow at this climate and possibly under cut imports while still delivering high quality dairy milk.

Their ability to produce high quality milk in South East Asia climate and to take market share from imports such as New Zealand in key countries with large demographics such as Indonesia, Philippines, Thailand will be key.

All in all, need to see what is their valuation first and whether they can further grow in this saturated and matured industry. If cannot penetrate key market, or key market also has established dairy cow farmers then this will not turn out great.

Nothing really special about them, except that they are able to raise dairy cow at this climate and possibly under cut imports while still delivering high quality dairy milk.

Their ability to produce high quality milk in South East Asia climate and to take market share from imports such as New Zealand in key countries with large demographics such as Indonesia, Philippines, Thailand will be key.

All in all, need to see what is their valuation first and whether they can further grow in this saturated and matured industry. If cannot penetrate key market, or key market also has established dairy cow farmers then this will not turn out great.

Not really interested based on current speculated valuations.

But who knows, lets see what is the final amount. Every share has a price, and if the price is right i might try for it 😬

Gimme forward p/e less than 15 then maybeeee i consider haha. But confirm they wont price at that level. Want raise 1bil wor

Gimme forward p/e less than 15 then maybeeee i consider haha. But confirm they wont price at that level. Want raise 1bil wor

Creador? ready to mop up the secondary market FF shares upon IPO?

My answer is no way, they are one of the largest local PE firm in the country, if they want to be in the IPO, they will be a pre-IPO investor already.

coming back to this IPO, heck, 70 times PE? fuhhhh, didnt know FMCG can command that kind of valuation.

Meanwhile, anyone looked at their utilisation of proceeds section already?

hahaha no idea la, i didnt hear this from my fellow IB groups people talking about this.

but likely skipping this one. 

hahaha, what is it all about? i haven't got a chance to read yet.

But boy, i was wrong about Mr DIY, i commented so much about it, end up chose not to invest and it's a big slap across my own face.

Nestle  RM135.40
Dlady  RM 32.24