Johore Tin: A consumer staples company mispriced on legacy business segments

Abel Lau
Jul 4, 2020

In my first attempt in writing stock pitches, I’m covering a value play on a small cap dairy product manufacturer listed on the Kuala Lumpur Stock Exchange, which has been mispriced as an industrial tin can manufacturer (which commands a lower multiple) despite the segment only representing 30% of earnings on the group level.

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Abel Lau
Abel Lau

Written by Abel Lau

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Solving hard problems

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