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Carlsberg Malaysia got solid moat and strong cash flow, but the growth is quite flat now so just collect your dividends and wait for the market to re-rate, ah by the way, political rumors say next election might be late 2025 or 2026, so just monitor the policy risk lah.
Next electric confirm at 2027, you have money to wait? Earn dividends lost share price? You can calculate worth it or not? This year have F1 and World Cup, results will be good. So why share price can’t move? If big fund now move in, who will buy it?
