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QAF Rivalea facing pork over supply and low pork prices crisis in Australia.
Next Qtr results could be worse than last Qtr.
And their Philippines bakery biz needs more capital for expansion.
QAF cash may gradually dry up.
Philippines is not an easy market. Though QAF have Philippines connection, but in Philppines sometimes even the connected cant do much.
Ask Toyota. Bridgestone. Easy to do biz in Phils or not.
Even when Japan Govt try intervene Phils "law makers" dont really give a xxxx.
Another bombed-out Indonesian counter doing a rebound.
This one is a better bet because of Salim and the nature of the business.
