Jason Wan's comment on SBH. All Comments

Jason Wan
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If shrimp supply normalises around Q2 or Q3 like management expects, then the market may slowly revisit the name.
Cyrus
Yes, the supply is the main issue now, would be great for them if it could be solved soon
Like · 5 days · translate
Unown Unown
cost pressure easing is also another thing to watch. If the cost pressure really easing up, the same revenue base can look better without needing a fancy new story.
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Edmond Khor
Their aquaculture expansion is important because more internal supply means less reliance on outside volatility. That is the part worth tracking quietly.
Like · 3 days · translate