$DLADY / 3026 (DUTCH LADY MILK INDUSTRIES BERHAD)
Sugar tax will hit Dutch Lady soon. Despite the initial setback, Dutch Lady would continue to prosper.

Dutch Lady remains a strong milk brand. Its business is simple. It is a business Warren Buffett should like.

Buffett - "I try to invest in businesses that are so wonderful that an idiot can run them."

Investors who want stable cashflows, opt for Dutch Lady. Those who want aggressive growth regardless of debts, maybe Farm Fresh.

Once the earnings stabilise, big funds will re-enter Dutch Lady. With an extremely low number of shares, Dutch Lady price should be much higher.

I expect Dutch Lady to be worth no less than RM45 in 3 years time.