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GTN [NON-RATED] - A rare agri-food play with lots of potential value to be unlocked - Visit Note

We attended GTN’s AGM on April 26 and after a four-hour drive from Hanoi, we visited the company's tea plantations and processing plants, as well as its associate company’s dairy factory in Moc Chau. In a market where listed consumer plays are scarce, GTN is definitely worth a look especially for those with a long investment horizon.