The beef sector is problematic right now as you probably know. MEIJI is still making some money it appears with Yellow cattle. SJAP will also make some money because they will be doing Wagyu beef. And because it is well integrated and the land is for free.
But I don't see any growth here. And you probably can't get money out of these. These Chinese assets are therefore worthless as far as the market is concerned. And I have no other choice but to conclude the same.
So it's just TRW, CA, and import/export. You can write off the rest.
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