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Investment Q&A

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Q: Your thoughts please on replacing NTR with SJ for a material position.

Thx

Asked by blake on July 30, 2024

5i Research Answer:

We would consider SJ a 'better' company overall, but in a cyclical run NTR might outperform, especially if China were to see a strong pickup in economic growth. But we would still be comfortable with this switch. Business is solid at SJ and momentum is strong.

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