Overheard in Hong Kong on a day Victoria Harbour was a little whiffy: “Ugh,” said a Cantonese local to his family. “It smells like cheese.” His once typical lactose intolerance is now a minority view: meeting Asian demand for dairy is the biggest game in this sector. Blessed indeed are the cheesemakers. Or, at least, anyone with Warrnambool Cheese & Butter shares.
在维多利亚港气味不那么纯净的一天,出现了这样一场对话。“呃,”一位香港本地人对他的家人说,“(海水)闻上去有点像奶酪。”如果说奶酪味曾经让很多人感到反感,那么现在情况变了:满足亚洲的乳品需求,已经成了乳品行业的头号大事,而奶酪制造商们尤其获益匪浅。至少任何持有Warrnambool Cheese & Butter(简称WCB)股票的人是这样的。
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