Gue selalu percaya: air bakal jadi komoditas paling strategis di masa depan. Baca soal CLEO yang katanya bisa jadi "Nongfu Spring"-nya Indonesia, bikin gue langsung buka ulang chart-nya.
Tapi jangan asal FOMO. Nongfu bisa segede sekarang karena branding, distribusi, dan posisi dominannya di Tiongkok. CLEO belum tentu bisa replikasi semua itu, tapi potensinya lumayan gede, apalagi kalau Tanoko Gsroup serius scale-up game-nya.
Kalau lo cari saham consumer defensif yang nggak terlalu volatile tapi punya potensi jangka panjang, CLEO boleh banget dilirik. Cuma ya, jangan kaget kalo pertumbuhan nggak secepat tech.
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