RMM discussion

BKK, 17 July 2007

Vietnam updateVietnam updateVietnam updateVietnam update

Dumex share is holding after BB launch campaignDumex share is holding after BB launch campaign

Super Premium (Gold)Value, %

Dumex

Total market (all segments)Value, %

Dumex

Source: Nielsen retail panel

Heavy media &bike promotion

Heavy media &bike promotion

Cereals and Liquid GUM launches need attentionCereals and Liquid GUM launches need attention

• On track

Comments2007

• On track (from Cuijk)

• On track (from Malaysia)

• On track if packaging go ahead by July 19

– If not than risk of delay till Mar 081)

• Not on track– Sourcing not resolved (Thai Dairies

Industries, Foremost Thailand, Foremost Vietnam)

– Cost prices not known

Jul Aug Sep Oct Nov Dec

Specialties• HA1• AR• LBW• Lactose Free

Foods• Cereals &

Rusks

• Liquid GUM

Eazypack

1) No launch between Christmas and Lunar New Year