Fonterra - Sticking to the Core
Fonterraâs revised strategy update showed no dramatic changes in strategic direction, highlighting the expected heightened focus on its Ingredients...
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Fonterra - Benefiting from Regulatory Changes in US, Brazil, and EU
We initiate our coverage on STGT with an Outperform rating and a 2025E fair value (FV) of Bt14.69, based on a required return of 3.29%.
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Fonterra - Creaming It
Fonterra's strong earnings momentum has continued. FY24 EPS is now expected to be at the top-end of its NZ60â70cps range.
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Fonterra - Liquid Gold
We are supportive of the announced proposed significant divestment of Fonterra's (FSF) âconsumer and associated businessesâ (âin-scopeâ).
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Fonterra - 1H24 Result â Good Grazing
While 1H24 was another period that included benefits from the âone-offâ stream returns, FSF expects these to largely reverse in 2H24.
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