The A2 Milk Company - FY24 Preview — Well Formulated External Inbox
Our mosaic of data points shows: (1) strong market share gains (supported by ongoing consolidation), particularly in the offline channel, and (2)...
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Asian Dividend Gems: Fonterra Shareholders Fund
Fonterra Shareholders Fund provides high dividend yield. Fonterra is the number one dairy producer in New Zealand. Its plans to divest Consumer...
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The A2 Milk Company - Kantar Data Check
Kantar data provides an indicator of brand strength for The a2 Milk Company (ATM) and its key competitors in the infant formula (IF) segment
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The A2 Milk Company - Time for a Breather Downgrade to NEUTRAL
In-market execution is impressive, the earnings outlook continues to be de-risked, and ATM has a strong cash position of ~NZ$800m.
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The A2 Milk Company -1H24 Preview — Crawling Ahead
We expect 1H24 to be another period of The a2 Milk Company (ATM) ‘swimming against the tide’ well. Data continues to show strong market share...
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