The A2 Milk Company: Short-Term Pain? Digesting Daigou Disruption
The a2 Milk CompanyShort-Term Pain? Digesting Daigou Disruption OUTPERFORM The a2 Milk Company's (ATM) trading update is a blemish to its...
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The A2 Milk Company: Taking a Step into Processing
The a2 Milk CompanyTaking a Step into Processing OUTPERFORM The a2 Milk Company (ATM) has entered into exclusive due diligence and filed a...
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The A2 Milk Company: FY20 Result — Cash Is King
The a2 Milk CompanyFY20 Result — Cash is King OUTPERFORM The a2 Milk Company (ATM) reported strong FY20 growth, in line with our expectations,...
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The A2 Milk Company: Channel Checking
The a2 Milk CompanyChannel Checking OUTPERFORM We have undertaken a mosaic of channel checks across an array of data sources, industry contracts...
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COVID-19 and ESG: Tencent, Alibaba Lead in Coronavirus Aid for Asia Pacific Region
"Social" has been a third-wheel ESG pillar for a long time. Not that it matters any less, and there is plenty of evidence that strong Social-pillar...
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