The A2 Milk Company Tickety-Boo
The a2 Milk Company’s (ATM) AGM update was positive (revenue guidance range lifted from high single-digit growth to low double-digit growth),...
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The A2 Milk Company Moomentum
Overall, we remain positive on the earnings outlook for ATM (FY26–FY29 EPS CAGR of ~+14%), but current valuation levels are unsustainable.
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Forsyth Barr Dairy Digest - Edition 2 Cashflow Constraints
The Forsyth Barr Dairy Digest provides a snapshot of information relevant to New Zealand's dairy sector. We include forecasts on the Farmgate Milk...
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The a2 Milk Company FY26 Result—No Use Crying Over Spilt Share
The a2 Milk Company’s (ATM) FY26 result was in line with its July 2026 trading update. However, first-time guidance for FY27 was below market...
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Equity Strategy NZ–India FTA — An Early Christmas Present
Within our research coverage, we view Scales Corporation (SCL) as the most positively exposed to this agreement, both near term and long term.
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