The A2 Milk Company: Catalyst Check
The a2 Milk CompanyCatalyst Check NEUTRAL Five key catalysts that have the potential to drive sentiment and/or performance for The a2 Milk Company...
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The A2 Milk Company: Proprietary Channel Checking in China
The a2 Milk CompanyProprietary Channel Checking in China NEUTRAL Our latest proprietary online Chinese consumer survey, with 100 responses, saw...
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China Youran Dairy Group IPO: Valuation Insights
At the mid-point of the IPO price range, the gross proceeds are $722 million. Overall, we are inclined to participate at most at the low end of the...
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China Youran Dairy Group IPO: Valuation First-Look
Youran is pre-marketing an HKEx IPO to raise $800 million, according to press reports. In this note, we present our forecasts and take the first...
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The A2 Milk Company: An Udder Downgrade
The a2 Milk CompanyAn Udder Downgrade NEUTRAL The a2 Milk Company (ATM) downgraded FY21 guidance for the fourth time since September 2020, with no...
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