Recent Updates: Perfect Shape, Hermes Int'l, A2 Milk
In this article, let's go through some recent updates from three high-quality businesses in my highly selective investable universe.
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China May Scrap The Restriction of Childbirths - Impact on Baby Formula Related Stocks in China
The People's Bank of China released a paper on 14 April that suggested that China allow three or more children per household. In this insight, we...
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The A2 Milk Company: Proprietary Channel Checking in China
The a2 Milk CompanyProprietary Channel Checking in China NEUTRAL We recently visited 40 Mother & Baby stores in China, interviewing sales reps...
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The A2 Milk Company: 1H21 β Third Strike; Downgrade to NEUTRAL
The a2 Milk Company1H21 β Third Strike; Downgrade to NEUTRAL NEUTRAL The a2 Milk Company (ATM) reported aΒ 1H21 result in-line with recent guidance...
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The A2 Milk Company: 1H21 Preview β Changing of the Guard
The a2 Milk Company1H21 PreviewΒ β Changing of the GuardΒ OUTPERFORM 1H21 guidance was provided near period-end, hence, we are expecting little...
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