China Infant Formula Sales in 2017
Data up to Jan 2018Foreign brands maintain dominance in the market and online channel’s strong momentum provides optimistic perspectives for the...
506 Views
Aldi's Presence Makes a Return to Duopoly-Like Margins Unlikely
The Australian grocery industry continues to evolve and everyday dry groceries are likely to become even more commoditised. Aldi re-established the...
3.7k Views
Financial Forensic - Part I
In this report, we identify financial forensics as an indispensable part of the short-seller's tool-kit. Specifically, we examine the role that a...
518 Views
A2M:ASX A Simple Metric to Support a High-Conviction Investment Decision
Edgware has said since December last year that A2M:ASX was a new type of blue chip company with organic earnings power that will see its earnings...
877 Views
A2M Guidance Confirms Infant Formula Regulatory Clouds Clearing in China
The modest A2M FY16 upgrade this morning to revenue of NZ$350-360m and operating EBITDA of NZ$52-54m remains light on new operating detail. While...
225 Views