The A2 Milk Company - We Still Like the Formula
We retain our positive bias on The a2 Milk Company (ATM) heading into its 1H24 result on 19 February 2024 with our mosaic of datapoints continuing...
254 Views
The A2 Milk Company -A Positive Macro Surprise
Births in China during 2023 of 9.02m were +15% ahead of our 7.86m forecast (and likely notably ahead of market expectations). At this stage we...
312 Views
Synlait Milk - Christmas Grinch (Again)
Synlait Milk's (SML) wide ranging market update had a disappointing tone. While details were provided on the ongoing supply exclusivity...
815 Views
The A2 Milk Company -What if ATM Purchased SML Dunsandel?
The a2 Milk Company (ATM) is changing its stripes. It has well-publicised strategic intentions to vertically integrate its supply chain
416 Views
The A2 Milk Company - FY23 Result â Gains and Strains
The a2 Milk Company (ATM) delivered a solid FY23 result in-line with our expectations, showing strong market share gains, particularly in its key...
371 Views