Fonterra: 1H25 Result – Initial Impressions
Fonterra reported a strong 1H25 result, with earnings exceeding expectations and a higher interim dividend of NZ22cps compared to the forecast of...
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Fonterra: More Positive News + Consumer Sale Update
Fonterra has upgraded its FY25 EPS guidance from the upper half of NZ40-60cps to NZ55-75cps, reflecting a 16% increase, driven by Ingredients...
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Fonterra - 1H25 Result — More of the Same
Key highlights include (1) Ingredients with stronger margins despite narrower price relativities versus the prior period (stream returns...
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Fonterra - Sticking to the Core
Fonterra’s revised strategy update showed no dramatic changes in strategic direction, highlighting the expected heightened focus on its Ingredients...
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Fonterra - Benefiting from Regulatory Changes in US, Brazil, and EU
We initiate our coverage on STGT with an Outperform rating and a 2025E fair value (FV) of Bt14.69, based on a required return of 3.29%.
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