Fonterra - Creaming It
Fonterra's strong earnings momentum has continued. FY24 EPS is now expected to be at the top-end of its NZ60â70cps range.
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Fonterra - Liquid Gold
We are supportive of the announced proposed significant divestment of Fonterra's (FSF) âconsumer and associated businessesâ (âin-scopeâ).
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Fonterra - 1H24 Result â Good Grazing
While 1H24 was another period that included benefits from the âone-offâ stream returns, FSF expects these to largely reverse in 2H24.
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Fonterra - FY23 Result â Milking Record Profits
The strength in the result was, as expected, in its Ingredients division ââââââââ driven by favourable stream returns as has been the case for the...
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Fonterra - Upgrade-Ja Vu
The driver of the upgrade is favourable Ingredients margins (ongoing favourable product pricing relativities between reference and non-reference...
406 Views