2021 High Conviction: A2 Milk
Buying quality businesses at or below fair prices and holding them for the long run is the key to generate alpha. A2 Milk at the current level...
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Synlait Milk: A Lot Can Change in a Week
Synlait MilkA Lot Can Change in a Week NEUTRAL Over the past week, Synlait Milk (SML) has provided a lot for the market to digest — a new customer...
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Synlait Milk: Customer Confirmed; Focus Turns To Execution
Synlait MilkCustomer Confirmed; Focus Turns To Execution NEUTRAL Synlait Milk (SML) has signed a new customer agreement, as pre-signalled in...
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Synlait Milk: FY20 Result — Growing Pains
Synlait MilkFY20 Result — Growing Pains NEUTRAL Synlait Milk (SML) reported an FY20 result below our forecasts, with first-time FY21 guidance...
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Synlait Milk: FY20 Preview; A Lot Still to Digest
Synlait MilkFY20 Preview; A Lot Still to Digest NEUTRAL There is much to be discussed when Synlait Milk (SML) reports its FY20 result on Monday 28...
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