A2 Milk

Data this week showed China’s birth rate continues to slow, triggering Citi to issue an update on infant formula manufacturer a2 Milk.

The A2 Milk share price has seen one-way traffic since its full-year result in August last year, down 75% before basing out in May. Whenever we see a great brand...

The a2 Milk Company (a2) has always been an interesting business, especially over the past five years. From 2015 to 2020 the business delivered explosive growth....

A2 Milk's results commentary began with "Fundamentals remain strong despite significant COVID-19 disruption." Having been down 25% on the year and 38% since the start...

As an active equity investor we believe that the market is not completely efficient at accurately gauging the share price of every company, all of the time. An...

Back in early August, we contributed an article that highlighted some potential headwinds that a2 Milk could be facing in the near, medium and long-term. In it, we...

We are long-term investors and as such we do not tend to focus on the 6 monthly results cycle like many investors out there.That’s not to say we ignore it but we look...

In this article I am going to discuss the composition of the S&P/NZX 50 index, which is considered New Zealand’s principle gauge of how the New Zealand share market is...

As the reporting season avalanche gathers pace, a few company reports have really caught our eye. Here’s our take on reports by BHP, a2 Milk, Beacon Lighting and...

“Our growth stocks are the world’s most expensive” screams the headline in a recent Australian Financial Review article. That’s not hyperbole. Goldman Sachs has...

I have just returned from China, looking at how Australian goods such as infant formula are sold and marketed, given the strong Chinese demand for such products. Being...