ASX:SM1

Weimin Xie

A2 Milk (A2M) is a global branded dairy company that has its core competency in marketing. Its a2-beta protein fresh milk and infant formula has achieved fast growth and significant market share in both Australia and China. Shareholders have been very well rewarded with share price increases from A$0.56 at... Show More

NAOS Asset Management

“Few countries grow a significant number of sheep like Australia. With global demand for sheep, meat and wool continuing to strengthen, the market for suitable land is very buoyant, with record prices being achieved for these grazing assets, supported principally by well-capitalised local farming families” Danny Thomas, Director, CBRE Asia... Show More

Bell Potter

In this report, our analysts share their sector view and top stock picks for 2018 across sectors including banks and general insurers, diversified financials, LICs, fixed income, agricultural FMCG, technology, discretionary retail, industrials, resources, and healthcare & biotech. Show More

Rob Tucker

We have used the megatrends framework as a template for several years, simply as a way of formulating a framework for how we start filtering down the investible universe into stocks that we ultimately focus on. We revisit this every 6-12 months to assess where the opportunities are to find... Show More

Bell Potter

In this report, our analyst team share their top stock picks for FY18, and also provide their sector outlook. On Financials, TS Lim reports that "There is something for everyone in Show More